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Cetera Financial Group · 2 days ago

Senior Manager, Business Development, APP

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $110K/yr

5+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Senior Manager, Business Development (APP) to lead the recruitment of Financial Advisors and Accounting Firms, focusing on presenting CFG as the preferred choice for independent firms.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact

Recruiting Accounting/CPA Firms

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

Business DevelopmentRecruiting Accounting FirmsFINRA LicensesSalesforceExcelFinancial Services KnowledgeNegotiationCommunication SkillsPresentation Skills

Required

Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment

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

Preferred

Bachelor's Degree

FINRA Licenses including Series 7; 65; 66; SIE

Wholesaling Experience / Recruiting Background

CPA License (preferred)

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.