P000355-Regional Business Development Manager

Cetera•San Diego, CA

3d•$110,000 - $121,000•Remote

About The Position

Cetera Financial Group (CFG) is seeking a Regional Business Development Manager to lead the Business Development process by driving the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. This role is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors. The Regional Business Development Manager will manage the recruitment of prospective Financial Advisors and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. This is a regional opportunity requiring travel of 50% or more to the Western Region (AK, CA, CO, HI, ID, NV, OR, UT, WA). The candidate must be located within the region.

Requirements

Minimum 5+ years related work experience within financial services within a sales environment (e.g., Wholesaler, Recruiters, Branch Managers, Complex Managers).
FINRA Series 7, 65 or 66 licenses.
Negotiation and creating compelling value propositions for prospective clients.
Effective communication and presentation techniques.
Working knowledge of Salesforce and Excel.
Understanding of the sales process and relevant metrics.
Strong knowledge of the Financial Services industry.
Ability to represent CFG within the community and professional organizations.

Nice To Haves

Established relationships.
Entrepreneurial drive for success.

Responsibilities

Develop leads and build relationships with prospective Financial Advisors through professional yet persistent, ongoing contact.
Create a recruiting plan for your territory.
Meet 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.
Evaluate 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 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.