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, with a strong understanding of the wealth management landscape. A Series 7 license is required, and experience using Salesforce or another CRM is preferred.

Key skills

Business Development, Sales, Financial Services, Advisor Recruiting, Relationship Management, Consultative Sales, Wealth Management, Salesforce, Communication, Self-Motivation, Organizational Skills, Cold Outreach, Networking, Market Activity, Presentation Skills, Industry Trends

Keywords

Regional Director, Business Development, Remote, Sales, Financial Advisors, High-Net-Worth Clients, Wealth Management, Salesforce, Consultative Sales, Recruiting, Relationship Management, Market Activity, Industry Events, Advisor Teams, Networking, Presentations