We are seeking a Regional Business Development Manager to lead the Business Development process by driving the recruitment of Financial Advisors into Cetera Financial Group's network of Broker-Dealers. This is a pivotal role responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors.
Requirements
- Develop leads and build relationships with prospective Financial Advisors.
- 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 built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
