Business Development Manager
Core
Support the recruitment of new financial representatives and guide prospective advisors through the onboarding process.
Role type
Business Development Manager (Recruiting Support)
Builds
Onboarding experience for new financial advisors
Domain
Financial Services
Deliverable
client delivery
Required skills
Business development, sales support, recruiting coordination, due diligence, contract review, Salesforce proficiency, digital onboarding tools
Preferred skills
Financial services experience, FINRA licenses
Responsibilities
Guide prospective financial advisors through recruiting and onboarding, partner with branch offices and external recruiters to close new business, follow up on Sales Qualified Leads, organize meetings for external recruiters, collect and review financial documents, oversee deal creation and approval process, orchestrate due diligence with Compliance and Supervision teams, lead contract review process with Legal, schedule tech demos and product SME meetings, prepare press releases and social media for new hires, update Salesforce and digital onboarding tools
Seniority
Mid-level, hands-on IC