Apply on Employer Site

Cambridge Investment Research, Inc. · 13 hours ago

RVP, Business Development

Fairfield, IA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer dedicated to supporting financial advisors. The Regional Vice President (RVP), Business Development is responsible for driving the firm's growth strategy through recruitment and relationship management with financial professionals.

BankingFinanceFinancial Services

Responsibilities

Advanced knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunities

Develop and evaluate transition packages for Business Development Leadership review

Participate as needed in firm’s conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contacts

Mentor and train Regional Directors and Associate Directors in all aspects of the recruiting process

Host financial professionals for whom the individual is the primary recruiter to and from the airport and attend Home Office Visits to provide world class customer service to prospective financial professionals

Collaborate and build relationships with internal teams and departments, including but not limited to, serving on committees or taskforces

Partner with enterprises and branch builders to support their recruiting efforts

Maintain recruits’ activities in CRM including leads, notes, and documentation for all verbal and in-person meetings

Daily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectives

Qualification

Business DevelopmentRecruitingFinancial ServicesCRM SystemsMentoringRelationship ManagementConsultative MindsetData-Driven PracticesTransition OffersCultural Fit AssessmentLeadership

Required

Proven experience (10+ years) in business development, recruiting, or advisor acquisition within the financial services industry

Ability to build credibility and strong relationships with experienced, high-producing financial professionals

Consultative, strategic mindset

Skilled in evaluating advisor business models, assessing cultural and financial fit, and structuring competitive transition offers

Experience mentoring or influencing recruiting professionals

Strong proficiency with CRM systems and data-driven practices

Ability to collaborate effectively across departments

Advanced knowledge of developing recruiting leads through proactive outgoing solicitations

Review potential match with the firm through professional screening of recruiting opportunities

Develop and evaluate transition packages for Business Development Leadership review

Participate as needed in firm's conferences and effectively interface with financial professionals

Mentor and train Regional Directors and Associate Directors in all aspects of the recruiting process

Host financial professionals for whom the individual is the primary recruiter to and from the airport

Attend Home Office Visits to provide world class customer service to prospective financial professionals

Collaborate and build relationships with internal teams and departments

Partner with enterprises and branch builders to support their recruiting efforts

Maintain recruits' activities in CRM including leads, notes, and documentation for all verbal and in-person meetings

Daily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectives

Financial Industry Regulatory Authority (FINRA) Series 7 licenses is required within 12 months of hire

Benefits

Paid time off

Paid holidays and floating holidays

Medical, dental, and vision coverage

Short- and long-term disability

Company-paid life insurance

Volunteer time off

Wellness incentives

Company

Cambridge Investment Research, Inc.

Do 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.

Founded in 1981

Fairfield, Iowa, USA

501-1000 employees