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Business Development Director

1 month ago


Atlanta, Georgia, United States sfaholdings Full time
Job Summary

The Business Development Director will be responsible for identifying and successfully guiding qualified advisor candidates through SFA Partners' recruiting process to affiliation.

Key Responsibilities
  • Build and manage an active pipeline of qualified advisor candidates that meet or exceed SFA Partners' target profile.
  • Conduct mutual due diligence, including coordinating and hosting home office visits.
  • Design and close offers to affiliate that meet or exceed SFA Partners' revenue goals.
Qualifications
  1. Bachelor's degree.
  2. Minimum of seven (7) years in asset management sales and/or relationship management.
  3. Series 7 and 63.
  4. Proven track record of growing advisor relationships and closing business generating revenue.
  5. Experience with intermediaries (advisors and consultants).
  6. Strategic thinker committed to collaborating within a team environment.
  7. Possess high energy, success-driven motivation, and a commitment to excellence.
  8. High level of interpersonal and relationship skills essential with the ability to operate in a dynamic, fast-paced, customer-driven environment.
  9. Exceptional verbal, written, and presentation skills (grammar, writing, and editing).
Preferred Qualifications
  1. Additional advanced degrees and/or industry designations.
  2. Series 66 or 65.
  3. Strong knowledge of industry trends, regulation, and operations.
Work Environment

80% of advisor interaction will be via phone or Zoom. The remaining 20% will be presenting in person either at SFA Home office or the advisor's place of business.