Leadership Programs & Operations Coordinator

The Bulfinch Group; Needham Heights (MA); On-site; USD 65,000 - 75,000; Full time

Job summary

The Bulfinch Group is seeking a Leadership Services Coordinator in Needham, MA. You will serve as the operational hub, supporting the Managing Directors and Partners through planning, onboarding, and program administration.

Responsibilities include coordinating development programs, mentorship, and recruitment activities, while maintaining CRM data and client engagement workflows. A highly organized, proactive mindset is essential.

Qualifications

• Exceptional organizational and project coordination skills.
• Ability to manage multiple priorities while maintaining accuracy.
• Strong interpersonal and relationship-building abilities.
• Professional communication skills and a client-service mindset.
• Proactive, resourceful, and solution-oriented approach to problems.
• Passion for supporting the growth and success of others.

Responsibilities

• Provide administrative, operational, and logistical support to the Managing Directors and Partners/General Agents.
• Coordinate planning, scheduling, and execution of Leadership meetings, development programs, and advisor events.
• Manage Next Generation program tracking, reporting, and ongoing development support.
• Coordinate CDS onboarding, readiness tracking, and participant communications.
• Oversee mentorship program administration and candidate pairings.

Skills

Organizational skills

Project coordination

Communication

Relationship building

CRM knowledge

Data management

Tools

CRM software

Financial planning systems

Job description

The Bulfinch Group is seeking a Leadership Services Coordinator in Needham, MA. You will serve as the operational hub, supporting the Managing Directors and Partners through planning, onboarding, and program administration.

Responsibilities include coordinating development programs, mentorship, and recruitment activities, while maintaining CRM data and client engagement workflows. A highly organized, proactive mindset is essential.