Description:
The Business Development Director will be responsible for identifying and successfully guiding qualified advisor candidates through SFA Partners’ recruiting process to affiliation.
Essential Functions
- Responsible for all phases of the recruiting process:
- Build and manage an active pipeline of qualified advisor candidates that meet or exceed SFA Partners’ target profile
- Conduct mutual due diligence including coordinating and hosting home office visits
- Design and Close Offers to Affiliate that meet or exceed SFAP’s revenue goals
- Assist in setting recruiting strategy to achieve recruiting targets
- Measure recruiting results (B/D revenue and Strategic Blueprint Assets) and refine strategy and process based upon results of defined metrics
- Create forecasts for recruiting and present to senior leadership monthly and the Board of Directors quarterly, upon request
- Manage and grow relationships with third-party recruiting firms
- Build and manage relationships with Custodial Business Development Officers (BDO’s)
- Build and manage relationships with Sponsor/Wholesalers to generate lead flow
- Collaborate with SFA Partners Transition team to continually refine strategies for the successful onboarding of new financial professionals to the company
- Acquire, develop, and present a strong understanding of SFA Partners (i.e., The Strategic Financial Alliance and Strategic Blueprint) offerings and financial models
- Develop and communicate the Vision of our Company and our Culture of Independence to potential advisors
- Assist in building and managing specific targeted campaigns collaborating with marketing and other stakeholders
Qualifications
Required:
- Minimum of seven (7) years in asset management sales and/or relationship management
- Proven track record of growing advisor relationships and closing business generating revenue
- Experience with intermediaries (advisors and consultants)
- Strategic thinker committed to collaborating within a team environment
- Possess high energy, success driven motivation, and a commitment to excellence
- High level of interpersonal and relationship skills essential with the ability to operate in a dynamic, fast-paced, customer-driven environment
- Exceptional verbal, written and presentation skills (grammar, writing, and editing)