Regional Director, Business Development

Role Overview

The Director of Business Development is responsible for driving the growth of the firm by identifying, attracting, and recruiting high-quality financial advisors and advisory teams. This individual serves as a strategic business partner and brand ambassador, building relationships with prospective advisors and demonstrating the value of the firm’s technology, service, investment solutions, and culture.

What You Will Do

Manage the full recruiting lifecycle, from prospecting and relationship development through due diligence, offer negotiation, and successful onboarding. Develop recruiting leads, maintain recruits’ activities in CRM, and identify trendsetting ideas by researching industry and related events.

Why It Might Be a Fit

The ideal candidate is a consultative sales professional with deep knowledge of the independent wealth management industry, exceptional relationship-building skills, and a proven track record of influencing financial professionals through complex business decisions.

Requirements

• Intermediate knowledge of developing recruiting leads
• Experience in corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channels
• 5 or more years of experience

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