Regional Director of Business Development

Regional Director, Business Development - West Coast

Location: Remote, with preference for candidates based in key growth markets including California and up the West Coast

Travel: 25% to 35% for advisor meetings, home office visits, conferences, and industry events

Compensation: Competitive guarantee plus commission, with significant upside tied to advisor recruiting success and territory growth

About the Role

Our client, an established RIA built by advisors, for advisors, is seeking a Regional Director, BDG to help grow its national network of independent financial advisors. This is a relationship-driven, sales-oriented role focused on identifying and recruiting high-performing advisors and advisor teams serving high-net-worth and ultra-high-net-worth clients.

The ideal candidate is polished, highly self-motivated, and able to build trust with successful advisors. They should bring experience in financial services, advisor recruiting, business development, or consultative sales, along with a strong understanding of the wealth management landscape.

What You’ll Do

• Recruit qualified financial advisors and advisor teams within an assigned territory, with a focus on practices serving high-net-worth and ultra-high-net-worth clients
• Build new recruiting opportunities through proactive outreach, referral development, and consistent market activity
• Own and manage Salesforce leads from initial outreach through ongoing follow-up, keeping advisor conversations organized and moving forward
• Use a consultative sales approach to understand each advisor’s business, growth goals, client base, and potential alignment with the platform
• Prepare and deliver thoughtful business presentations that clearly communicate the firm’s value proposition and help advisors evaluate the opportunity
• Maintain strong, high-touch relationships with prospective and current advisors in the territory to support active recruiting conversations and referral opportunities
• Partner with internal leaders to develop territory strategy, recruiting plans, and business development priorities that support growth goals
• Represent our client professionally at industry events, advisor meetings, conferences, and other market-facing opportunities
• Coordinate and host home office visits, ensuring prospective advisors have a polished, well-prepared experience with the firm
• Stay current on industry trends, advisor movement, competitive platforms, and the evolving wealth management landscape

What We’re Looking For

• Minimum of five years of experience in financial services, ideally in a sales, recruiting, business development, or relationship management role
• Experience recruiting financial advisors or working closely with advisor teams is strongly preferred
• Strong understanding of the wealth management landscape, including how advisors evaluate platforms, independence, client service, and growth opportunities
• Ability to manage a complex, relationship-driven sales process with sophisticated financial professionals
• Series 7 license required
• Experience using Salesforce or another CRM to manage outreach, pipeline activity, and ongoing relationship tracking is preferred
• Excellent communicator with the polish, confidence, and credibility to represent a high-caliber platform in conversations with sophisticated advisors and senior stakeholders
• Highly self-motivated and proactive, with the ability to create opportunities rather than wait for leads to be handed over
• Strong organizational skills and follow-through, with the ability to manage multiple advisor relationships and active recruiting conversations at once
• Comfortable with cold outreach, travel, industry events, and in-person relationship building

Why This Role

• Join a credible, fast-growing platform in the independent wealth management space
• Step into a role with significant earning potential, career growth, and long-term upside
• Recruit sophisticated advisors and advisor teams who are evaluating the next stage of growth, independence, succession, and long-term enterprise value
• Own and build a territory through proactive outreach, referral development, and consistent market presence