Regional Business Development Manager is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. This will be a regional opportunity that requires traveling ~50% in the West Region. The West Region includes: AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT WA, WY. The candidate must be located within region to be considered for the role.
What you will do:
- Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
- Create a recruiting plan for your territory.
- Accountable for meeting recruitment goals.
- Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
- Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
- Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
- Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
- Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
- Participate in outbound social media and call campaigns related to Business Development.
- Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.
What you need to have:
- 5+ Years directly related work experience within financial services recruiting or sales
- FINRA Series 7, 65 or 66 licenses
- Proven negotiation skills and track record of creating compelling value propositions for prospective clients
- Effective communication and presentation techniques
- Working knowledge of Salesforce and Excel
- Strong understanding of the sales process, pipeline management & metric achievement
- Strong knowledge of the Financial Services industry
What is nice to have:
- Prior experience within a fast-paced independent broker‑dealer environment
- Bachelor’s Degree
- Experience partnering with internal business teams such as Advisory Recruitment, Sales Enablement, Legal, Finance, Transitions, and Onboarding to set our advisors up for success.
- Strong presentation skills and executive presence
- Team-player with a positive, proactive attitude, ability to self-direct and manage teams effectively
- Proficiency and familiarity with Salesforce and MS Office
- History of implementing or improving business development programs, processes, or operating models
Travel Requirements: Up to 50%
Compensation: Total target compensation of up to approximately $320,000 (includes base salary, variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.
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