Regional Business Development Manager
At a glance
Mid-level Business Development role at Candidate Experience site (CX). San Diego · full-time · $110,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and nurture relationships with prospective Financial Advisors through persistent outreach
- Set a territory recruiting plan and work toward its recruitment goals
- Present CFG’s model, services, products, and technology to prospective advisors
- Assess advisor fit, compare compensation models, and negotiate offers through close
- Track pipeline activity in Salesforce and Excel while improving recruiting workflows with partner teams
What you bring
- At least five years of financial-services sales experience, including wholesaling, recruiting, branch management, or complex management
- A FINRA Series 7, 65, or 66 license
- Strength in negotiation, value propositions, communication, and presentations
- Working knowledge of Salesforce, Excel, sales processes, relevant metrics, and financial services
Who this fits
You’ll fit this role if you have established relationships with Financial Advisors and an entrepreneurial approach to business development. You must live in the Western Region, including AK, CA, CO, HI, ID, NV, OR, UT, or WA. Expect to travel throughout that region for at least half of your time.
From the employer
Cetera Financial Group (CFG) is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG’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. 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 will be a regional opportunity that requires traveling 50% or more of the time to the Western Region. The Western Region includes AK, CA, CO, HI, ID, NV, OR, UT, WA. The candidate must be located within region to be considered for the role.
What you will do:
• 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.
What you will need to have:
• Minimum 5+ years related work experience within financial services within a sales environment. IE, 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.
Compensation:
The annual base salary is $110,000.00 plus an incentive-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
Not this one either?
Claude or ChatGPT reads the other 90,537 for you.
Get better matches →
