Cambridge Investment Research (USA)
Associate Director, Business Development (Regional Recruiter)
Cambridge Investment Research (USA), Phoenix, Arizona, United States, 85003
Overview
About Us:
Cambridge Investment Research, Inc. stands as one of the nation's premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values-integrity, commitment, flexibility, and kindness-we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don't just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent.
We are Cambridge.
Job Summary:
The Associate Director, Business Development plays a critical role in driving the firm's growth by identifying, attracting, and onboarding financial advisors who align with our culture, values, and business model. This individual builds meaningful relationships with prospective advisors, executing proactive recruiting and business development strategies to expand the firm's national footprint.
Acting as both a trusted consultant and brand ambassador, the Associate Director manages the full recruitment lifecycle-from initial outreach and due diligence through transition and onboarding-ensuring a smooth and exceptional experience for all candidates. This role requires strong relationship-building skills, a deep understanding of the financial services industry, and a passion for connecting professionals with the right platform to achieve success.
Essential Duties
Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors. Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm's values and business model. Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience. Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities. Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm. Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up. Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization. Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team. Execute daily business development strategies to drive recruitment efforts, expand the firm's reach, and achieve growth objectives. Certificates & Licenses
This job requires obtaining FINRA Securities Industry Essentials (SIE), Series 99 within 12 months of hire. Willing to
travel
for conferences and recruit meetings as needed. Skilled in developing and maintaining relationships with
financial professionals , leveraging excellent communication, negotiation, and interpersonal skills. Highly organized with keen attention to detail and the ability to manage multiple priorities. Proficient in CRM systems for tracking recruiting efforts and analyzing industry trends to enhance recruitment strategies. Compensation: $70,000 plus incentive pay. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate's qualifications, the Company's operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
What We Offer:
Health & Wellness:
Comprehensive medical, dental, and vision plans; wellness stipends and resources; and mental health support. Financial Security:
401(k) retirement plan with company matching program Time Off & Flexibility:
Paid time off, eleven paid holidays, family leave, and options for hybrid work. Career Growth:
Access to learning platforms, mentorship programs, and leadership training.
You can find more details about our comprehensive benefits package here.
#LI-MM2
#REMOTE
Preferred Skills
About Us:
Cambridge Investment Research, Inc. stands as one of the nation's premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values-integrity, commitment, flexibility, and kindness-we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don't just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent.
We are Cambridge.
Job Summary:
The Associate Director, Business Development plays a critical role in driving the firm's growth by identifying, attracting, and onboarding financial advisors who align with our culture, values, and business model. This individual builds meaningful relationships with prospective advisors, executing proactive recruiting and business development strategies to expand the firm's national footprint.
Acting as both a trusted consultant and brand ambassador, the Associate Director manages the full recruitment lifecycle-from initial outreach and due diligence through transition and onboarding-ensuring a smooth and exceptional experience for all candidates. This role requires strong relationship-building skills, a deep understanding of the financial services industry, and a passion for connecting professionals with the right platform to achieve success.
Essential Duties
Develop and execute proactive recruiting strategies, including outbound solicitations, to identify and attract financial advisors. Conduct professional screening and due diligence to assess potential recruits and ensure alignment with the firm's values and business model. Manage the transition process for new recruits by collaborating with the transition coordinator and internal teams to ensure a seamless onboarding experience. Participate in firm-sponsored conferences, engaging with financial professionals to build and maintain strong relationships for future recruitment opportunities. Host Home Office Visits, creating an exceptional experience for prospective financial professionals considering a transition to the firm. Build rapport with key decision-makers and provide excellent customer service through consistent and effective follow-up. Maintain and update all recruit activities, leads, and documentation in the firm's CRM system, ensuring accuracy and organization. Stay informed on industry trends, market developments, and competitor insights to refine recruiting strategies and share valuable intelligence with the team. Execute daily business development strategies to drive recruitment efforts, expand the firm's reach, and achieve growth objectives. Certificates & Licenses
This job requires obtaining FINRA Securities Industry Essentials (SIE), Series 99 within 12 months of hire. Willing to
travel
for conferences and recruit meetings as needed. Skilled in developing and maintaining relationships with
financial professionals , leveraging excellent communication, negotiation, and interpersonal skills. Highly organized with keen attention to detail and the ability to manage multiple priorities. Proficient in CRM systems for tracking recruiting efforts and analyzing industry trends to enhance recruitment strategies. Compensation: $70,000 plus incentive pay. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate's qualifications, the Company's operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
What We Offer:
Health & Wellness:
Comprehensive medical, dental, and vision plans; wellness stipends and resources; and mental health support. Financial Security:
401(k) retirement plan with company matching program Time Off & Flexibility:
Paid time off, eleven paid holidays, family leave, and options for hybrid work. Career Growth:
Access to learning platforms, mentorship programs, and leadership training.
You can find more details about our comprehensive benefits package here.
#LI-MM2
#REMOTE
Preferred Skills