Associate Director, Business Development - Financial Professional Recruiting
United States
Full Time
3 hours ago
H1B Sponsor
Key skills
Financial services knowledgeRecruitment lifecycle managementCRM proficiencyBusiness development strategiesCommunication skillsNegotiation skillsInterpersonal skillsIndustry insightsFINRA Series 99Organizational skillsDetail-orientedRelationship buildingCRMCommunicationNegotiation
About this role
Cambridge Investment Research, Inc. is a leading independent broker-dealer dedicated to supporting financial advisors. The Associate Director, Business Development plays a critical role in driving growth by identifying and onboarding financial advisors, managing the full recruitment lifecycle, and executing proactive recruiting strategies.
Responsibilities:
- Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors
- Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm’s values and business model
- Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience
- Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities
- Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm
- Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up
- Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization
- Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team
- Execute daily business development strategies to drive recruitment efforts, expand the firm’s reach, and achieve growth objectives
Requirements:
- Strong relationship-building skills
- Deep understanding of the financial services industry
- Passion for connecting professionals with the right platform to achieve success
- Highly organized and detail-oriented
- Ability to manage multiple priorities
- Excellent communication skills
- Excellent negotiation skills
- Excellent interpersonal skills
- Proficient in CRM systems to track recruiting efforts
- Willingness to travel for conferences and recruiting meetings as needed
- Financial Industry Regulatory Authority (FINRA) Series 99 is required within 12 months