VP, Head of Business Development

Description

• Work with HR and leadership to develop programs that promote retention and engagement for financial advisors
• Identify and capitalize on new revenue streams, partnership opportunities, and strategic alliances to grow the firm’s market share and profitability.
• Develop and execute a comprehensive recruiting strategy for financial advisors that aligns with the firm’s growth and business goals.
• Build and maintain relationships with top financial advisors, recruiters, and industry professionals to create a pipeline of high-quality candidates.
• Implement business development initiatives that assist current advisors in acquiring new clients, focusing on high-net-worth individuals and institutional clients.
• Establish and nurture relationships with prospective clients, centers of influence (COIs), and industry professionals to drive new business opportunities that align with the firm’s growth objectives
• Source, interview, and onboard financial advisors ensuring a strong cultural and professional fit.

Requirements

• Strong understanding of financial markets, wealth management, and the regulatory environment for broker/dealers and RIAs.
• Proficiency in CRM systems, recruiting platforms, and digital marketing tools.
• A track record of success in both recruiting top-tier financial advisors and driving business growth through client acquisition strategies.
• 10+ years of experience in recruiting and business development within the financial services industry, specifically within a broker/dealer or RIA environment.
• Excellent communication, negotiation, and presentation skills, with the ability to influence stakeholders at all levels.
• Demonstrated leadership experience managing teams and working collaboratively with senior executives to execute business strategy.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance