Director, Advisor & Development

Job Summary Key Deliverables and Responsibilities

We're seeking a relationship-driven, growth-minded leader to join our team as Director, Advisor Growth & Development. In this role, you'll partner closely with financial advisors to help them grow their businesses, maximize firm resources, and enhance their overall experience. You'll be responsible for developing new advisor relationships, strengthening existing partnerships, identifying growth opportunities, and serving as a trusted consultant on business strategy, practice management, and industry trends.

This position offers a unique opportunity to make a direct impact on advisor success while contributing to the firm's overall growth objectives.

• Develop and cultivate new advisor recruiting opportunities through proactive outreach and relationship-building.
• Identify business growth and cross-sell opportunities within existing advisor relationships.
• Serve as a dedicated relationship manager and trusted business partner to advisors.
• Deliver strategic consulting and actionable growth plans to support Advisor success.
• Provide guidance on practice management, business development, industry trends, and growth strategies.
• Conduct regular advisor meetings and office visits to strengthen relationships and increase engagement.
• Advocate for advisors by collaborating with internal teams to resolve issues and enhance the advisor experience.
• Promote adoption of firm technology, resources, products, and support services.
• Present at conferences, meetings, and educational events.
• Maintain accurate activity tracking and relationship management documentation within CRM systems.

• 5+ years of experience in business development, relationship management, consulting, financial services, or a related field.
• Proven ability to build trusted client relationships and drive business growth.
• Strong consultative selling, communication, and presentation skills.
• Experience developing strategic business plans and growth initiatives.
• Ability to influence, collaborate, and build partnerships across multiple stakeholders.
• Strong organizational and problem-solving skills.
• Willingness to travel as needed to support advisors and business development efforts.

Location:

Milton, GA (hybrid attendance)

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.

At Cambridge, we’re not just offering a job — we’re inviting you to join a community where you can make a real impact and grow a fulfilling career. With exceptional development opportunities and a team that truly supports your success, you’ll have everything you need to thrive.

Learn more about working at Cambridge here.

Culture is at the core of who we are. We believe great things happen when people work together in a supportive, balanced, and collaborative environment. At Cambridge, your voice matters, friendships flourish, and you’ll always feel part of something bigger. Discover our culture here.