Regional Business Development Manager

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. 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 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.

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 Public Posting Range should be published on the posting if required by state/local law (Public Posting Salary Range will appear even if not required by law). 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.