Regional Business Development Manager, Tax Channel
Mid-level Business Development role at Candidate Experience site (CX). Remote, United States · full-time · $100,000–$110,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build a territory plan, develop leads, and recruit Financial Advisors and accounting or CPA firms
- Present CFG’s model, services, products, and technology while advising prospective affiliates
- Evaluate advisor fit, compare compensation structures, negotiate offers, and close affiliations
- Log recruiting activity in Salesforce and Excel while tracking goals and sales metrics
- Run outbound call and social campaigns and help improve recruiting processes with other teams
What you bring
- At least five to eight years in financial-services sales, public accounting, wealth management, or advisory
- A FINRA Series 7, 65, or 66 license
- Negotiation ability, persuasive value-proposition skills, and strong communication and presentation technique
- Working knowledge of Salesforce, Excel, sales metrics, and the financial-services industry
Who this fits
You’ll suit this role if you have established industry relationships and an entrepreneurial approach to recruiting growth-oriented firms. The job is remote within the United States, with travel required for half of the working time. You’ll also represent CFG in community and professional organizations.
From the employer
Cetera Financial Group (CFG) is currently seeking an experienced Regional Business Development Manager, Tax Channel, who will lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey program. This will be a work from home opportunity that requires traveling 50% of the time.
What you will do:
-Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
-Recruiting Accounting/CPA Firms -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 need to have:
-Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.
-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.
What is nice to have:
-Bachelor’s Degree
-FINRA Licenses including Series 7; 65; 66; SIE
-Wholesaling Experience / Recruiting Background
-CPA License (preferred)
Travel Requirements: 50%
Compensation: The base annual salary range for this role is $100K-$110K, plus an incentive-based performance 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.
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