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Cambridge Investment Research, Inc. · 19 hours ago

Associate Director, Business Development - Financial Professional Recruiting

Phoenix, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

$70K/yr - $70K/yr

Cambridge Investment Research, Inc. is a growth-focused independent broker-dealer dedicated to supporting financial advisors. The Associate Director, Business Development plays a crucial role in recruiting financial advisors by managing the full recruitment lifecycle and executing proactive business development strategies.

BankingFinanceFinancial Services

Responsibilities

Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors

Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm’s values and business model

Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience

Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities

Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm

Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up

Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization

Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team

Execute daily business development strategies to drive recruitment efforts, expand the firm’s reach, and achieve growth objectives

Qualification

Financial services knowledgeRecruiting strategiesCRM proficiencyFINRA Series 99Communication skillsNegotiation skillsInterpersonal skillsIndustry insightsCustomer serviceTravel willingnessDetail-orientedOrganizational skillsRelationship-buildingTeam collaboration

Required

Strong relationship-building skills

Deep understanding of the financial services industry

Passion for connecting professionals with the right platform to achieve success

Highly organized and detail-oriented

Ability to manage multiple priorities

Excellent communication skills

Excellent negotiation skills

Excellent interpersonal skills

Proficient in CRM systems to track recruiting efforts

Willingness to travel for conferences and recruiting meetings as needed

Financial Industry Regulatory Authority (FINRA) Series 99 is required within 12 months

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