The consultant will develop and execute sales strategies to build relationships with financial advisors while providing expert retirement plan design consulting. They are responsible for meeting revenue goals, delivering feasibility studies, and promoting fiduciary plan administrative services within the Northeast territory.
The Senior Manager is responsible for leading a Regional Growth Team to achieve sales goals and organic growth KPIs while managing advisor relationships. They will drive sales through the funnel, oversee engagement plans, and collaborate with internal teams to ensure product adoption and advisor retention.
The consultant will build and maintain a comprehensive database of financial institutions in Salesforce while conducting targeted outreach to identify and qualify new business opportunities. They will partner with external business development officers to schedule meetings and support institutional recruiting initiatives.
The Regional Business Development Manager is responsible for driving the recruitment of Financial Advisors into the firm's network of broker-dealers. This role involves developing leads, managing the recruitment pipeline, and negotiating offers to expand the firm's presence in the Western region.
The Compliance Analyst conducts audits of broker-dealer and advisory branch offices to ensure adherence to FINRA, SEC, and firm regulatory requirements. They are responsible for identifying audit exceptions, leading branch meetings, and preparing detailed audit reports while collaborating with leadership to improve processes.
The Internal Business Development Consultant will attract and recruit independent financial professionals to the firm's network while managing recruitment pipelines. They will collaborate with external recruiters to generate leads, conduct candidate evaluations, and create sales enablement materials.
The manager will oversee advertising compliance policies and ensure all marketing materials adhere to FINRA and SEC regulations. They will also lead a team of compliance professionals and collaborate with cross-functional departments to maintain regulatory standards.
The Demand Center Outbound Sales Specialist is responsible for identifying and qualifying new business opportunities through outbound prospecting and lead nurturing. They act as the first point of contact for prospective financial advisors, managing the sales pipeline and collaborating with marketing to drive revenue growth.
The Senior Trust Officer manages trust accounts, ensuring compliance with legal requirements and trust documents while delivering personalized service. They also focus on business development by educating financial advisors on trust products and fostering strong client relationships.
The Regional Business Development Manager is responsible for recruiting independent financial advisors and presenting the firm's wealth management model. They must develop territory-specific recruiting plans, manage the sales pipeline, and negotiate offers to meet recruitment goals.
Develop sophisticated wealth strategies for high-net-worth clients by integrating tax, estate, and risk management frameworks. Collaborate with affiliated advisors and internal teams to deliver holistic financial solutions and drive asset growth.
The manager is responsible for recruiting growth-oriented Financial Advisors by presenting the firm's wealth management model. This includes developing leads, managing the recruitment pipeline, and negotiating offers within the West Region.
This role is responsible for leading the Business Development process by driving the recruitment of Financial Advisors and Accounting Firms, acting as the primary point of contact to articulate and sell CFG’s business model. Key duties include developing leads, creating territory recruiting plans, meeting recruitment goals, and negotiating offers with prospective Financial Advisors.
