Logo
Cambridge Investment Research

Cambridge Investment Research is hiring: Associate Director, Business Developmen

Cambridge Investment Research, Phoenix, AZ, US, 85003

Save Job

Associate Director, Business Development - Financial Professional Recruiting page is loaded## Associate Director, Business Development - Financial Professional Recruitingremote type: Hybridlocations: Phoenix, AZ: Remotetime type: Full timeposted on: Posted Todayjob requisition id: R-2025-34# **Job Summary**The Associate Director, Business Development (Regional Recruiter) 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.# **Key Deliverables and Responsibilities*** 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.# **What We Are Looking For**The ideal candidate is highly organized, detail-oriented, and able to manage multiple priorities while developing and maintaining strong relationships with financial professionals. They bring excellent communication, negotiation, and interpersonal skills, are proficient in CRM systems to track recruiting efforts, and leverage industry insights to enhance recruitment strategies. Willingness to travel for conferences and recruiting meetings as needed completes the profile.**Certifications:*** Financial Industry Regulatory Authority (FINRA) Series 99 is required within12 months.**Salary Range:** $70,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.You can find more details about our comprehensive benefits package **Company Overview:** At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit**Work Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.**Recruiting Agencies:** This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.#LI-MM2#REMOTE #J-18808-Ljbffr