Corporate Development Manager

4 days ago


Atlanta, Georgia, United States Capital Investment Advisors Full time
Job Description

At Capital Investment Advisors, we are dedicated to helping families achieve their financial goals through our expertise in Income Investing. Our team of financial advisors, investment professionals, and customer service managers work together to provide a comprehensive range of financial advice to our clients.

We are seeking a highly motivated and sales-driven Corporate Development Manager to drive Firm growth through Investment Advisor acquisition. The ideal candidate will have a deep understanding of the RIA industry, including regulatory requirements, investment products, and market trends.

The Corporate Development Manager will play a key role in building and executing a scalable growth and integration framework, with a 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.

Key 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 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

Requirements:

  • 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
  • Skilled 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


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