Business Development Consultant

CETERA

. Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home-office visits .

Posted 10/15/2026full-timeRemote • United StatesMid-LevelSenior💰 $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing recruiting pipelines and candidate evaluations while effectively communicating business models and benefits. Proficient in utilizing Salesforce and Microsoft Excel for tracking and reporting candidate progress.

Highest-signal resume keywords

SalesforceMicrosoft ExcelEffective CommunicationSales TechniquesCandidate Evaluation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Recruiting Pipeline ManagementCandidate Profile MaintenanceSales Enablement Materials CreationLead GenerationBusiness Development

Soft Skills

Organizational SkillsPresentation TechniquesCollaboration

Tools & Technologies

Microsoft WordMicrosoft PowerPointSalesforceMicrosoft Outlook

Industry Keywords

Financial ServicesSales EnvironmentBusiness ModelTransition Assistance Packages

About the role

Key responsibilities & impact

Support External Recruiters by scheduling appointments, managing the recruiting pipeline, maintaining candidate profiles, and coordinating home-office visits
Lead and manage targeted recruiting campaigns within assigned territories in partnership with External Recruiters
Serve as the initial point of contact for prospective financial professionals and communicate CFG’s business model and affiliation benefits
Evaluate candidate fit for CFG channels and communities using business, conversation, and public-information insights
Track candidate progress through the Business Development pipeline using Salesforce and Microsoft Excel
Collaborate with External Recruiters to develop tailored transition assistance packages
Partner with Demand Center colleagues on lead generation and cross-functional solution development and execution
Create and maintain sales enablement materials conveying CFG’s story and brand
Conduct meetings to gather insights into candidates’ business models and professional backgrounds

Requirements

What you’ll need

Effective communication and presentation techniques
Strong working knowledge of Word, Excel, PowerPoint, Salesforce, and Outlook
Understanding of sales techniques
Ability to organize, plan, and prioritize a variety of assignments
Bachelor’s degree in Business, Marketing, Finance, Economics, or related field of study and/or equivalent experience (nice to have)
3+ years related work experience within financial services (nice to have)
3+ years of experience within a sales environment (nice to have)

Benefits

Comp & perks

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