Regional Business Development Manager - Midwest Region jobs in United States
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Cetera Financial Group · 1 month ago

Regional Business Development Manager - Midwest Region

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$110K/yr - $110K/yr
date5+ years exp

Cetera Financial Group (CFG) is currently seeking a Regional Business Development Manager who will lead the Business Development process by driving the recruitment of Financial Advisors into CFG’s network of Broker-Dealers. This role is responsible for managing the recruitment of prospective Financial Advisors and promoting CFG’s value proposition in the industry.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

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 CFG
Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor
Deliver business presentations to prospective advisors and provide consultative support on CFG 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

Qualification

FINRA Series 7SalesforceFinancial Services knowledgeExcelNegotiation skillsPresentation skillsSales processCommunity representationEffective communication

Required

Minimum 5+ years related work experience within financial services within a sales environment. IE, Wholesaler, Recruiters, Branch Managers, Complex Managers
FINRA Series 7, 65 or 66 licenses
Negotiation and creating compelling value propositions for prospective clients
Effective communication and presentation techniques
Working knowledge of Salesforce and Excel
Understanding of the sales process and relevant metrics
Strong knowledge of the Financial Services industry
Ability to represent CFG within the community and professional organizations

Benefits

Incentive-based bonus

Company

Cetera Financial Group

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Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
dateFounded in 2010
location
San Diego, California, USA
people-size1001-5000 employees
web-link
http://www.cetera.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired

Leadership Team

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Michael Durbin
Chief Executive Officer
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Dan Burkott
Chief Compliance Officer - Tax Channel
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Recent News

PR Newswire
Cetera Chief Operating Officer Tom Gooley to Retire Following Planned Transition
2026-01-07
Investment News
Cetera COO Tom Gooley to retire in planned leadership transition
2026-01-07
Pulse 2.0
Cetera Onboards $250 Million Firm Guided Financial Strategies
2025-12-27
Company data provided by crunchbase