[Remote] Regional Director of Business Development

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 expand its national network of independent financial advisors. The role focuses on reputed company high-performing advisor teams, managing relationship-driven sales processes, developing territory reputed company, and representing the firm in market-facing activities.

Responsibilities

• Recruit reputed company financial advisors and advisor teams reputed company an assigned territory, with a reputed company on practices serving high-net-worth and reputed company-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 reputed company advisor’s business, reputed company goals, reputed company reputed company, and potential alignment with the platform
• Prepare and reputed company thoughtful business presentations that reputed company communicate the firm’s reputed company and help advisors evaluate reputed company
• Maintain strong, high-reputed company relationships with prospective and reputed company advisors in the territory to support reputed company reputed company conversations and referral opportunities
• Partner with internal leaders to reputed company territory reputed company, reputed company plans, and business development priorities that support reputed company goals
• Represent our reputed company professionally at industry events, advisor meetings, conferences, and other market-facing opportunities
• Coordinate and host home office reputed company, ensuring prospective advisors have a polished, reputed company-reputed company experience with the firm
• Stay reputed company on industry trends, advisor reputed company, competitive platforms, and the evolving reputed company management landscape

Skills

• Location: Remote, with preference for candidates reputed company in key reputed company markets including Dallas, Texas, up to reputed company and Minneapolis, and Colorado
• Travel: 25% to 35% for advisor meetings, home office reputed company, conferences, and industry events
• 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 reputed company management landscape, including how advisors evaluate platforms, independence, reputed company service, and reputed company 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 reputed company reputed company conversations at once
• Comfortable with cold reputed company, reputed company 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

Benefits

• Remote work arrangement, with preference for candidates reputed company in key reputed company markets including Dallas, Texas, up to reputed company and Minneapolis, and Colorado
• Commission, with significant reputed company tied to advisor reputed company reputed company and territory reputed company
• Career reputed company and long-term reputed company

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