Associate Director of Business Development

RFG Advisory•Tampa, FL

1d•$90,000 - $95,000•Remote

About The Position

RFG Advisory is seeking an Associate Director of Business Development to generate and qualify leads for its independent financial advisor platform. The role owns a defined book of outbound campaigns, channels, and target accounts in wealth management, conducts proactive outreach, and supports the National Director with deal pull-through and closing activity. It is a relationship-driven, production-oriented position intended for someone with financial services business development experience who is interested in growing toward a National Director role. The position is remote. Employees who reside in Birmingham, Alabama, may work a hybrid schedule. The role collaborates with marketing and RevOps on outreach initiatives, uses CRM and industry data platforms to manage and research prospects, and leverages AI and automation to improve outreach and follow-up. Compensation is a $90,000–$95,000 salary, with a bonus pool and uncapped commission opportunities.

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 in a CRM.
Experience working closely with marketing teams to facilitate and execute sales initiatives.
Proficiency with HubSpot CRM, or ability to demonstrate rapid adoption of the platform.
Strong verbal and written communication skills for advisor-facing outreach, follow-up, and relationship development.
Self-directed approach and ability to own 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 remaining accountable for individual outcomes.
Demonstrated interest in a long-term career in business development and relationship management within wealth management.
Coachable and prepared, with the ability to own misses and adjust quickly.
Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent professional experience.
Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot.

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 relevant industry designations.

Responsibilities

Conduct high-volume outbound prospecting and cold calling across defined campaigns, channels, and wealth-management target accounts.
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 and pursue new channels and distribution opportunities among broker-dealers, RIAs, and other wealth-management segments.
Coordinate with the National Director on pull-through for RFG-sourced deals, including scheduling demonstrations, preparing follow-up materials, and moving opportunities toward close.
Support active opportunities through reliable execution and coordination so deals do not stall.
Build relationships with prospective advisors throughout the full sales cycle.
Maintain accurate, up-to-date records in HubSpot across outbound activity and pipeline.
Prepare for weekly one-on-one reviews with an assessment of results, challenges, and planned adjustments.
Own performance metrics, including qualified leads generated, 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 efficiency, quality, consistency, research, and workflow productivity.