Regional Director of Business Development

Role Overview

Regional Director of Business Development (Southeast) at Revolt Financial. This is a remote, relationship-driven, consultative sales role focused on identifying and recruiting high-performing independent financial advisors and advisor teams for an independent RIA platform.

Location & Travel

• Remote (Southeast) with preference for candidates based in key growth markets:
  • Florida, Georgia, Alabama, South Carolina, Tennessee, Mississippi
• Travel: 25% to 35% for advisor meetings, home office visits, conferences, and industry events

Compensation

• Competitive guarantee + commission
• Significant upside tied to advisor recruiting success and territory growth

Responsibilities

• Recruit qualified financial advisors and advisor teams within an assigned territory (focus on high-net-worth and ultra-high-net-worth client-serving practices)
• Build recruiting opportunities via proactive outreach, referrals, and consistent market activity
• Own and manage Salesforce leads from initial outreach through ongoing follow-up
• Use a consultative sales approach to understand each advisor’s business, growth goals, client base, and potential fit
• Prepare and deliver business presentations to communicate the firm’s value proposition
• Maintain high-touch relationships with prospective and current advisors to support active recruiting and referrals
• Partner internally to develop territory strategy, recruiting plans, and business development priorities
• Represent the firm at industry events, advisor meetings, conferences, and other market-facing opportunities
• Coordinate and host home office visits with a polished, well-prepared advisor experience
• Stay current on industry trends, advisor movement, competitive platforms, and the evolving wealth management landscape

Requirements

• 5+ years of experience in financial services, ideally in sales, recruiting, business development, or relationship management
• Strong understanding of the wealth management landscape and how advisors evaluate platforms and independence
• Ability to manage a complex, relationship-driven sales process with sophisticated financial professionals
• Series 7 license required
• Experience using Salesforce or another CRM to manage outreach and pipeline is preferred
• Excellent communication skills with the polish/credibility to represent a high-caliber platform
• Highly self-motivated and proactive; comfortable creating opportunities
• Strong organizational skills and follow-through; manage multiple relationships simultaneously
• Comfortable with cold outreach, travel, industry events, and in-person relationship building

Nice-to-Haves

• Prior experience recruiting financial advisors or working closely with advisor teams