National Business Development Director

Job Type

Full-time

Description

You don’t move the needle by being complacent. You don’t make things happen by sitting still. At RFG Advisory, we are a dedicated industry disruptor. We’re not accepting the way things have been we’re deciding what the future will look like. Most importantly, we’re empowering Advisors to chart their own course. Our industry-changing approach has gotten some much-deserved recognition and we’re just getting started.

Our team of A-players have a servant heart and a warrior mindset. We wake up every morning ready to serve our Advisors, their team, and their clients. Because, after all, we are a client experience company first. Always have been, always will be. It’s the foundation of who we are and what we do.

In the process of growing RFG into an innovative, fast-growing, hybrid RIA, we have learned that people connect with people. What drives our success is a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country. Expressing breadth and depth in passion, leadership and technology, our team has one goal in mind, to be the RIA of the future.

RFG Advisory is seeking a dynamic and experienced National Business Development Director to lead our efforts in recruiting financial advisors to join our platform. This role is pivotal in driving our growth strategy and expanding our network of advisors who align with our vision and values.

Location:

Company Headquarters are in Birmingham, Alabama. This position can be remote, preferably near a major airport. If in Birmingham, our team works a hybrid schedule.

Reports to:

Chief Growth Officer

Key Responsibilities:

• Implement a national business development strategy to identify, engage, and recruit high-caliber, growth-minded, independent financial advisors.
• Utilize industry knowledge and professional network to source potential advisor candidates.
• Establish and nurture relationships with Centers of Influence; third party recruiters, custodial business development officers, existing RFG Advisors, and other similar influencers
• Manage the entire recruitment process once handed over from Advisor Growth Manager
• Manage entire recruitment process from all Centers of Influence from initial outreach to onboarding
• Build and maintain strong relationships with prospective advisors, understanding their needs and demonstrating how affiliating with RFG Advisory can enhance their practice.
• Act as the primary point of contact for prospective advisors throughout the Deal Stage/Opportunity process, ensuring a seamless and positive experience.
• Provide insights and recommendations to senior leadership on recruitment strategies and market positioning.
• Work closely with the marketing team to develop compelling recruitment materials and campaigns and have a deep understanding of HubSpot marketing sequences to maximize tool
• Gather data required from recruits for both proforma and Letters of Intent, ensuring accuracy and transparency. Deliver results alongside C-Suite executive or alone once comfortable.
• Set and achieve recruitment targets and KPIs, tracking progress and adjusting strategies as needed.
• Prepare regular reports and presentations for senior management on recruitment activities, outcomes, and market insights.
• Manage the entire VIP process alongside Onboarding team: agenda setting, presenters, coordinating venue selections for dinner/hotel/travel.

Salary and Benefits:

• Competitive Salary + Annual Bonus based on growth
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental, and Vision Insurance with a company stipend for you and your dependents
• 401(k) + Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability + Life Insurance
• Voluntary Life Insurance, Accident, Cancer, and Critical Care coverage for you and your dependents
• Dependent Care FSA, Medical FSA, and HSA with qualifying medical plans
• Parental Leave
• Surface Pro + Home setup
• Continuing education and professional development support
• Loads of awesome RFG Swag!

Company Overview:

RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster the independence of Financial Advisors across the country. Disclosure: www.rfgadvisory.com/awards

This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is 85 versus an industry average of 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team, and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work within an ever-changing, never-a-dull-moment organization, please apply!

Requirements

Qualifications:

• Bachelor’s degree in business, Finance, Marketing, or a related field; advanced degree preferred.
• Minimum of 7-10 years of experience in business development, recruitment, or sales within the financial services industry.
• Proven track record of successfully recruiting independent financial advisors or similar roles.
• Deep understanding of the financial advisory landscape and the unique needs of independent advisors.
• Exceptional communication, negotiation, and relationship-building skills.
• Strong analytical and strategic thinking abilities.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Willingness to travel nationally as needed.
• HubSpot or similar CRM knowledge mandatory.