Associate Director, Business Development - Financial Professional

Associate Director, Business Development - Financial Professional Recruiting page is loaded## Associate Director, Business Development - Financial Professional Recruitingremote type:
Hybrid locations:
Phoenix, AZ:
Remote time type:
Full time posted on:
Posted Todayjob requisition :
R-2025-34#
** Job Summary
** The Associate Director, Business Development (Regional Recruiter) plays a critical role in driving the firm’s growth by identifying, attracting, and onboarding financial advisors who align with our culture, values, and business model. This individual builds meaningful relationships with prospective advisors, executing proactive recruiting and business development strategies to expand the firm’s national footprint.
Acting as both a trusted consultant and brand ambassador, the Associate Director manages the full recruitment lifecycle—from initial outreach and due diligence through transition and onboarding—ensuring a smooth and exceptional experience for all candidates. This role requires strong relationship-building skills, a deep understanding of the financial services industry, and a passion for connecting professionals with the right platform to achieve success.#

** Key Deliverables and Responsibilities
*** Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors.
* Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm’s values and business model.
* Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience.
* Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities.
* Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm.
* Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up.
* Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization.
* Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team.
* Execute daily business development strategies to drive recruitment efforts, expand the firm’s reach, and achieve growth objectives.#
** What We Are Looking For
** The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities while developing and maintaining strong relationships with financial professionals. They bring excellent communication, negotiation, and interpersonal skills, are proficient in CRM systems to track recruiting efforts, and leverage industry insights to enhance recruitment strategies. Willingness to travel for conferences and recruiting meetings as needed completes the profile.
*
* Certifications:

*** Financial Industry Regulatory Authority (FINRA) Series 99 is required within
12 months.
** Salary Range:** $70,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. Our comprehensive benefits package is designed to support your health, well-being, and work-life balance.

We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package
** Company Overview:
** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience…