Regional Business Development Manager

Cetera Financial Group 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 role is pivotal in presenting CFG as the wealth management firm of choice for independent Financial Advisors and managing the recruitment process effectively.

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

Requirements:

• 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