[Remote] Regional Director, Business Development

Note: The job is a remote job and is open to candidates in USA. Cambridge Investment Research, Inc. is seeking a Regional Director of Business Development to drive the growth of their independent broker-dealer platform by recruiting high-quality financial advisors. The role involves managing the recruiting lifecycle, building relationships with prospective advisors, and executing business development strategies to increase revenue and expand markets.

Responsibilities

• Intermediate knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunities
• Manage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit’s business model
• Participate as needed in firm’s conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contacts
• Host Home Office Visits with recruits to provide an exceptional experience to our prospective financial professionals
• Developing rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-up
• Maintain recruits’ activities in CRM including leads, notes, and documentation for all verbal and in-person meetings
• Identify trendsetting ideas by researching industry and related events, publications and share competitive intel with team
• Daily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectives

Skills

• Intermediate knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunities
• Manage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit's business model
• Participate as needed in firm's conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contacts
• Host Home Office Visits with recruits to provide an exceptional experience to our prospective financial professionals
• Developing rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-up
• Maintain recruits' activities in CRM including leads, notes, and documentation for all verbal and in-person meetings
• Identify trendsetting ideas by researching industry and related events, publications and share competitive intel with team
• Daily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectives
• The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channels

Benefits

• Paid time off
• Paid holidays and floating holidays
• Medical, dental, and vision coverage
• Short- and long-term disability
• Company-paid life insurance
• Volunteer time off
• Wellness incentives
• Additional benefits that support you both personally and professionally

Company Overview