Savant Wealth Management · 13 hours ago
Coordinator - Business Development Team
Madison, WI
Full-time
Onsite
Mid, Senior Level
$65K/yr - $75K/yr
5+ years expSavant Wealth Management is a trusted advisor in financial services, and they are seeking a Business Development Coordinator to provide high-touch administrative support to their Business Development Officers. This role involves coordinating events, managing logistics, and ensuring operational details are handled with professionalism and precision.
ConsultingFinancial ServicesWealth Management
No H1B
Responsibilities
Manage calendars, meeting logistics, and preparation for internal and external meetings
Prepare, confirm, and distribute agendas and materials in advance of meetings
Take notes and meeting minutes as requested and ensure appropriate follow-up
Facilitate coordination and scheduling with internal teams and external partners
Coordinate business development events, off-site meetings, client/prospect dinners, and conferences
Manage event logistics including venues, travel, materials, registrations, and on-site support as needed
Collaborate with Marketing, Advisors, and other teams to support firm-sponsored events
Travel to support business-related events up to 20% of the time
Arrange travel and reconcile monthly expense reports
Receive and route correspondence, mail, and inquiries as appropriate
Prepare draft correspondence and respond to routine inquiries when appropriate
Support presentations, web meetings, and related materials
Maintain organized electronic and physical files; retrieve documents as needed
Proofread correspondence, reports, and materials for accuracy and professionalism
Qualification
Required
High School Diploma
5+ years of progressive experience in administrative or sales support roles
Experience supporting leaders or client-facing professionals
Event coordination or logistics experience
Ability to travel up to 20% of the time, if not local to the BDO team members
Strong MS Office Suite skills
Excellent written and verbal communication skills
Excellent interpersonal and time management skills
Must be organized, attentive to detail, able to multitask with strong problem resolution skills
A team player with a positive attitude and able to work well with internal and external clients
Preferred
Associate's degree preferred
Financial services experience preferred
Benefits
Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
Vision Insurance: Keep your eyes healthy with our vision insurance plan.
Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
Employee Recognition: Enjoy monetary awards through our recognition program.
Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
Exclusive Discounts: Take advantage of various discount programs for additional savings.
Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Business Wire
2025-11-04
2025-09-10
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