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Act as a trusted partner to financial advisors and institutions by mentoring, coaching, and supporting the full sales cycle. Drive advisor growth, retention, and verified asset adoption through strategic segmentation, pipeline management, onboarding collaboration, and facilitation of subject-matter experts. Provide hands-on implementation support and resolve escalations to strengthen institutional relationships and wealth solution adoption.

Lead a Regional Growth Team to achieve sales goals, manage advisor relationships, and enhance organic growth. Oversee engagement plans and sales pipelines while collaborating with onboarding and sales teams.

The Regional Business Development Manager recruits Financial Advisors and CPA firms, develops leads, and manages the sales process within the tax channel, focusing on CFG's value proposition.

Review retail advertising and marketing communications for compliance with firm policy, FINRA and SEC rules; document and retain records; explain required changes to submitters; research policy questions; maintain internal compliance materials; follow vendor workflows; assist team members and meet service-level timeframes.

As an Internal Business Development Consultant, you will attract and recruit financial professionals, managing recruitment pipelines and collaborating with teams to support sales efforts.

The Channel Business Development Leader drives advisor recruiting growth by leading the business development team, managing performance, and ensuring execution of recruiting programs while hitting KPIs.

The Regional Business Development Manager will drive recruitment of Financial Advisors, manage relationships, and present CFG's value proposition while achieving recruitment goals.