Description

Job Summary: 

The Associate Director, Business Development plays a critical role in driving the firm’s growth by identifying, attracting, and onboarding financial advisors who align with our culture, values, and business model. This individual builds meaningful relationships with prospective advisors, executing proactive recruiting and business development strategies to expand the firm’s national footprint.

Acting as both a trusted consultant and brand ambassador, the Associate Director manages the full recruitment lifecycle—from initial outreach and due diligence through transition and onboarding—ensuring a smooth and exceptional experience for all candidates. This role requires strong relationship-building skills, a deep understanding of the financial services industry, and a passion for connecting professionals with the right platform to achieve success.

Requirements

• Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors.
• Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm’s values and business model.
• Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience.
• Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities.
• Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm.
• Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up.
• Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization.
• Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team.
• Execute daily business development strategies to drive recruitment efforts, expand the firm’s reach, and achieve growth objectives.