Regional Business Development Manager (West Region)

Cetera•San Diego, CA

11h•Remote

About The Position

The Regional Business Development Manager is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. This is a regional opportunity that requires traveling 50% or more of the time to the West Region, which includes AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT, WA, WY. The candidate must be located within the region to be considered for the role.

Requirements

Bachelor’s Degree
5+ Years directly related work experience within financial services recruiting or sales
FINRA Series 7, 65 or 66 licenses
Proven negotiation skills and track record of creating compelling value propositions for prospective clients
Effective communication and presentation techniques
Working knowledge of Salesforce and Excel
Strong understanding of the sales process, pipeline management & metric achievement
Strong knowledge of the Financial Services industry

Nice To Haves

Prior experience within a fast-paced independent broker‑dealer environment
Experience partnering with internal business teams such as Advisory Recruitment, Sales Enablement, Legal, Finance, Transitions, and Onboarding to set our advisors up for success.
Strong presentation skills and executive presence
Team-player with a positive, proactive attitude, ability to self-direct and manage teams effectively
Proficiency and familiarity with Salesforce and MS Office
History of implementing or improving business development programs, processes, or operating models

Responsibilities

Develop leads and build relationships with prospective Financial Advisors through professional yet persistent, ongoing contact.
Create a recruiting plan for your territory.
Accountable for meeting recruitment goals.
Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
Use discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.
Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.
Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
Participate in outbound social media and call campaigns related to Business Development.
Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.