Associate Director of Business Development

RFG Advisory•Nashville, TN

25d•$90,000 - $95,000•Remote

About The Position

RFG Advisory is seeking an Associate Director of Business Development to generate and qualify outbound leads and support sales pull-through and closing activity within the wealth management industry. The role owns a defined book of outbound campaigns, channels, and target accounts, and works closely with the National Director, marketing, and RevOps. It is a relationship-driven, production-oriented position with potential to grow toward a National Director role. The position is remote. Candidates who reside in Birmingham, Alabama, may work a hybrid schedule. Success is measured by qualified leads generated, pull-through activity, and pipeline contribution. The role uses CRM, industry data, AI, and automation tools to support prospect research, outreach, and follow-up.

Requirements

Prior experience in outbound sales, business development, or a client-facing role within financial services is required.
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 within a CRM.
HubSpot proficiency or the ability to demonstrate rapid platform adoption.
Experience working closely with marketing teams to facilitate and execute sales initiatives.
Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot.
Strong verbal and written communication skills, particularly for Advisor-facing outreach, follow-up, and relationship development.
Self-directed approach and comfort owning a full book of business.
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, with the ability to take ownership of misses and adjust quickly.
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

Run high-volume outbound prospecting and cold calling across assigned campaigns, channels, and wealth management target accounts.
Source and qualify at least five leads per month through personal outbound efforts or leads generated by RFG marketing.
Research prospects and verify Advisor and firm details using AssetLink and similar industry data platforms.
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 moving opportunities toward close.
Support active opportunities with reliable execution and coordination so deals continue progressing.
Build relationships with prospective Advisors throughout the sales cycle.
Maintain accurate, up-to-date HubSpot records for outbound activity and pipeline.
Prepare for weekly one-on-one reviews with an assessment of results and planned adjustments.
Own performance numbers, 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 insights to improve targeting, messaging, and campaign performance.
Use AI and automation tools to improve outreach and follow-up efficiency, quality, and consistency.