Leadership Services Coordinator

Position Summary

The Leadership Services Coordinator serves as a critical partner to the Managing Directors and Partners/General Agents, providing operational, administrative, and program support across advisor development, recruiting, and client engagement initiatives. This role serves as the operational hub for leadership, advisor development, recruiting, and client engagement initiatives, ensuring programs, processes, and stakeholder experiences are executed with excellence.

The ideal candidate is highly organized, detail-oriented, proactive, and thrives in a collaborative environment where managing multiple priorities and building strong relationships are essential to success.

Leadership & Development Support

• Provide administrative, operational, and logistical support to the Managing Directors and Partners/General Agents.
• Coordinate the planning, scheduling, and execution of Learning and Development leadership meetings, development programs, training sessions, and advisor events.
• Manage Next Generation program tracking, reporting, and ongoing development support.
• Coordinate Career Development School (CDS) onboarding, pre-program requirements, readiness tracking, training follow-up, and participant communications.
• Oversee mentorship program administration, including advisor pairings, progress tracking, feedback collection, meeting cadence monitoring, and program completion reporting.
• Support Elite Advisor Group (EAG) initiatives through event coordination, participant communications, recognition programs, gifts, and logistics management.
• Facilitate Coffee Connection networking initiatives by coordinating advisor pairings, tracking participation, gathering feedback, and managing reimbursement requests.
• Partner with leadership to support advisor recruitment, onboarding, development, and retention initiatives.
• Assist in advancing firm-wide Financial Advisor teaming and collaboration strategies.

Client Experience & Operations

• Support client engagement activities on behalf of Managing Directors to ensure a seamless and professional client experience.
• Prepare and process investment account-opening documentation and related service requests.
• Coordinate life and disability insurance underwriting requirements and follow-up activities.
• Manage case-related workflows, documentation, and operational follow-through.
• Support the administration and maintenance of proprietary cash flow management systems and processes.
• Collaborate with internal and external stakeholders to ensure timely completion of client service and operational activities.

Data Management & Technology

• Maintain accurate client, advisor, and candidate records within CRM platforms and financial planning systems.
• Ensure all records, documentation, and data are current, organized, and compliant with firm standards.
• Generate reports and assist with tracking key development, recruiting, and program metrics.
• Leverage technology solutions to streamline processes and enhance operational efficiency.

Talent Acquisition Support

• Monitoring recruiting systems and schedule phone screen meetings.
• Partner with the Talent Acquisition team to coordinate candidate interviews and recruiting activities.
• Support onboarding activities and transition planning for new Financial Advisors.
• Help create a professional, engaging, and high-quality candidate experience that reflects the firm's culture and values.

Compensation

• $65,000 - $75,000 per year

What Will Make You Successful

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

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. 9158159.1 Exp 10/28

Pay: $65,000.00 - $75,000.00 per hour

Benefits:

• 401(k)
• Health insurance
• Life insurance
• Vision insurance

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Ability to Commute:

• Needham, MA 02494 (Required)

Work Location: Hybrid remote in Needham, MA 02494