Business Development Officer
First responders trust their own. This role is for retired or transitioning first responders who want to stay connected to the profession leveraging their credibility and relationships to help fellow first responders access the financial education and planning they deserve. You will serve as a connector, educator, and trusted voice in the community.
What You Will Do
- Build relationships with departments, unions, and associations where you have established credibility
- Generate qualified financial planning opportunities and schedule Roadmap meetings with advisors
- Support financial education trainings and community events
- Maintain CRM pipeline and activity tracking. Consistency and follow-through are essential
Ideal Background
Retired or transitioning firefighter or law enforcement officer with minimum 10 years of service, demonstrated leadership experience, and strong professional relationships within the first responder community. Chief officers, command staff, and union leaders are strongly encouraged to apply.
Compensation
Full-time: $60,000 annual stipend + performance bonuses · Part-time: $30,000 annual stipend + performance bonuses
Vice President of Investments
Investment strategy at Anew is not separate from planning, it is part of the trust our clients place in us. We are seeking a disciplined investment leader to build and oversee portfolio strategy, support advisors with clear investment guidance, and ensure the firm delivers consistent, thoughtful stewardship for the first responder families and organizations we serve.
What You Will Do
- Oversee portfolio strategy, model construction, and investment research
- Support advisors and investment-related client conversations
- Monitor performance, risk alignment, and portfolio consistency
- Refine the firm's investment process and decision-making structure
- Leverage technology and AI tools to improve efficiency and insight
Ideal Background
Experience in portfolio management, investment strategy leadership, or wealth management investment design. RIA or advisory firm background strongly preferred. Analytical, disciplined, and able to connect market insight with real-world client planning needs.
Vice President of Operations
This role is the bridge between strategy and execution responsible for building the systems, workflows, and internal infrastructure that allow Anew Advisors to deliver on its promises at scale. If you thrive in growing environments and can turn complexity into repeatable process, this role was built for you.
What You Will Do
- Oversee client onboarding workflows and operational consistency
- Manage and improve CRM systems and data integrity
- Build and document repeatable processes across operations, advisors, and business development
- Support client communication and service standards
- Help leadership prioritize, organize, and execute key initiatives
Ideal Background
Operations management, client service leadership, or business process design. Financial services experience strongly preferred. Highly organized, detail-oriented, and comfortable creating order in a fast-moving, growth-stage environment.
Investment Implementation & Onboarding Specialist
Every client relationship begins with execution. This role ensures that new clients move efficiently from onboarding to fully implemented accounts accurately, professionally, and without gaps. You will work directly with leadership across business development and investment operations, playing a critical role in how clients experience the firm from day one.
What You Will Do
- Move accounts from approval through funding to fully invested
- Execute investment model assignments and support trade placement
- Maintain accurate data across CRM, custodian, and reporting tools
- Ensure accounts are properly set up for billing and revenue activation
- Support rebalancing, cash deployment, and account monitoring
Ideal Background
Strong attention to detail and organizational skills. Comfortable in digital systems. Interest in finance, investing, or business operations. Experience with CRM systems or financial services is a plus but not required. This role is designed as an entry point with a clear path to full-time growth.
Compensation
$20–$25 per hour · Clear path to full-time role based on performance
Marketing & Administrative Intern
This role supports the firm's growth through marketing execution, content development, and operational support. You will work directly with leadership on projects that drive real business outcomes, not busy work. If you are creative, organized, and excited to learn how modern marketing systems work, this is a strong starting point.
What You Will Do
- Assist with social media posting, scheduling, and campaign execution
- Build and maintain landing pages and support funnel development
- Support email marketing, webinar campaigns, and follow-up sequences
- Help with content creation including captions, emails, blog drafts, and educational materials
- Use AI tools (ChatGPT, Canva) to improve efficiency and content quality
- Support CRM organization, contact segmentation, and marketing automation via Snappy Kraken
Ideal Background
Strong written communication and organizational skills. Comfortable learning new technology platforms quickly. Familiarity with Canva, social media tools, or CRM systems is a plus. Interest in marketing, branding, or business operations. No prior financial services experience required.
Compensation
$20–$25 per hour · Clear path to full-time role based on performance