Department Coordinator

About the role

As a member of the Business Development team in Wealth Management Solutions, you will play a key role in moving department initiatives and projects forward. You will partner with leaders and business teams to coordinate activities, track deliverables and prepare updates that keep stakeholders informed and work on schedule.

You will also support department communications, events and employee engagement, champion productivity and collaboration tools, and help maintain organized business operations. This role offers exposure to a variety of department priorities and the opportunity to make a meaningful contribution through strong organization, problem-solving and follow-through.

Key Responsibilities

• Serve as a member of the Business Development team, with primary responsibility for supporting department initiatives and projects. Maintain project plans and tracking tools, coordinate activities, monitor milestones and deliverables, and follow up on action items. Support project reviews and department workflows, and communicate progress and issues to business partners.
• Serve as a department technology champion, supporting the use of productivity and collaboration tools. Research and respond to questions about department processes and requests, partnering with other functional areas to resolve issues.
• Prepare leadership materials, Business Development updates, project status reports and metrics. Coordinate recurring management reports and executive submissions to meet established deadlines.
• Coordinate department topics and staff communications, including leadership updates, employee meeting communications and talking points. Support planning for recurring department forums.
• Provide end-to-end event planning and logistical support for department events, leadership meetings, employee onboarding and development sessions. Coordinate branded materials and merchandise as needed.
• Support employee engagement committees, activities and action plans. Assist in communicating plans and progress toward goals to executive leadership.
• Coordinate scheduling and preparation for department and senior leader meetings.
• Partner with internal business teams to maintain organizational charts, employee rosters and recognition records in shared department resources. Support facilities coordination, space validation, workforce tracking and business continuity updates.
• Provide on-boarding and off-boarding assistance to administrative assistants, including identifying office/desk space, requesting system and network access, ordering office equipment and supplies, etc.

Required Qualifications

• Associate Degree; or 3-5 years of equivalent administrative and/or project management experience.
• Adept at building positive and collaborative working relationships.
• Highly organized with a strong attention to detail.
• Capable of managing multiple tasks in a dynamic and fast paced environment.
• Excellent communication skills and ability to negotiate to effectively coordinate department priorities.
• Ability to handle/maintain private and confidential information with discretion.
• Ability to work independently and take proactive initiative on work with little direction.
• Critical thinking and problem-solving skills.
• Proficiency with Microsoft Word, Excel, PowerPoint, SharePoint, Outlook, Copilot or similar AI-enabled tools, Concur, and purchasing systems.

U.S. Work Authorization & Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Pay and benefits

The estimated base salary for this role is $66,700 - $97,700 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Non-Exempt
• Job Family Group
• Business Support & Operations
• Line of Business
• FPPS Wealth Management Solutions