Coordinator - Business Development Team

Savant•Middleton, WI

21h•$60,000 - $75,000•Onsite

About The Position

The Business Development Coordinator provides high-touch administrative and logistical support to Savant’s Business Development Officers (BDOs), enabling them to focus on relationship-building, growth initiatives, and external engagement. This role serves as a trusted administrative partner, responsible for coordinating events, managing logistics, supporting schedules, and ensuring day-to-day operational details are handled with precision and professionalism. The position requires exceptional organization, discretion, adaptability, and proactive communication. Supports up to six Business Development Officers. While day-to-day requests may come from multiple BDOs, work is prioritized in alignment with guidance from the Director of Growth.

Requirements

High School Diploma
5+ years of progressive experience in administrative or sales support roles.
Experience supporting leaders or client-facing professionals
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.

Nice To Haves

Associate’s degree preferred.
Event coordination or logistics experience
Financial services experience preferred

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.
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.

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.