Regional Business Development Manager

Cetera • United States,

10h • 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 position supports the East region and must be located in one of the following states: AL, CT, DC, DE, FL, GA, MA, ME, MD, MS, NC, NH, NJ, NY, PA, PR, RI, SC, VA, VT, WV.

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

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 your 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.

Benefits

• Inclusive health, dental, vision, and life insurance plans
• Mental health benefits
• 20+ days of paid time off (PTO)
• Paid holidays
• 2 paid wellness days
• 401(k) savings plan with a generous company contribution (up to 5%)
• Access to a financial professional
• Paid parental leave
• Health Savings Account options
• Flexible Spending Account options
• Employee Assistance Program (EAP)
• LifeLock
• Pet Insurance
• Paid caregiver leave

What This Job Offers

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