Associate Director, Business Development

Cambridge Investment Research • Fairfield, IA

311d • $65,000

About The Position

Cambridge Investment Research, Inc. stands as one of the nation's premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed. We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners. At Cambridge, we don't just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.

Requirements

• 4+ years of experience in recruiting with a strong background in the financial services industry, specializing in independent broker-dealers, RIAs, and financial advisor business models.
• Skilled in developing and maintaining relationships with financial professionals.
• Excellent communication, negotiation, and interpersonal skills.
• Highly organized with keen attention to detail and the ability to manage multiple priorities.
• Proficient in CRM systems for tracking recruiting efforts and analyzing industry trends to enhance recruitment strategies.
• Willing to travel for conferences and recruit meetings as needed.

Nice To Haves

• Experience in financial advisor recruitment.
• Knowledge of industry trends and market developments.

Responsibilities

• Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors.
• Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm's values and business model.
• Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience.
• Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities.
• Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm.
• Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up.
• Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization.
• Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team.
• Execute daily business development strategies to drive recruitment efforts, expand the firm's reach, and achieve growth objectives.

Benefits

• Comprehensive medical, dental, and vision plans.
• Wellness stipends and resources.
• Mental health support.
• 401(k) retirement plan with company matching program.
• Paid time off.
• Eleven paid holidays.
• Family leave.
• Options for hybrid work.
• Access to learning platforms, mentorship programs, and leadership training.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree