Regional Business Development Manager – West Region

Job not on LinkedIn

🕒 July 14

🐻 Alaska, Arizona, +11 more states – Remote

🐻 Alaska – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🌺 Hawaii – Remote 🥔 Idaho – Remote 🦬 Montana – Remote 🎰 Nevada – Remote 🌶️ New Mexico – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🦬 Wyoming – Remote

💵 $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Business Development (BDR)

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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

• Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact. • Create a recruiting plan for your territory. • Accountable for meeting recruitment goals. • Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG. • Use your discretion in evaluating an advisor’s fit for CFG through knowledge of their book of business and other interactions with the advisor. • Deliver business presentations to prospective advisors and provide consultative support on CFG services, products, and technology. • Negotiate and close offers to Financial Advisors by comparing our independent brokerage model to the advisor’s existing compensation structure. • Capture recruiting activity throughout the Business Development pipeline using tools including but not limited to Salesforce and Excel. • Participate in outbound social media and call campaigns related to Business Development. • Work with cross-functional teams to support ongoing solution development and execution of recruiting process enhancements.

🎯 Requirements

• 5+ Years directly related work experience within financial services recruiting or sales • FINRA Series 7, 65 or 66 licenses • Proven negotiation skills and track record of creating compelling value propositions for prospective clients • Effective communication and presentation techniques • Working knowledge of Salesforce and Excel • Strong understanding of the sales process, pipeline management & metric achievement • Strong knowledge of the Financial Services industry

🏖️ Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. • Easy access to mental health benefits to meet our team members and their families where they are. • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. • Paid parental leave to support all team members with birth, adoption, and fostering. • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind