Regional Director of Business Development

Role Overview

Regional Director, Business Development (West Coast)

• Remote (preference for candidates based in key West Coast growth markets including California)
• 25%–35% travel for advisor meetings, home office visits, conferences, and industry events
• Relationship-driven, consultative, sales-oriented role focused on recruiting financial advisors and advisor teams serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients

Responsibilities

• Recruit qualified financial advisors and advisor teams within an assigned territory, targeting practices serving HNW/UHNW clients
• Drive recruiting opportunities via proactive outreach, referral development, and consistent market activity
• Own and manage Salesforce leads from first 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
• Prepare and deliver business presentations to communicate the firm’s value proposition
• Maintain high-touch relationships with prospective and current advisors to advance active recruiting conversations
• Partner with internal leaders to develop territory strategy and recruiting/business development priorities
• Represent the firm professionally at industry events and market-facing opportunities
• Coordinate and host home office visits with a polished, well-prepared advisor experience
• Stay current on industry trends, advisor movement, and competitive platforms

Requirements

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

Compensation

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