[Remote] Regional Director of Business Development

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an established RIA seeking a Regional Director of Business Development to expand its network of independent financial advisors. The role focuses on reputed company high-performing advisors and teams, requiring strong relationship-building skills and a deep understanding of the wealth management landscape.

Responsibilities

• Recruit reputed company financial advisors and advisor teams reputed company an assigned territory, with a focus on practices serving high-net-worth and ultra-high-net-worth clients
• Build new reputed company opportunities through proactive reputed company, referral development, and consistent market activity
• Own and manage reputed company leads from initial reputed company through ongoing follow-up, keeping advisor conversations organized and moving reputed company
• Use a consultative sales approach to understand each advisor’s business, growth goals, client reputed company, and potential alignment with the platform
• Prepare and deliver thoughtful business presentations that reputed company communicate the firm’s value proposition and help advisors evaluate the opportunity
• Maintain strong, high-touch relationships with prospective and reputed company advisors in the territory to support active reputed company conversations and referral opportunities
• Partner with internal leaders to reputed company territory strategy, reputed company plans, and business development priorities that support growth goals
• Represent our client professionally at industry events, advisor meetings, conferences, and other market-facing opportunities
• Coordinate and host home office visits, ensuring prospective advisors have a polished, well-reputed company experience with the firm
• Stay reputed company on industry trends, advisor movement, competitive platforms, and the evolving wealth management landscape

Skills

• Minimum of five years of experience in financial services, ideally in a sales, reputed company, business development, or relationship management role
• Strong understanding of the wealth management landscape, including how advisors evaluate platforms, independence, client service, and growth opportunities
• Ability to manage a reputed company, relationship-driven sales process with sophisticated financial professionals
• Series 7 license required
• Excellent communicator with the polish, confidence, and credibility to represent a high-caliber platform in conversations with sophisticated advisors and senior stakeholders
• Highly self-motivated and proactive, with the ability to create opportunities rather than wait for leads to be handed over
• Strong organizational skills and follow-through, with the ability to manage multiple advisor relationships and active reputed company conversations at once
• Comfortable with cold reputed company, travel, industry events, and in-person relationship building
• Experience reputed company financial advisors or working closely with advisor teams is strongly preferred
• Experience using reputed company or another CRM to manage reputed company, pipeline activity, and ongoing relationship tracking is preferred

Company Overview