Regional Business Development Manager (East Region)
Mid-level Business Development role at Candidate Experience site (CX). Remote, United States · full-time · $100,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- You'll find and nurture prospective Financial Advisor relationships through steady professional outreach
- You'll set a territory recruiting plan and work toward its advisor hiring targets
- You'll explain Cetera's model, services, products, and technology in presentations and advisory conversations
- You'll assess advisor fit, negotiate offers, and close affiliations by comparing compensation models
- You'll log pipeline activity in Salesforce and Excel, join outreach campaigns, and improve recruiting processes with partner teams
What you bring
- You have a bachelor's degree and at least five years in financial-services recruiting or sales
- You hold FINRA Series 7, 65, or 66 licensing
- You bring negotiation results, persuasive value propositions, and strong communication and presentation skills
- You know Salesforce, Excel, sales pipelines, metrics, and the financial services industry
Who this fits
This suits someone who can recruit and sell to independent, growth-oriented Financial Advisors while managing a territory pipeline. You'll work remotely in the United States, but you must live in one of the listed East-region states. Travel can reach up to fifty percent.
From the employer
Regional Business Development Manager is responsible for presenting and representing Cetera Financial Group 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.
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 Cetera Financial Group .
- Use your discretion in evaluating an advisor’s fit for Cetera Financial Group through knowledge of their book of business and other interactions with the advisor.
- Deliver business presentations to prospective advisors and provide consultative support on Cetera Financial Group 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.
REQUIRED KNOWLEDGE, SKILLS & ABILITIES
- 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
Travel REQUIREMENTS
Up to 50%
COMPENSATION
The salary range for this role is $100,000 plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.
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