[Remote] Regional Director, Business Development
Note: The job is a remote job and is open to candidates in USA. Cambridge Investment Research, Inc. is seeking a Regional Director of Business Development to drive the growth of their independent broker-dealer platform by recruiting high-quality financial advisors. The role involves managing the recruiting lifecycle, building relationships with prospective advisors, and executing business development strategies to increase revenue and expand markets.ResponsibilitiesIntermediate knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunitiesManage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit’s business modelParticipate as needed in firm’s conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contactsHost Home Office Visits with recruits to provide an exceptional experience to our prospective financial professionalsDeveloping rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-upMaintain recruits’ activities in CRM including leads, notes, and documentation for all verbal and in-person meetingsIdentify trendsetting ideas by researching industry and related events, publications and share competitive intel with teamDaily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectivesSkillsIntermediate knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunitiesManage the transition of new recruits by supporting the transition coordinator, communicating with other teams to support the recruit's business modelParticipate as needed in firm's conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contactsHost Home Office Visits with recruits to provide an exceptional experience to our prospective financial professionalsDeveloping rapport with key decision makers and ensuring excellent customer service through consistent and effective follow-upMaintain recruits' activities in CRM including leads, notes, and documentation for all verbal and in-person meetingsIdentify trendsetting ideas by researching industry and related events, publications and share competitive intel with teamDaily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectivesThe ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channelsBenefitsPaid time offPaid holidays and floating holidaysMedical, dental, and vision coverageShort- and long-term disabilityCompany-paid life insuranceVolunteer time offWellness incentivesAdditional benefits that support you both personally and professionallyCompany OverviewDo you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, 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.