Business Development Manager

Advisor GroupScottsdale, AZ
15d$55,000 - $60,000Hybrid

About The Position

We are looking for a driven and motivated individual to join our Business Development team. In this role, you will help solicit and support the recruitment of new financial representatives, assist recruiters in managing and accelerating the sales process, and collaborate across departments to deliver a seamless onboarding experience. This is an exciting opportunity to contribute to the growth of our organization and make a meaningful impact in financial services.

Requirements

  • Minimum 3 years in business development, sales, or sales support.
  • Excellent communication and organizational skills.

Nice To Haves

  • Financial services experience.
  • FINRA licenses.

Responsibilities

  • Provide a five-star experience to prospective financial advisors by guiding them through recruiting and onboarding.
  • Partner with branch offices and external recruiters to support recruiting and close new business.
  • Collaborate with Lead Generation team to follow up on Sales Qualified Leads.
  • Organize meetings for external recruiters and assist with ARC meeting preparation.
  • Collect and review financial documents; engage Finance for validation.
  • Oversee deal creation and approval process with Finance and Recruiting.
  • Orchestrate due diligence with Compliance and Supervision teams.
  • Lead contract review process with Legal.
  • Schedule tech demos and product SME meetings.
  • Work with HOV concierge to prepare pre- and post-HOV materials.
  • Utilize Salesforce and Seismic to develop offer letters/proposals.
  • Prepare press releases and social media for new joins.
  • Update Salesforce continuously and become an expert in digital onboarding tools.
  • Collaborate across internal departments to improve processes.

Benefits

  • health, vision, dental insurance
  • 401k
  • paid time away
  • volunteer days
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