Rockstar is recruiting for a boutique wealth advisory firm that specializes in serving pre-retirees and retirees. Operating with a close-knit, collaborative team, the firm is known for its warm, educational approach—leveraging media channels, radio presence, and live seminars to generate genuine interest from prospective clients.

Position Overview & Internal Alignment

As a core member of the team, the Growth Opportunities Coordinator serves as the heart of the client journey and the operational driver of the business development pipeline. Operating in a close-knit, collaborative environment, this position focuses on taking ownership of inbound marketing funnels and maximizing pipeline flow to directly support the firm’s net new business goals. Rather than transactional or cold outreach, this role centers entirely on managing and nurturing warm interest generated from active media channels, radio presence, and educational seminars. Grounded in a culture of mu...