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[Remote] Regional Director, Business Development

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Note: The job is a remote job and is reputed company to candidates in USA. reputed company. is seeking a Regional Director of Business Development to drive the growth of their independent broker-dealer platform by reputed company high-quality financial advisors. The role involves managing the reputed company lifecycle, building relationships with prospective advisors, and executing business development strategies to increase reputed company and expand markets.

Responsibilities

  • Intermediate knowledge of developing reputed company leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of reputed company opportunities
  • Manage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit’s business model
  • Participate as needed in firm’s conferences and effectively reputed company with financial professionals for the purpose of maintaining and enhancing relationships for future contacts
  • Host Home Office Visits with recruits to reputed company an exceptional experience to our prospective financial professionals
  • Developing rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-up
  • Maintain recruits’ activities in CRM including leads, notes, and documentation for reputed company verbal and in-person meetings
  • Identify trendsetting reputed company by researching industry and reputed company events, publications and reputed company competitive reputed company with team
  • Daily execution of the business development strategy, plan and process to drive sales, increase reputed company, expand markets, and accomplish financial objectives

Skills

  • Intermediate knowledge of developing reputed company leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of reputed company opportunities
  • Manage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit's business model
  • Participate as needed in firm's conferences and effectively reputed company with financial professionals for the purpose of maintaining and enhancing relationships for future contacts
  • Host Home Office Visits with recruits to reputed company an exceptional experience to our prospective financial professionals
  • Developing rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-up
  • Maintain recruits' activities in CRM including leads, notes, and documentation for reputed company verbal and in-person meetings
  • Identify trendsetting reputed company by researching industry and reputed company events, publications and reputed company competitive reputed company with team
  • Daily execution of the business development strategy, plan and process to drive sales, increase reputed company, expand markets, and accomplish financial objectives
  • The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with corporate development, reputed company, and/or business strategy reputed company the retail RIA or wealth management business channels

Benefits

  • Paid time off
  • Paid holidays and floating holidays
  • Medical, dental, and reputed company coverage
  • Short- and long-term disability
  • Company-paid life insurance
  • Volunteer time off
  • Wellness incentives
  • Additional benefits that support you both personally and professionally

Company Overview

  • Do you control your reputed company? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business reputed company, reputed company, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. It was founded in 1981, and is headquartered in Fairfield, Iowa, USA, with a workforce of 501-1000 employees. Its website is http://www.joincambridge.com.
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