Corporate Development Manager

2 weeks ago

Atlanta, United States Capital Investment Advisors Full time

At Capital Investment Advisors (CIA), we strive to help the families we serve reach their goals by focusing on our specialty: Income Investing. We are a fee-only financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. Our advisors in Georgia, Florida, Colorado, Texas, and Arizona provide clients with a full range of financial advice. Since 1996, CIA has been providing financial strategy and management tailored to the client’s individual circumstances and objectives.  

Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for the families we serve. Our Leadership Team is dedicated to employee growth both professionally and personally, and to making every CIA experience memorable.  

Corporate Development Manager 

We are actively looking for a sales-minded and highly motivated Corporate Development Manager to drive Firm growth through Investment Advisor acquisition. The ideal candidate for this position is intimately familiar with the RIA industry (regulatory requirements, investment products, and market trends) and is skilled at networking and cultivating relationships. Reporting to the Director of Business Development, the Corporate Development Manager will play a key role in building and executing a scalable growth and integration framework all with an uncompromising focus on CIA’s Core Values. 

This position is based in our Atlanta, Ga office and is eligible for a hybrid work schedule after completion of a successful introductory period.  

Core Responsibilities:

  • Identify potential advisor acquisition targets through intentional prospecting initiatives, market research, and thoughtful networking techniques 

  • Work in collaboration with the greater Business Development, Marketing, Client Operations, Compliance, and People Operations teams to develop a fully informed go-to-market strategy 

  • Identify creative outlets for reaching our acquisition targets including, but not limited to, conferences, regional sales presentations, and community outreach/events 

  • Build trust and maintain relationships with key decision makers at target firms  

  • Structure agreements, lead negotiations, and close deals with target firms  

  • Establish and facilitate an acquisition onboarding plan to ensure seamless transitions for newly acquired advisors 

  • Consistently monitor economic trends, competitor activity, and market dynamics to maintain a well-informed, marketable, and desirable acquisition strategy 

  • Proudly represent the Firm’s brand in all internal and external interactions  

Skills & Qualifications: 

  • Bachelor’s degree in Finance or related field 

  • 10+ years of experience in Financial Services in sales, business development, and/or relationship management 

  • Excellent communication skills, both written and verbal, with the ability to simplify complex financial concepts  

  • Skillful negotiator  

  • Willingness to travel (initially 1-2 times monthly) 

  • Good problem-solving and time management skills 

  • Highly organized and detail-oriented 

  • Can work with little oversight but knows when to escalate 

  • Proficient in Microsoft Office Suite 

  • Experience working with CRM and PMS software 

  • Committed to a culture of compliance 

  • Operates with a client-first attitude  

  • Exhibits the Capital Investment Advisors five Core Values in everything they do 

Capital Investment Advisors would like to thank all applicants, however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race, color, religion, national origin, sex, age, disability, veteran or military status, genetic information, or any other legally recognized protected basis under federal, state, or local law.

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