Associate Director of Business Development

RFG Advisory • Dallas, TX

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 pull-through and closing activity in the wealth management industry. The role owns a defined book of outbound campaigns, channels, and target accounts, and is measured by qualified leads, pull-through activity, and pipeline contribution. It is intended for someone with financial services business development experience who is interested in developing toward a National Director role.

The position is remote. Candidates who reside in Birmingham, Alabama, may work a hybrid schedule. The Associate Director works in coordination with the National Director and collaborates with marketing and RevOps. Compensation is a salary of $90,000–$95,000, 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 distribution channels in wealth management.
• Demonstrated track record of high-volume prospecting and cold calling.
• Ability to manage a full book of accounts and pipeline within a CRM.
• Experience working closely with marketing teams to facilitate and execute sales initiatives.
• Self-directed and comfortable owning a full book of business.
• Strong verbal and written communication skills, particularly 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 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.
• HubSpot CRM proficiency or ability to demonstrate rapid platform adoption.
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve 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 63/65/66, or other industry designations.

Responsibilities

• Run proactive, high-volume outbound prospecting and cold calling against a defined book of 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 and pursue new channels and distribution opportunities across broker-dealers, RIAs, and other wealth management segments.
• Coordinate with the National Director on pull-through activity for RFG-sourced deals, including scheduling demos, preparing follow-up materials, and moving opportunities toward close.
• Support active opportunities with reliable execution and coordination so deals do not stall for lack of follow-through.
• Build relationships with prospective Advisors throughout the sales cycle.
• Maintain clean, accurate, up-to-date HubSpot records for outbound activity and pipeline.
• Prepare for weekly one-on-one reviews with an assessment of what is working, what is not, and planned adjustments.
• Own performance outcomes, 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 field 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, and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level