Job description

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. #LI-Remote At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As a Regional Business Development Manager is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors.

Requirements

Must-haves

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.
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.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: oracle-cloud
Effort: medium