What are the responsibilities and job description for the Business Development Manager position at Eagle Rock Wealth Management?
Business Development Program Manager
Eagle Rock Financial Group is a fast-growing wealth management and insurance firm dedicated to delivering comprehensive financial planning and investment strategies to our clients. Our firm is a $2B AUM firm, powered by Raymond James and the M Group for insurance and delivers unique solutions to our clients. We are seeking a high-energy Business Development Program Manager to take ownership of our growth initiatives. In this role, you will design, build, and roll out product, distribution partnerships and advisor recruiting programs that accelerate our market presence and growth.
Position Overview. As the Business Development Manager, you will sit at the intersection of business development, prospect/client engagement and talent acquisition. You will be responsible for building and managing end-to-end programs and managing the seamless rollout of campaigns designed to grow our client and advisor base. The ideal candidate possesses 2 to 5 years of experience within the financial services or insurance sectors, with a proven track record of taking programmatic concepts and executing them across distributed teams.
Key ResponsibilitiesProgram Building & Rollout Management
- End-to-End Program Ownership: Design, launch, and optimize integrated programs aimed at B2B advisor recruiting and B2C investor lead-generation.
- Campaign Execution: Manage the lifecycle of rollouts across multi-channel environments, including call campaigns, email sequences, events, and webinars. Work closely with our Marketing Director on digital and web campaigns.
- Playbook Development: Create "rollout playbooks" that streamline how new prospecting strategies and recruiting initiatives are introduced to offices and advisor teams.
- Cross-Functional Collaboration: Partner closely with internal Marketing, Recruiting, Compliance, Legal, Practice Management, and Executive Leadership to ensure all initiatives align with corporate standards and industry regulations.
Outbound Business Development Execution
- Prospecting & Sourcing: Identify high-potential financial advisors, teams, and agents through direct outreach, industry registries, and internal databases.
- Client Pipeline Building: Build and oversee client acquisition campaigns to initiate conversations with prospective clients.
- CRM Management: Maintain rigorous pipeline hygiene within our CRM, ensuring all outreach activities, follow-ups, and candidate notes are meticulously tracked to optimize target conversions.
- Event Management: Lead on site B2B and B2C execution of national, regional events, study groups, and industry conferences to generate prospect pipelines. Partner with financial advisors for event success.
Performance, Analytics & Data
- ProjectManagement. Build and manage project timelines internally and with our external partners
- KPI Trackable Success: Monitor, analyze, and report on the effectiveness of program rollouts, tracking conversion rates, pipeline velocity, and return on investment (ROI).
- Continuous Optimization: Turn data-driven insights into actionable improvements to enhance process adoption, candidate engagement, and advisor utilization of marketing toolkits.
Qualifications & Experience
- Experience: 2–5 years of professional experience in program management, growth marketing, or recruiting operations.
- Industry Background: Direct experience working within a Wealth Management firm, Registered Investment Advisor (RIA), Broker-Dealer, or Insurance firm is required.
- College degree in marketing, program management or related field
- Outbound Track Record: Proven ability to build an outbound sales or recruiting pipeline from scratch, with a strong comfort level executing cold outreach.
- Project Management Skills: Proven ability to manage multiple moving parts, balance competing priorities, and launch complex initiatives on strict timelines.
- Growth Mindset: A forward-thinking, proactive builder who thrives in a fast-paced environment and isn't afraid to test new concepts to drive measurable business results.
- Regulatory Knowledge: Solid foundational understanding of financial compliance guidelines (SEC/FINRA rules or insurance regulations) governing marketing and recruiting communications.
- Tech Stack Familiarity: Experience using CRM platforms (Salesforce, HubSpot), Marketing Automation (Marketing Cloud, Pardot), and standard project management software is highly preferred.
- What We Offer
- Competitive salary with a performance-based bonus structure
- Comprehensive health, dental, and vision insurance options
- 401(k) matching and retirement planning benefits
- Paid Time Off (PTO) and parental leave policies
- Opportunities for professional development and continuous career progression within a rapidly scaling organization
Pay: $100,000.00 - $120,000.00 per year
Benefits:
- 401(k) matching
- Health savings account
- Life insurance
- Vision insurance
Work Location: Hybrid remote in Morristown, NJ 07960
Salary : $100,000 - $120,000