Regional Director of Business Development

Role Overview

Regional Director of Business Development (BDG) for an independent wealth management RIA platform. This is a relationship-driven, consultative recruiting and business development role focused on growing the firm’s national network of independent advisors.

Responsibilities

• Recruit qualified financial advisors and advisor teams within an assigned territory, emphasizing HNW and UHNW client practices.
• Develop new recruiting opportunities through proactive outreach, referrals, and consistent market activity.
• Own and manage advisor leads in Salesforce from initial outreach through ongoing follow-up.
• Use a consultative sales approach to understand each advisor’s business, growth goals, client base, and fit with the platform.
• Deliver business presentations that communicate the firm’s value proposition.
• Maintain high-touch relationships with prospective and current advisors to keep recruiting conversations active.
• Partner with internal leaders to define territory strategy, recruiting plans, and BD priorities.
• Represent the firm at industry events, conferences, and advisor meetings.
• Coordinate and host home office visits to provide a polished experience for prospective advisors.
• Stay current on industry trends, advisor movement, competitive platforms, and the evolving wealth management landscape.

Requirements

• Minimum 5+ years experience in financial services (sales, recruiting, business development, or relationship management).
• Strong understanding of the wealth management landscape and how advisors evaluate platforms.
• Experience managing a complex, relationship-driven sales process with sophisticated financial professionals.
• Series 7 license required.
• Comfortable with cold outreach, travel, industry events, and in-person relationship building.
• Polished, credible communicator capable of building trust with successful advisors.
• Highly self-motivated and proactive; strong organizational skills and follow-through.

Preferred

• Experience recruiting financial advisors or working closely with advisor teams.
• Salesforce (or another CRM) experience for managing outreach and pipeline/relationship tracking.