Regional Business Development Manager, Tax Channel

Cetera Financial Group (CFG) is currently seeking an experienced Regional Business Development Manager, Tax Channel, who will lead the Business Development process by driving the recruitment of Financial Advisors & Accounting Firms. This is a pivotal role responsible for presenting and representing CFG as the Tax business organization of choice for independent, growth-oriented firms. The Senior Manager will manage the recruitment of prospective accounting firms and promote CFG’s value proposition in the industry. An ideal candidate will have established relationships and an entrepreneurial drive for success. It is critical that this role focuses on the recruitment of CPA firms who want to participate in our turnkey program. This will be a work from home opportunity that requires traveling 50% of the time.

-Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.

-Recruiting Accounting/CPA Firms -Create a recruiting plan for your territory.

-Accountable for meeting recruitment goals.

-Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.

-Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor.

-Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology.

-Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure.

-Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel.

-Participate in outbound social media and call campaigns related to Business Development.

-Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.

-Minimum 5-8 years related work experience within financial services (Public Accounting, Wealth Management, Advisory) within a sales environment.

-FINRA Series 7, 65 or 66 licenses. 

-Negotiation and creating compelling value propositions for prospective clients.

-Effective communication and presentation techniques.

-Working knowledge of Salesforce and Excel.

-Understanding of the sales process and relevant metrics.

-Strong knowledge of the Financial Services industry.

-Ability to represent CFG within the community and professional organizations.

-Bachelor’s Degree 

-FINRA Licenses including Series 7; 65; 66; SIE

-Wholesaling Experience / Recruiting Background

-CPA License (preferred)