Business Development Opportunity in Financial Services

Business Development Manager

Location(s):

20 E Thomas Road, Phoenix, AZ 85012

2300 Windy Ridge Parkway, Atlanta, GA 30339

7755 Third Street North, Oakdale, MN 55128

10 Exchange Place, Jersey City, NJ 07302

877 Executive Center Drive West, St. Petersburg, FL 33702

12325 Port Grace Boulevard, La Vista, NE 68128

Role Type: Full time. Open to hybrid or remote candidates within the United States.

Summary:

The primary responsibilities of this position are to help solicit and support the recruitment of new representatives. Additional responsibilities include working on department projects, maintaining sales information, and resolving problems. This person will assist recruiters in managing and accelerating the sales process. Responsibilities will also include working with the HOV concierge and cross-departmental SME’s to execute the new HOV experience.

Why Advisor Group?

• Competitive salary and annual bonus paid based on performance
• Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
• Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
• 401(k) match from day one of employment
• Referral bonuses if we hire your referred applicants to our open positions
• An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
• Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events

Responsibilities:

• Provide a five-star experience to prospective financial advisors by guiding them through the recruiting and onboarding process, proactively communicating, and resolving issues quickly
• Work in seamless partnership with branch offices to support the recruiting and onboarding of new producing financial advisors and overall branch growth
• Work in close partnership with external recruiters to efficiently and effectively close new business
  • Partner with the Lead Generation team to help recruiters follow up with Sales Qualified Leads
• Organize meetings for the external recruiters
• Collect and review financial documents from prospective FPs and engage Finance to validate numbers.

• Engage product teams to conduct product mapping and the product consultation
  • Oversee the deal creation and approval process by working with the Finance and Recruiting teams.
• Orchestrate the due diligence process with Compliance and Supervision teams
• Lead the contract review process with the Legal teams
• Help the external recruiters prepare for the ARC meetings
• Schedule Tech Demos and other product SME meetings as necessary
• Work with HOV concierge to prepare the pre and post HOV materials
• Utilizing Salesforce and Seismic, develop the final offer letter/proposal
• Prepare the press releases and social media for new joins
• Update Salesforce continuously
• Become an expert of the digital onboarding platform and other digital tools.
  • Work across Licensing & Registration, Compliance, Supervision, Commissions, Transitions, Recruiting and other internal departments to develop more consistent and efficient processes and procedures.

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Basic Requirements:

• Minimum 3 years in business development/sales or sales support position.
• Excellent communication and organizational skills

Preferred Requirements:

• Financial services experience
• FINRA licenses

To Apply:

Apply through the link in the job posting or visit www.careers.advisorgroup.com and search for “Business Development”.

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.