Regional Director of Business Development

Role responsibilities

The Regional Director of Business Development will recruit qualified financial advisors and advisor teams within an assigned territory, focusing on high-net-worth clients. They will build new recruiting opportunities through proactive outreach and maintain strong relationships with prospective and current advisors.

Requirements

Candidates should have a minimum of five years of experience in financial services, ideally in sales or recruiting roles. A strong understanding of the wealth management landscape and experience with Salesforce or another CRM is preferred.

Key skills

Business Development, Sales, Financial Services, Advisor Recruiting, Relationship Management, Consultative Sales, Wealth Management, Salesforce, Communication, Organizational Skills, Proactive Outreach, Market Activity, Presentation Skills, Networking, Industry Trends, Client Service

Keywords

Financial Advisors, High-Net-Worth Clients, Salesforce, Wealth Management, Recruiting, Business Development, Consultative Sales, Advisor Teams, Market Activity, Industry Events, Relationship Management, Proactive Outreach, Networking, Client Service, Presentation Skills, Organizational Skills, Cold Outreach