Regional Director of Business Development - West Coast

About the Position

Our client, a reputable Registered Investment Advisor (RIA) established by and for advisors, is seeking a Regional Director of Business Development for the West Coast. This is a relationship-centric, sales-focused role aimed at expanding a nationwide network of independent financial advisors, especially targeting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clientele.

Key Responsibilities

• Identify and recruit accomplished financial advisors and teams within your assigned territory, prioritizing those serving HNW and UHNW clients.
• Generate new recruiting leads by proactive outreach, leveraging referrals, and maintaining consistent engagement across the market.
• Manage lead pipelines effectively using Salesforce, from initial contact through continuous follow-ups, ensuring organized and progressive advisor interactions.
• Apply a consultative sales methodology to comprehend advisors' business models, growth objectives, client profiles, and assess fit with the firm's platform.
• Create and deliver persuasive presentations that clearly articulate the company's value proposition to facilitate advisors' evaluation of the opportunity.
• Maintain robust and personalized relationships with both prospective and existing advisors in the region to nurture recruiting efforts and generate referral possibilities.
• Collaborate with internal leadership to craft territory strategies, recruiting initiatives, and business development priorities aligned with growth targets.
• Represent the firm professionally at industry events, conferences, advisor meetings, and other public forums.
• Organize and host home office visits, ensuring prospective advisors experience a well-prepared, polished introduction to the firm.
• Stay informed on industry developments, advisor transitions, competitive platforms, and trends shaping wealth management.

Qualifications

• At least five years of experience in financial services, preferably in sales, recruiting, business development, or relationship management roles.
• Demonstrated success recruiting financial advisors or intimate familiarity working closely with advisor teams is highly desirable.
• Comprehensive knowledge of the wealth management industry, including advisor priorities regarding platform selection, independence, client servicing, and growth potential.
• Capability to oversee complex, relationship-based sales processes involving sophisticated financial professionals.
• Possession of a Series 7 license is mandatory.
• Familiarity with Salesforce or comparable CRM systems to track outreach and pipeline activities is preferred.
• Exceptional communication skills coupled with confidence and credibility to represent a premier platform in discussions with experienced advisors and senior stakeholders.
• Strong self-motivation and initiative, with a proactive approach to opportunity creation rather than passive lead reception.
• Excellent organizational skills with the ability to juggle multiple advisor engagements and recruitments simultaneously.
• Comfortable with cold calling, traveling for meetings, attending industry events, and building relationships face-to-face.

Additional Details

• Work Location: This is a remote role, with a preference for candidates residing in key West Coast growth markets including California.
• Travel Requirements: Approximately 25% to 35% travel for advisor meetings, home office visits, conferences, and industry gatherings.
• Compensation: Competitive base salary with commission structure, offering significant earnings potential tied to successful advisor recruiting and territory expansion.

Why Join

• Be part of a credible and fast-growing independent wealth management platform.
• Opportunity for substantial earning potential, professional advancement, and long-term upside.
• Engage with sophisticated advisors and teams contemplating growth, independence, succession, and enterprise value enhancement.
• Command and develop an entire territory through proactive outreach, referral cultivation, and sustained market visibility.