Talent.com
Regional Director, Business Development
Regional Director, Business DevelopmentGood Life Companies • Charlotte, North Carolina, United States, 28202
No longer accepting applications
Regional Director, Business Development

Regional Director, Business Development

Good Life Companies • Charlotte, North Carolina, United States, 28202
20 days ago
Job type
  • Full-time
Job description

About Good Life Good Life Companies is a fast-growing, independent RIA platform dedicated to empowering financial advisors to achieve true independence and long-term success. We provide the education, tools, and ongoing support advisors need to build, manage, and grow thriving independent practices—so they can focus on what matters most : serving clients, growing their business, and living their version of the good life.

Position Summary The Regional Director of Business Development is responsible for leading initiatives aimed at increasing both new store sales (new financial advisors recruited onto the platform) and same store sales (increasing services received by existing financial advisors) by identifying and engaging premium segment financial advisors and teams. This pivotal role involves attracting top-tier advisors from leading global banks, wire houses, RIAs, etc. thereby contributing significantly to the expansion of our firm's presence in this specialized market segment. Leveraging experience in sales, business development, and financial industry expertise, the Regional Director will craft and execute effective organizational growth strategies leading to a more robust portfolio of clients and services rendered.

Key Responsibilities Essential Roles and Responsibilities

  • Cultivate and lead a customer-centric approach, ensuring an exceptional advisor experience remains paramount.
  • Design and implement robust business development strategies to drive new business growth and maximize revenue and sales targets.
  • Evaluate and cultivate new business pipelines to ensure sustained growth.
  • Collaborate with cross-functional teams to orchestrate impactful awareness campaigns and drive substantive business growth.
  • Serve as a trusted advisor, leveraging in-depth industry knowledge to guide prospective and existing clients on our unique capabilities through comprehensive consultation and analysis.
  • Foster strong partnerships and synergies across internal departments, driving innovative solutions to enhance the advisor experience while ensuring accountability to established milestones and outcomes.
  • Demonstrate agility in responding to customer, partner, and prospect feedback, iterating programs swiftly with an entrepreneurial mindset.
  • Cultivate relationships with industry service providers to explore potential partnership opportunities.

Daily and Monthly Responsibilities

  • Conduct thorough competitive assessments, identifying avenues for competitive advantage and informing strategic decision-making.
  • Stay abreast of industry trends, emerging developments, and key players to inform the company's strategic direction and approach to innovation.
  • Utilize data-driven insights to monitor program performance, identify trends, and align projects with company priorities.
  • Conduct market evaluations and leverage established networks to expand the reach of our offerings.
  • Identify growth opportunities and untapped resources, communicating effectively with the executive leadership team.
  • Engage with existing clients to understand their needs, evaluate opportunities, and drive same-store sales growth.
  • Provide guidance and mentorship to direct reports, ensuring alignment with client-facing objectives.
  • Liaise closely with the Marketing / Communications department to ensure effective branding in the marketplace.
  • Forecast business development needs to ensure present and future organizational success.
  • Keep abreast of new product launches and ensure alignment and support from you and / or your respective team.
  • Traveling, as needed, to visit and consult with Financial Advisors in their offices around the country.
  • Qualifications Education

  • Bachelor's Degree in Finance, Economics, Marketing, or another business-related field (or equivalent experience, in lieu of a Bachelor’s degree) required.
  • Master of Business Administration (MBA), Certified Financial Planner (CFP), and / or Certified Investment Management Analyst (CIMA) preferred.
  • Series 65, 66, 7, and 63 are all preferred
  • Experience

  • Minimum 10 years of related experience (business development, wholesaler, financial advisor) required.
  • A track record of managing high-performing teams, ideally within the independent wealth management industry, is preferred.
  • Strong familiarity with CRM systems, particularly Salesforce, is preferred.
  • Working Conditions

    Physical Demands

  • Requires vision, speech, and hearing, and a low level of physical activity to include sitting, standing, walking, lifting, and carrying as required.
  • Environmental factors

  • Primarily Indoors, office setting.
  • PI313017d44182-30511-38948980

    Create a job alert for this search

    Regional Director • Charlotte, North Carolina, United States, 28202

    Related jobs
    Business Development Sales Director

    Business Development Sales Director

    BDP International • Charlotte, NC, United States
    Full-time
    PSA BDP, a member of the PSA Group, is a leading provider of globally integrated and port-centric supply chain, transportation, and logistics solutions. The company is headquartered in Philadelphia,...Show more
    Last updated: 10 days ago • Promoted
    Regional Key Account Director

    Regional Key Account Director

    DP World • Charlotte, NC, United States
    Full-time
    We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of products and services covers every link of...Show more
    Last updated: 10 days ago • Promoted
    Business Development Representative (BDR)

    Business Development Representative (BDR)

    Genea • Charlotte, NC, US
    Full-time
    Business Development Representative (BDR).As leaders in property technology, Genea provides cloud-based physical security, submeter billing and on-demand HVAC solutions to over 1 million users acro...Show more
    Last updated: 22 days ago • Promoted
    Senior Director, Business Development

    Senior Director, Business Development

    We One • Charlotte, NC, US
    Full-time
    Senior Director, Business Development.We are the leading provider of worldwide smart end-to-end supply chain & logistics, enabling the flow of trade across the globe. Our comprehensive range of prod...Show more
    Last updated: 20 days ago • Promoted
    Regional Sales Director - Mission Critical

    Regional Sales Director - Mission Critical

    Charlotte Staffing • Charlotte, NC, US
    Full-time
    Regional Sales Director - Mission Critical.Eaton's North American Sales division is currently seeking a Regional Sales Director for its Data Center Mission Critical business.This role can be based...Show more
    Last updated: 17 days ago • Promoted
    Director of Sales-East Region

    Director of Sales-East Region

    eGroup Enabling Technologies • Charlotte, NC, United States
    Full-time
    Get AI-powered advice on this job and more exclusive features.Job Title : Director of Sales East Region- Technology Solutions. Group Enabling Technologies, a nine-time winner of Microsoft's Partner o...Show more
    Last updated: 7 days ago • Promoted
    Key Account Manager - IDN Development East

    Key Account Manager - IDN Development East

    Solenis LLC • Fort Mill, SC, United States
    Full-time
    Solenis is a leading global producer of specialty chemicals focused on delivering sustainable solutions for water-intensive industries, including consumer, industrial, institutional, food and bever...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director, Business Development

    Senior Director, Business Development

    Sodexo • Charlotte, NC, US
    Full-time
    Senior Director Of Business Development.Are you a visionary sales leader ready to shape the future of workplace hospitality? Sodexo WRX is redefining how organizations connect, nourish, and inspire...Show more
    Last updated: 30+ days ago • Promoted
    Business Development Representative (BDR / SDR)

    Business Development Representative (BDR / SDR)

    Janea Systems • Charlotte, NC, US
    Full-time
    Business Development Representative (BDR / SDR).Janea Systems (USA) is a dynamic team of the best & brightest software engineering specialists and solutions innovators, from around the world.From ker...Show more
    Last updated: 20 days ago • Promoted
    Director of Sales - East Region

    Director of Sales - East Region

    Millennium Broadband Solutions • Charlotte, NC, United States
    Full-time
    The Director of Sales is responsible for achieving regional sales objectives by leading and managing a team of Area Sales Managers across multiple markets, as well as overseeing the Managers of Cli...Show more
    Last updated: 10 days ago • Promoted
    Eastern Regional Sales Manager, US

    Eastern Regional Sales Manager, US

    IPEX • Pineville, NC, US
    Full-time
    IPEX is one of the North American leading providers of advanced plastic piping systems.Our mission is to shape a better tomorrow by connecting people with water and energy.We currently have an exci...Show more
    Last updated: 30+ days ago • Promoted
    Regional Business Director, Auvelity (Carolinas Region)NewCharlotte, NC

    Regional Business Director, Auvelity (Carolinas Region)NewCharlotte, NC

    Axsome Therapeutics • Charlotte, NC, US
    Full-time
    Job Opportunity at Axsome Therapeutics.Interested in building your career at Axsome Therapeutics? Get future opportunities sent straight to your email.Show more
    Last updated: 30+ days ago • Promoted
    Regional Director - Direct Sales

    Regional Director - Direct Sales

    Aramark Uniform Services • Charlotte, NC, US
    Full-time
    Regional Director - Direct Sales.Job Category : In Unit-Sales-Direct Sale.Requisition Number : REGIO047183.Atlanta, GA 30308, USA +6 more locations. The Regional Sales Director (RSD) is responsible fo...Show more
    Last updated: 16 days ago • Promoted
    Regional Sales DirectorUnited States

    Regional Sales DirectorUnited States

    Finite State • Charlotte, NC, US
    Full-time
    Finite State partners with product security teams, the guardians of our connected world, to create transparency for their connected devices and supply chains. Our platform handles connected devices ...Show more
    Last updated: 22 days ago • Promoted
    Director of Business Development - Design & Consulting

    Director of Business Development - Design & Consulting

    Haskell • Charlotte, NC, US
    Full-time
    In this role, you will be responsible for assisting new and existing clients in solving their capital project needs, generating new clients, supporting existing clients, and advancing the business ...Show more
    Last updated: 4 days ago • Promoted
    Director, Business Development, Automotive

    Director, Business Development, Automotive

    Hellmann Worldwide Logistics • Charlotte, NC, US
    Full-time
    Ready to rock the future with us? At Hellmann we put our people at the heart of everything we do, because for us, relationship matters. Joining us does not just mean becoming part of a global compan...Show more
    Last updated: 30+ days ago • Promoted
    Regional Business Development Manager

    Regional Business Development Manager

    JAS • Charlotte, NC, United States
    Full-time
    JAS is an international, non-asset-based supply chain services and solutions company.Our services include air and ocean freight forwarding, contract logistics, customs brokerage, distribution, inbo...Show more
    Last updated: 9 days ago • Promoted
    Regional Director of Sales

    Regional Director of Sales

    Jrcconline • Charlotte, NC, United States
    Full-time
    RestorePro Reconstruction is seeking a Regional Director of Sales to join our Charlotte team.This role is a sales leadership position responsible for managing and mentoring a team of Business Devel...Show more
    Last updated: 10 days ago • Promoted