Client Operations Coordinator Jobs Near Me

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Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

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At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.

We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.

Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.

About the Position
The Growth Operations Coordinator supports the execution and day‑to‑day operations of the firm's Growth initiatives across Marketing, Business Development, and Client Experience. The individual in this role will work closely with the Senior Vice President of Business Development and is responsible for coordinating prospect and center of influence activity, maintaining pipeline data in the client relationship management system (CRM), tracking priorities, driving next-step accountability, and ensuring follow‑through on all growth‑related activities.

The Growth Operations Coordinator serves as the execution hub for Growth Team activity, helping HC scale a repeatable business development process while delivering a polished high-touch experience for prospects, referral partners, and internal teammates.

The individual in this role is highly organized, detail‑oriented, proactive, and energized by supporting a fast‑moving growth engine, keeping projects on track, and serving as a key connective point across teams.

Position Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary Investment management and financial planning services

• Own the day-to-day management and integrity of the HC business development pipeline within the firm's Client Relationship Management system (CRM), including stage movement, source attribution, contact record accuracy, activity capture, and next-action dates.
• Monitor all active leads (inbound and outbound), prospects, referral relationships, and opportunities to ensure each has a current status, defined owner, and documented next step.
• Run weekly pipeline reports, audit to identify stalled opportunities, overdue follow-up, aging issues, missing data, and unclear ownership; escalate or resolve as appropriate.
• Prepare pipeline review materials including dashboards for the Senior Vice President of Business Development and Growth Team leadership, highlighting volume, source quality, discovery activity, stage movement, conversion trends, bottlenecks, and execution gaps.
• Help maintain standard stage definitions and process expectations across the pipeline, including inquiry, qualified lead, discovery scheduled, discovery completed, proposal in process, decision pending, won, lost, and nurture.
• Coordinate scheduling, preparation, agendas, meeting support, and follow-up on pipeline management, COI, and strategic growth meetings.
• Assist with planning and execution of growth campaigns, events, seminars, and referral-development initiatives; document outcomes and conversion activity in the CRM.
• Surface actionable insights for the Senior Vice President of Business Development by identifying trends in referral quality, follow-up effectiveness, stage conversion, and workflow friction.
• Support leadership reporting by maintaining accurate metrics tied to growth goals, team accountability, and business development effectiveness.
• Partner with advisors, marketing, operations, and client service teams to ensure growth activity aligns with firm capacity and service expectations.
• Coordinate the transition from won prospect to onboarding by ensuring clear hand-off of notes, commitments, documentation, and internal ownership.
• Help reinforce consistency in the prospect experience so every interaction reflects HC's standards for professionalism, responsiveness, and care.

• Bachelor's or Associate's Degree, or equivalent work experience, required.
• 3-5 years of experience providing outstanding client service utilizing a client relationship management (CRM) system including common workflows such as lead handling, discovery scheduling, proposal coordination, and onboarding handoff, required.
• Experience with supporting teams in referral-development efforts, and event-driven business development activity.
• Demonstrated high level of accuracy, passion for details, and ability to multi-task in a fast-paced environment.
• Proactively collaborates with teammates and takes initiative to advance work efficiently from start to completion.
• Outstanding communication, analytical, and organizational skills.
• Proficiency with Microsoft Office suite including Excel, and aptitude to learn specialized software programs.