Sponsorship Coordinator

Job Summary

The Sponsorship Coordinator manages the sponsorship and licensing process across assigned locations, supporting sponsors from onboarding through licensing completion. This role oversees sponsor development, RIA registration, pipeline management, compliance documentation, reporting, and learning programs while partnering with leadership and operations to drive sponsorship success.

Duties/Responsibilities

• Oversee sponsor onboarding, licensing readiness, RIA registration, development, and pipeline management across multiple assigned offices.
• Manage sponsor tracking and documentation to ensure regulatory compliance and minimize organizational risk.
• Partner with managers, executive leadership, and operations teams to communicate sponsor progress and support development initiatives.
• Conduct weekly sponsor progress meetings and recurring one-on-one meetings with the responsible Vice President.
• Prepare and distribute weekly pipeline and sponsor progress reports.
• Analyze coordinator performance metrics and present monthly results against established goals and targets.
• Conduct 9 sponsor welcome meetings per week.
• Maintain a 40% sponsor conversion rate across assigned locations.
• Maintain a 75% licensing exam pass ratio across assigned locations.
• Coordinate Sponsorship Class and other sponsored learning and development programs.
• Establish sponsorship program expectations and monitor sponsor compliance throughout the licensing process.

Qualifications

• Bachelor's degree in Business Administration, Human Resources, Finance, Insurance, or a related field preferred, or equivalent relevant experience.
• Experience in insurance, financial services, licensing, sales support, training, or program coordination preferred.
• Strong organizational and time-management skills with the ability to manage multiple sponsor pipelines and priorities.
• Strong written and verbal communication skills with the ability to work effectively with employees, managers, and executive leadership.
• Strong analytical skills with experience tracking and reporting performance metrics.
• Strong attention to detail with the ability to maintain accurate licensing and compliance documentation.
• Proficiency with Microsoft Office applications, including Excel, Outlook, and Teams.
• Ability to handle confidential and sensitive information appropriately.

Knowledge, Skills, and Abilities

• Strong relationship-building and communication skills.
• Ability to facilitate meetings and clearly communicate program expectations.
• Ability to analyze performance data and identify trends or areas requiring follow-up.
• Ability to work independently and manage competing priorities.
• Knowledge of insurance licensing, sponsorship, and/or RIA registration processes preferred.
• Ability to work effectively in a fast-paced, deadline-driven environment.

Pay and benefits

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.