Associate Director of Business Development

RFG Advisory is an award-winning, fast-growing RIA platform for independent financial Advisors, and the Associate Director of Business Development is the front-line role that fills the pipeline that fuels that growth. You will own a defined book of outbound campaigns, channels, and target accounts within wealth management, running proactive outreach to source and qualify leads, and supporting the National Director on pull-through and closing activity.

This is a relationship-driven, production-oriented role for someone who already has real experience in financial services business development and can see themselves growing toward a National Director seat.

This is a remote role. We are headquartered in Birmingham, AL. If a candidate resides in Birmingham, they can work a hybrid schedule.

• Run proactive, high-volume outbound prospecting and cold calling against a defined book of campaigns, channels, and target accounts within the wealth management space.
• Source and qualify a minimum of five qualified leads per month, through your own outbound effort or by working leads generated through RFG marketing.
• Use Asset Link and similar industry data platforms to research prospects, verify Advisor and firm details, and sharpen outreach targeting.
• Identify and pursue new channels and distribution opportunities that expand RFG's reach within broker-dealers, RIAs, and other wealth management segments.

• In coordination with the National Director, assist with pull-through activity on RFG-sourced deals, including scheduling demos, preparing follow-up materials, and keeping opportunities moving toward close.
• Serve as a reliable execution partner on active opportunities, ensuring no deal stalls for lack of follow-through or coordination.
• Build relationships with prospective Advisors that hold up through the full sales cycle, not just initial outreach.

• Maintain clean, accurate, and up-to-date records in Hub Spot across your full book of outbound activity and pipeline.
• Come prepared to weekly 1:1 reviews with a clear read on what's working, what isn't, and what you're doing about it.
• Take ownership of your numbers rather than waiting to be asked; this role is measured by qualified leads generated, pull-through activity, and pipeline contribution.

• Work closely with marketing and Rev Ops in the creation, execution, and assessment of outreach initiatives and sales campaigns.
• Provide field intelligence from prospecting activity that improves targeting, messaging, and campaign performance over time.
• Leverage AI and automation tools to increase the efficiency, quality, and consistency of outreach and follow-up.

• Prior experience in outbound sales, business development, or a client-facing role within financial services; this is required and non-negotiable.
• Strong familiarity with broker-dealers, RIAs, and other distribution channels across the wealth management industry.
• A demonstrated track record with high-volume prospecting and cold calling.
• Proven ability to manage a full book of accounts and pipeline within a CRM;
  Hub Spot experience is a plus.
• Experience working closely with marketing teams to facilitate and execute sales initiatives.
• Familiarity with Asset Link, Discovery Data, or comparable industry data platforms preferred.
• FINRA licensing (SIE, Series 7, Series 63/65/66) and other industry designations are a plus.

• Self-directed and comfortable owning a full book of business rather than working from a handed-down task list.
• Strong verbal and written communication skills, particularly for Advisor-facing outreach, follow-up, and…