Regional Director, Business Development - Northwest

Location: Seattle, WA

Industry: Finance & Investment

Company: America's Largest Financial Planning Company View company name

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Job Description

COMPANY INFO

You've worked hard and now you're looking for a career that's as rewarding as it is
challenging. Our firm is a great place to find just that. With our corporate
headquarters in Minneapolis and offices nationwide, we're America's largest financial
planning company yet we're also a supportive nationwide family of financial
professionals. We're proud to be ranked as one of the "Best Places to Launch a Career" by BusinessWeek magazine.

You provide the initiative; we provide the support to help you succeed. Thrive in our
diverse and inclusive environment with award-winning training, career development and 360° support guided by accessible leaders. If you're talented, driven, and ready to join a team of professionals who work every day to help their clients plan for and achieve their dreams, you're ready for a career at our company.

JOB DESCRIPTION

The Regional Director, Business Development is a corporate employee based in field offices within a Market Group. The employee will represent the company'sFranchise platform of services to all channels of distribution with the goal of recruiting quality new advisors into the firm. The Regional Director will travel throughout their territory building relationships with advisors at competing firms who may be open to considering a change in affiliation and is accountable for overall regional recruiting results. Northwest territory includes: Washington, Oregon, Idaho, Northern California, and Reno, NV.


- Manage advisor recruiting pipeline by leveraging team resources, implementing best practices and activity. Maintain accurate and timely candidate records in recruiting contact management system and report accurately on results. Communicate advisor recruiting status and results effectively to internal and external audiences. Answer advisor questions and resolve issues as needed.
- Communicate company value proposition through brokerage knowledge and expertise effectively to prospective advisors. (i.e., overcome objections, provide clarifying information, etc.). Evaluate advisor practices to ensure portability of assets and compliance with company hiring standards.
- Create a consistent, high volume flow of qualified candidates through various sources including referrals from online tools, networking with local wholesalers in the region, and firm marketing/advertising through industry publications. Build centers of influence to promote advisor referral opportunities with existing franchise advisors and other field staff to develop local recruiting sources.
- Build and maintain strong partnerships between corporate partners, field leaders and advisors to achieve recruiting goals aligned with business strategies. Set expectations with advisors and field leaders around recruiting process. Extensive phone work is instrumental to success in the role.
- Demonstrate and maintain a strong fundamental knowledge or products, process and capabilities for broker dealer. Maintain current industry competitive intelligence, benchmarking and analysis.

QUALIFICATIONS

- Required knowledge and work experience recruiting in financial services industry. Ability to implement change while driving results and accountability.
- Demonstrated strong organization and project management skills and has ability to manage multiple priorities effectively.
- Outstanding relationship management, negotiation, and collaborating/influencing skills in dealing with all levels in verbal and written forms.
- Demonstrated ability to assess readiness and to coach and develop others. Strong analytical skills and detail orientation.
- Excellent written and verbal communication skills. Commitment to diversity and sensitivity to differences among people. Able to work independently.