Impact! Partners Financial · 2 months ago
Business Development Specialist & Executive Assistant
Houston, TX
Full-time
Onsite
Senior Level
5+ years expImpact! Partners Financial is a Houston-based retirement planning firm dedicated to helping clients build confident retirements through personalized financial strategies. The Business Development & Executive Support Specialist plays a key role in driving community visibility and partnership growth while providing high-level support to the CEO to ensure seamless execution of strategic initiatives.
Financial Services
Hiring Manager
Pat V.
Responsibilities
Build and expand the firm’s visibility through active participation in community, civic, and professional organizations
Represent Impact! Partners Financial and the CEO at networking events, community functions, and professional gatherings
Develop and maintain strategic partnerships with CPAs, attorneys, real estate professionals, and business leaders to strengthen referral and collaboration pipelines
Identify, evaluate, and manage sponsorships, partnerships, and co-hosted event opportunities in alignment with marketing and growth goals
Conduct outreach to potential partners and manage ongoing relationship follow-ups
Collaborate with the marketing team on local event execution, community initiatives, and partner co-marketing opportunities
Track and report partnership metrics, meetings, and outcomes within the firm’s CRM system
Research emerging community opportunities, local trends, and organizations that align with the firm’s mission and target demographic
Support and represent the firm’s brand at seminars, workshops, and client events to strengthen engagement and generate introductions
Assist with the coordination and preparation of presentations, marketing materials, and partnership proposals
Manage and prioritize the CEO’s calendar and appointments, ensuring efficient scheduling and preparation for business and community meetings
Facilitate communication between the CEO, internal teams, and external partners
Prepare meeting summaries, track follow-ups, and assist with strategic correspondence
Support event attendance logistics, travel coordination, and occasional personal scheduling as needed
Maintain confidentiality and discretion in all business and personal matters
Qualification
Required
Bachelor's degree in Business, Marketing, Communications, or related field (preferred)
5+ years of experience in business development, community relations, or partnership management roles
Proven success in cultivating and maintaining professional relationships
Strong interpersonal, presentation, and communication skills
Highly organized and detail-oriented with strong follow-up habits
Self-starter with the ability to work independently and represent leadership with professionalism
Tech-savvy with proficiency in Microsoft Office Suite and CRM systems
Valid driver's license and reliable transportation
Company
Impact! Partners Financial
At Impact! Partners Financial our mission is simple: to provide personalized financial strategies that empower you to retire smarter, live with confidence, and leave a lasting legacy.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Summer A. Roberts
Chief Executive Officer
Company data provided by crunchbase