Head of Sales and Business Development

Global Recruiters of Mid-Cities (GRN) provided pay range

This range is provided by Global Recruiters of Mid-Cities (GRN). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Annual Bonus and Commission

Our client, a Registered Investment Advisory (RIA) firm with multiple locations in Arizona is looking for a Head of Sales and Business Development (HOS).

This role requires a Series 65 license and is in-office.

The HOS will manage a growing team of 12+ Financial Advisors, who enjoy marketing-driven lead flow, and an in-house service department and application processors. The purpose of this role is:

• Grow the AUM of the firm
• Develop the sales skills of the team through training and mentoring
• Recruit and retain Advisors and support team
• Continually improve client satisfaction and engagement
• Hold Advisors accountable to full utilization / optimization of CRM

Duties:

• Run sales meetings
• Manage and distribute marketing leads
• Observe prospective client meetings to train team effectively
• Train Advisors on financial planning analysis and implementation
• Communicate with firm leadership and drive initiatives

Requirements:

• Active Series 65 license
• 10+ years in wealth management industry
• 3+ years in sales management and/or leadership role
• Work in Peoria office and travel to other locations in Greater Phoenix occasionally
• Proven history of driving sales results and coaching Advisors
• Deep understanding of industry and SEC requirements
• Must be comfortable with recommending allocations into funds, SMAs, model portfolios, fixed income products, including fixed income annuities

• Director

• Full-time

• Sales, Management, and Training
• Investment Management and Investment Advice

Referrals increase your chances of interviewing at Global Recruiters of Mid-Cities (GRN) by 2x

Medical insurance

401(k)

Vision insurance

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