2 open positions available
Develops new business and maintains community relationships to increase brand visibility and client base. | Requires 3+ years in business development or related fields, with strong communication, organization, and CRM proficiency, preferably within financial services. | Keystone Wealth Management Position: Business Development & Community Relations Manager Office Location: Seven Fields, PA About Keystone Wealth Management Keystone Wealth Management is a relationship-focused financial planning firm serving families and individuals throughout Seven Fields, Butler County, and the greater Pittsburgh region. Our mission is to help families build clarity, confidence, and long-term financial security through trusted advice and meaningful relationships. Position Overview Keystone Wealth Management is seeking a part-time Business Development & Community Relations Manager to lead local growth initiatives, expand professional referral partnerships, and increase brand visibility in the community. This role is responsible for generating qualified opportunities through proactive outreach, strategic marketing efforts, and relationship cultivation. The ideal candidate is results-driven, highly professional, and confident representing a respected wealth management firm in both one-on-one and public settings. This is a hybrid role requiring both in-office presence in Seven Fields and frequent local travel throughout the Cranberry, Butler County, and North Pittsburgh region. Key Responsibilities · Develop new business by proactively reaching out to professional referral sources, including CPAs, attorneys, real estate professionals, insurance professionals, and other centers of influence · Maintain and deepen relationships with existing referral partners through consistent touchpoints · Represent Keystone Wealth Management at local networking events, community functions, and industry gatherings throughout Seven Fields and surrounding areas · Implement an individual sales and outreach strategy aligned with firm goals to achieve monthly business development targets · Conduct cold and warm outreach via phone, email, and in-person meetings · Collaborate closely with Leadership to align outreach strategy, messaging, and brand presence · Track outreach activity, referrals, and progress toward goals using CRM or internal systems · Support social media presence and engagement strategies that reflect community initiatives. · Work with firm leadership to create strategic plans for territory growth and client engagement. What You Bring · 3+ years of experience in business development, marketing, or relationship-based sales · Experience within financial services, wealth management, insurance, banking, or professional services strongly preferred · Strong understanding of the financial advisor landscape and referral-based growth models · Proven ability to build trust and long-term professional relationships · Highly organized with strong follow-through and accountability · Excellent verbal and written communication skills · Comfortable initiating outreach and handling objections professionally · Self-motivated and performance-driven · Proficiency with CRM systems and basic marketing tools Schedule & Compensation · Part-time, 16 -24 hours per week · Combination of office, fieldwork, and local travel · Competitive hourly wage + performance-based incentives
Oversee IT support services and infrastructure, develop procedures, and lead continuous improvement efforts. | Requires 4-6 years of IT support experience, proficiency in hardware, software, networking, and security, with a bachelor’s degree in a related field. | Company Overview Good Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success. We provide education, tools, and ongoing support advisors need to build, manage, and grow thriving independent practices so they can focus on what matters most: serving clients, growing their business, and living their version of the good life. Position Summary This role is responsible for overseeing the seamless operation of the organization's IT support services and overall IT infrastructure. You will also have the opportunity to lead continuous improvement efforts by optimizing technology in support of advisor and firm operations. The position requires strong critical thinking, troubleshooting, and interpersonal skills to ensure alignment with company goals and deliver measurable results. The role is accountable for developing and enforcing IT policies, managing software and hardware assets, and ensuring data security and compliance. What Success Looks Like In 12–18 Months • Primary owner of IT service and support infrastructure • Provide hands on management and strategic oversight of the department • Analyze current processes, activities and workstreams and develop tools and process improvements to optimize department and service excellence Primary Responsibilities Operational Excellence • Research and recommend innovative and automated approaches for system administration tasks; identify outcomes that leverage our resources and provide economies of scale • Accountable for outstanding customer service to staff and team members • Create, track, and maintain reports and provide updates to upper management Procedure Ownership • Develops and maintains effective relationships through effective, timely communication and meets deadlines. • Clearly documents all IT procedures and follows best practice change management for configuration changes to IT systems • Create and manage escalation procedures and ensure service levels are maintained. • Oversee the establishment of resources such as knowledge-based articles and white papers to resolve user issues Technology Management • Perform daily system monitoring, verifying the integrity and availability of all hardware, server resources, systems and key processes, reviewing system and application logs • Repair and recover from hardware or software failures; coordinate and communicate with impacted departments • Ensure compliance with relevant laws, regulations, and best practices in IT support and cybersecurity Leadership Intangibles • Strong alignment with Good Life values in Winning Together: • Being the best takes 110% • Deliver on Your Promises • Be Curious & Embrace Change • Serving on Purpose for the Greater Good • Ability to build trust and credibility across teams. • Exceptional communication and critical thinking skills. • Multi-tasking and time management skills • Prioritization and triage of inbound service volume to meet SLA commitment Required Skills • Proficiency in computer hardware, software, cabling, installation, networking, and security • Setup, repair, and maintenance of networking equipment • Excellent understanding of IT infrastructure, including hardware, software, and network systems. • Exceptional time management and prioritization skills. Required Qualifications • Bachelor’s Degree required; preferred in Information Technology, Computer Science and Network Administration or related field • 4-6 years of experience in IT service and support • Proven experience in Managed Services, Tech Support, and IT Infrastructure Compensation The base pay range for this role is $85,000 – $100,000 per year.
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