Remote Growth & Partnerships Lead (Legal)

Melone Hatley, PC; Florida; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote-friendly with travel between US

Medical, Dental, Vision

401(k) Matching

Paid Time Off

Parental Leave

Bonus potential

Job summary

Melone Hatley, P.C. is a fast-growing family and estate planning law firm with offices across Virginia, Florida, South Carolina, and Texas.

We are seeking a Business Development Specialist to expand the referral network and convert relationships into sustained business for estate planning and related services. The role requires 5+ years in business development, team leadership experience, and a proven ability to manage relationships across multiple markets.

Qualifications

• 5+ years of experience in business development, referral marketing, or client relationship roles.
• 2+ years managing a team, including hiring, coaching, and goal setting.
• Track record of building referral relationships that produced measurable business.
• Comfort with consultative conversations about sensitive topics with empathy for clients in family transitions.
• Working knowledge of CRM tools – HubSpot is a plus.
• Strong organization and ability to manage many relationships across markets.
• Willingness to travel regularly between offices and attend evening events.
• Experience at a law firm or with attorney marketing rules is favorable.
• Existing network of financial advisors, therapists, or partners in one or more markets is advantageous.
• Experience cross-selling services (estate planning, insurance, financial planning) is desirable.
• Bachelor's degree or equivalent experience is required.

Responsibilities

• Develop and maintain Melone Hatley’s referral network with professionals serving families through transitions.
• Turn clients and community relationships into new and repeat business
• Provide trusted referrals for future services such as estate planning.
• Collaborate with marketing on co-branded content and events.
• Coordinate with CSC sales and attorneys to smooth handoffs of cross-sell leads.
• Report monthly on partner activity, referrals, cross-sell consults, and revenue.

Skills

Business development

Referral marketing

Relationship management

Team leadership

HubSpot CRM

Networking

Travel readiness

Communication

Education

Bachelor's degree or equivalent

Tools

HubSpot

Job description

Melone Hatley, P.C. is a fast-growing family and estate planning law firm with offices across Virginia, Florida, South Carolina, and Texas.

We are seeking a Business Development Specialist to expand the referral network and convert relationships into sustained business for estate planning and related services. The role requires 5+ years in business development, team leadership experience, and a proven ability to manage relationships across multiple markets.