Regional Business Development Manager

🕒 August 13

🇺🇸 United States – Remote

💵 $125k - $170k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Business Development (BDR)

👻 Ghost score 20%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• Expand the existing client base by recruiting high-quality financial institution clients and FI-based advisors • Partner with executive management teams inside and outside the organization to integrate financial institutions and advisors into the firm’s culture • Understand and promote Financial Institution affiliation models, including Dual Employee, Managed, and Independent • Drive sales resource deployment • Meet targets for EBITDA, MOIC, Asset Realization, market share, and other financial performance objectives • Participate in sales organization learning and development initiatives • Participate in industry events and conferences and represent Cetera’s value proposition • Speak at industry events • Set sales direction in the assigned territory • Develop strategies to market the firm’s products and services • Execute day-to-day sales initiatives • Identify, address, and activate prospective financial institutions and advisors in partnership with the New Business Development Team and Marketing department

🎯 Requirements

• 8+ years’ experience in financial institution channel recruitment and business development • Strong communication and presentation skills • Ability to influence stakeholders at all levels • Ability to forecast new business development opportunities • Ability to work independently in fast-paced environments while remaining integrated with internal and external partners • Familiarity with marketing analytics and marketing technology • Current experience in database marketing, marketing measurement, and business intelligence • Strong Financial Institution network • Ability to cultivate and maintain long-term relationships • Influence, negotiation, and relationship management capabilities • Initiative and ability to work effectively in team-based environments • Ability to oversee multiple projects simultaneously • Ability to present effectively to senior management • Bachelor’s Degree is nice to have • FINRA Licenses including Series 7, 66, and SIE are nice to have • Approximately 40% travel

🏖️ Benefits

• Competitive salary • Inclusive health, dental, vision, and life insurance plans • Mental health benefits • 20+ days of paid time off (PTO) • Paid holidays • 2 paid wellness days • 401(k) savings plan with company contribution up to 5% • Access to a financial professional for financial planning • Paid parental leave • Health Savings Account and Flexible Spending Account options • Employee Assistance Program (EAP) • LifeLock identity theft protection • Pet insurance • Paid caregiver leave • Other voluntary benefits