区域业务发展经理（西部地区）
Regional Business Development Manager (West Region)
区域业务发展经理负责代表Cetera Financial Group，作为独立、注重增长的财务顾问首选的财富管理公司，并负责招聘潜在的财务顾问。这将是一个需要在西区旅行约50%时间的区域职位。西区包括：AK、AZ、CA、CO、HI、ID、MT、NM、NV、OR、UT、WA、WY。候选人必须位于该区域内才能考虑该职位。
你将负责：
- 通过专业且持续的联系，开发潜在财务顾问的线索并建立关系。
- 制定你所负责区域的招聘计划。
- 对达成招聘目标负责。
- 作为财务顾问的主要联系人，阐述并推销我们的商业模式以及加入Cetera Financial Group的好处。
- 根据对顾问业务组合和其他互动的了解，运用你的判断力评估顾问是否适合Cetera Financial Group。
- 向潜在顾问进行业务演示，并提供关于Cetera Financial Group服务、产品和技术的咨询支持。
- 通过比较我们独立经纪模式与顾问现有薪酬结构，与财务顾问谈判并完成录用。
- 使用工具（包括但不限于Salesforce和Excel）在整个业务发展流程中记录招聘活动。
- 参与与业务发展的外向社交媒体和电话活动。
- 与跨职能团队合作，支持持续的解决方案开发和招聘流程改进。
你需要具备：
- 金融服务业招聘或销售相关工作的5年以上直接经验
- FINRA Series 7、65或66执照
- 出色的谈判技巧和为潜在客户创造有说服力价值主张的业绩记录
- 有效的沟通和演示技巧
- 熟悉Salesforce和Excel
- 对销售流程、销售渠道管理和指标达成有深入理解
- 对金融服务行业有深入了解
加分项：
- 在快节奏的独立经纪交易商环境中工作的经验
- 本科学位
- 与内部业务团队（如顾问招聘、销售支持、法律、财务、过渡和入职）合作的经验
查看英文原文
Regional Business Development Manager is responsible for presenting and representing Cetera Financial Group as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. This will be a regional opportunity that requires traveling ~50% in the West Region. The West Region includes: AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT WA, WY. The candidate must be located within region to be considered for the role.
What you will do:
- Develop leads and build relationships with prospective Financial Advisors, through professional yet persistent, ongoing contact.
- Create a recruiting plan for your territory.
- Accountable for meeting recruitment goals.
- Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with Cetera Financial Group.
- Use your discretion in evaluating an advisor’s fit for Cetera Financial Group through knowledge of their book of business and other interactions with the advisor.
- Deliver business presentations to prospective advisors and provide consultative support on Cetera Financial Group services, products, and technology.
- Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.
- Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.
- Participate in outbound social media and call campaigns related to Business Development.
- Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.
What you need to have:
- 5+ Years directly related work experience within financial services recruiting or sales
- FINRA Series 7, 65 or 66 licenses
- Proven negotiation skills and track record of creating compelling value propositions for prospective clients
- Effective communication and presentation techniques
- Working knowledge of Salesforce and Excel
- Strong understanding of the sales process, pipeline management & metric achievement
- Strong knowledge of the Financial Services industry
What is nice to have:
- Prior experience within a fast-paced independent broker‑dealer environment
- Bachelor’s Degree
- Experience partnering with internal business teams such as Advisory Recruitment, Sales Enablement, Legal, Finance, Transitions, and Onboarding to set our advisors up for success.
- Strong presentation skills and executive presence
- Team-player with a positive, proactive attitude, ability to self-direct and manage teams effectively
- Proficiency and familiarity with Salesforce and MS Office
- History of implementing or improving business development programs, processes, or operating models
Travel Requirements: Up to 50%
Compensation: Total target compensation of up to approximately $320,000 (includes base salary, variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans). Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.
Originally posted on Himalayas