Senior Manager, Business Development, APP

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Manager, Business Development (APP) to lead the recruitment of Financial Advisors and Accounting Firms, focusing on promoting CFG’s value proposition in the industry.

Responsibilities:

• 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

Requirements:

• 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
• Bachelor's Degree
• FINRA Licenses including Series 7; 65; 66; SIE
• Wholesaling Experience / Recruiting Background
• CPA License (preferred)