Associate Director of Business Development
About The Position
RFG Advisory is seeking an Associate Director of Business Development to generate and qualify leads that support the growth of its independent financial advisor platform. This is a remote role; candidates who reside in Birmingham, Alabama, may work a hybrid schedule. The role owns a defined book of outbound campaigns, channels, and target accounts within wealth management, and supports the National Director with deal pull-through and closing activity. It is a relationship-driven, production-oriented position for a professional with financial services business development experience who is interested in progressing toward a National Director role. The Associate Director conducts outbound prospecting, maintains a qualified pipeline and accurate CRM records, supports active sales opportunities, and collaborates with marketing and RevOps on campaigns. Success is measured by qualified leads generated, pull-through activity, and pipeline contribution.
Requirements
- Prior experience in outbound sales, business development, or a client-facing role within financial services; stated as required and non-negotiable.
- Strong familiarity with broker-dealers, RIAs, and other wealth management distribution channels.
- Demonstrated track record in high-volume prospecting and cold calling.
- Ability to manage a full book of accounts and pipeline in a CRM.
- HubSpot proficiency or ability to demonstrate rapid adoption of the platform.
- Experience working closely with marketing teams to facilitate and execute sales initiatives.
- Self-directed, with the ability to own a full book of business and individual outcomes.
- Strong verbal and written communication skills, especially for Advisor-facing outreach, follow-up, and relationship development.
- Production-oriented mindset focused on pipeline contribution and qualified leads, not activity volume alone.
- Ability to collaborate with marketing, RevOps, and the National Director while maintaining individual accountability.
- Demonstrated interest in a long-term career in business development and relationship management within wealth management.
- Coachable and prepared, able to review performance, own misses, and adjust quickly.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot for outreach, research, and workflow productivity.
- Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent professional experience.
Nice To Haves
- Experience with AssetLink, Discovery Data, or comparable industry data platforms.
- FINRA licensing such as SIE, Series 7, Series 63, Series 65, or Series 66.
- Other industry designations.
Responsibilities
- Conduct high-volume outbound prospecting and cold calling to target accounts, campaigns, and channels in wealth management.
- Generate and qualify at least five leads per month through personal outbound efforts or RFG marketing-generated leads.
- Use AssetLink and similar industry data platforms to research prospects, verify Advisor and firm details, and improve outreach targeting.
- Identify new channels and distribution opportunities across broker-dealers, RIAs, and other wealth management segments.
- Coordinate with the National Director on deal pull-through, including scheduling demos, preparing follow-up materials, and advancing opportunities toward close.
- Provide execution support on active opportunities and ensure consistent follow-through and coordination.
- Build and maintain relationships with prospective Advisors throughout the sales cycle.
- Maintain clean, accurate, and current records in HubSpot across outbound activity and pipeline.
- Prepare for weekly 1:1 reviews with an assessment of results, challenges, and next steps.
- Own performance metrics, including qualified leads, pull-through activity, and pipeline contribution.
- Collaborate with marketing and RevOps to create, execute, and assess outreach initiatives and sales campaigns.
- Share prospecting intelligence to improve targeting, messaging, and campaign performance.
- Use AI and automation tools to improve outreach and follow-up efficiency, quality, and consistency.
Benefits
- Competitive salary and bonus pool.
- Uncapped commission opportunities.
- Generous paid time off, holidays, and a Charitable Service Day.
- Health, dental, and vision insurance, plus an RFG Advisory stipend.
- Flexible Spending Account for health and dependent care, plus an HSA for applicable coverage.
- Lifestyle Spending Account.
- 401(k) with Safe Harbor contribution.
- Paid parental leave.
- Short- and long-term disability insurance.
- Life insurance.
- Surface Pro and home office setup.
- Pet insurance.
- Continuing education and professional development support.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
