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Director, Business Development – Advisor Recruiting
Integrity Marketing Group LLC. Own advisor relationships from qualified lead through letter of intent, leading the structured recruiting playbook.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in recruiting independent financial advisors, managing advisor relationships, and delivering financial proposals while maintaining pipeline hygiene and forecast accuracy. Proven ability to achieve significant client asset recruitment targets and navigate complex sales cycles.
Highest-signal resume keywords
Recruiting Independent Financial AdvisorsConsultative Sales DisciplinePipeline ManagementFinancial Proposal DeliveryWealth Management Business Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Advisor Relationship ManagementRecruiting PracticesFinancial Proposal DevelopmentForecast AccuracyCustomer Relationship Management
Soft Skills
Consultative ApproachCredibility with Practice OwnersAdaptability in Conversations
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Independent-Channel EconomicsWealth ManagementFinancial AdvisorsClient Asset RecruitmentPlatform Landscape
About the role
Key responsibilities & impact- Own advisor relationships from qualified lead through letter of intent, leading the structured recruiting playbook.
- Read advisor motivation and flex the sequencing between platform-led and economics-led conversations.
- Deliver financial proposals, home office visits, and reference calls; co-lead legal consultation to close.
- Hand off cleanly into transitions with a complete deal record.
- Operate across all recruiting pipelines as the channel-deployment model is finalized.
- Maintain pipeline hygiene and forecast accuracy in the firm's customer relationship management system.
- Recruit independent financial advisors to the Integrity Wealth platform.
- Represent Integrity's value across life, health, wealth, and annuities to advisors evaluating their next platform.
- Achieve recruited client assets of $1.5 billion to $2.5 billion per year, time to letter of intent of 90 days or less, a 35–40% win rate, and customer acquisition cost of 25% or less of trailing-twelve-month revenue per recruit.
Requirements
What you’ll need- Seven or more years recruiting or selling to independent financial advisors, or an equivalent record in wealth management business development.
- Documented record of recruiting advisor practices, with comfort owning a personal recruited-asset production target.
- Command of independent-channel economics and the competitive platform landscape.
- Consultative sales discipline across long cycles with multiple decision influences.
- Credible in front of practice owners as a peer and business consultant.
- Bachelor's degree required.
Benefits
Comp & perks- Competitive compensation package
- Benefits for employees and their families
- Professional opportunities and career acceleration
- Supportive, family-like work environment
- Equal opportunity employment
- Reasonable accommodations for qualified individuals with disabilities