Talent.com
Regional Director, Business Development

Regional Director, Business Development

Good Life CompaniesCharlotte, North Carolina, United States, 28202
20 hours 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
    • Promoted
    Director of Business Development - Travel Trade

    Director of Business Development - Travel Trade

    Context TravelCharlotte, NC, US
    Part-time
    Context Travel is a global day tour operator that connects intellectually curious travelers with local subject matter experts in over 60 destinations around the world. Our guests often tell us that ...Show moreLast updated: 2 days ago
    • Promoted
    Regional Sales Director, Florida

    Regional Sales Director, Florida

    Western UnionCharlotte, NC, US
    Full-time
    Regional Sales Director Florida.Are you a strategic sales leader with a passion for driving growth and building high-performance teams? Do you thrive on transforming vision into results that impro...Show moreLast updated: 1 day ago
    • Promoted
    Regional Sales Director - Industrial Field

    Regional Sales Director - Industrial Field

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Regional Sales Director, Industrial Field.Come make the world and accelerate your success.It takes great people to achieve greatness. People with a sense of purpose and integrity.People with a relen...Show moreLast updated: 1 day ago
    • Promoted
    Director Regional Sales- South Region

    Director Regional Sales- South Region

    Assessment Technologies Institute (ATI)Charlotte, NC, US
    Full-time
    Director Regional Sales- South Region.We Impact Lives Through Purpose-Driven Work in A People First Culture.Ascend Learning is the connection between a powerful portfolio of brands serving students...Show moreLast updated: 30+ days ago
    • Promoted
    Director of Field Sales - South Region

    Director of Field Sales - South Region

    Charlotte StaffingCharlotte, NC, US
    Full-time
    As a Senior Sales Leader, you will be required to lead, inspire, and motivate sales managers and new business sales leaders across the assigned region. Under the direction of the Vice President of F...Show moreLast updated: 1 day ago
    • Promoted
    Regional Sales Director, IO&E North Carolina

    Regional Sales Director, IO&E North Carolina

    Boston ScientificCharlotte, NC, US
    Full-time
    Regional Sales Director, IO&E North Carolina.Additional Location(s) : US-NC-Charlotte; US-NC-Raleigh / Durham.Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance...Show moreLast updated: 9 days ago
    • Promoted
    Senior Director, Business Development

    Senior Director, Business Development

    DP WorldCharlotte, 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 moreLast updated: 2 days ago
    • Promoted
    Director of Business Development, Market Access

    Director of Business Development, Market Access

    Cardinal HealthCharlotte, NC, US
    Full-time
    What Edgepark and Advanced Diabetes Supply Group (ADSG) Contributes to Cardinal Health.Edgepark and Advanced Diabetes Supply Group (ADSG) are leading providers of direct-to-home durable medical equ...Show moreLast updated: 1 day ago
    • Promoted
    Director of Business Development

    Director of Business Development

    Try TuringCharlotte, NC, US
    Full-time
    TryTuring LLC is seeking driven, ambitious professionals to join us as.Directors of Business Development.For those who prove themselves, leadership opportunities and a fast track to.We also promote...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Hyperscale Business Development Director

    Hyperscale Business Development Director

    Charlotte StaffingCharlotte, NC, US
    Full-time
    Hyperscale Business Development Director.As a CBRE Business Development Director, you will be responsible for formulating and implementing local and regional business marketing and development stra...Show moreLast updated: 12 hours ago
    • Promoted
    Regional Sales Director - Mission Critical

    Regional Sales Director - Mission Critical

    Eaton PlcCharlotte, NC, US
    Full-time
    Regional Sales Director For Data Center Mission Critical.Eaton's North American Sales division is currently seeking a Regional Sales Director for its Data Center Mission Critical business.This ro...Show moreLast updated: 2 days ago
    • Promoted
    Strategic R&D Business Development Leader

    Strategic R&D Business Development Leader

    Ingersol RandDavidson, NC, US
    Full-time
    Strategic R&D Business Development Leader.At Trane Technologies and through our businesses including Trane and Thermo King, we create innovative climate solutions for buildings, homes, and transpor...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Business Director

    Regional Business Director

    Syneos Health / inVentiv Health Commercial LLCCharlotte, NC, United States
    Full-time
    There is one thing you do that's exceptional : lead.The Regional Business Director II (RBD II) will be responsible for successfully hiring and leading a sales launch team, promoting non-opioid pain ...Show moreLast updated: 4 days ago
    • Promoted
    Business Development Manager - Referral Sources (West Region)

    Business Development Manager - Referral Sources (West Region)

    OttobockCharlotte, NC, US
    Full-time
    Business Development Manager - Referral Sources (West Region).For more than a century, Ottobock has pursued the mission of helping people living with limb loss or mobility challenges regain or main...Show moreLast updated: 2 days ago
    • Promoted
    Regional Sales Director, Hospital Accounts - Central

    Regional Sales Director, Hospital Accounts - Central

    Octapharma USA, Inc.Charlotte, NC, US
    Full-time
    Octapharma USA, an American subsidiary of Octapharma AG, is located in Paramus, New Jersey.Octapharma is one of the largest human protein product manufacturers in the world.Family-owned since being...Show moreLast updated: 2 days ago
    • Promoted
    Regional Sales Director - Central Region

    Regional Sales Director - Central Region

    BridgeBio PharmaCharlotte, NC, US
    Full-time
    Regional Sales Director - Central Region.When was the last time you achieved the impossible? If that thought feels overwhelming, you might want to pause here, but if it sparks excitement.In 2015, w...Show moreLast updated: 1 day ago
    • Promoted
    Regional Sales Director DACH

    Regional Sales Director DACH

    AvomindCharlotte, NC, US
    Full-time
    Our client is a leading systems integrator and global professional services firm driven to simplify and maximize the value of their clients' information. Founded in 2011, our client provides complem...Show moreLast updated: 1 day ago
    • Promoted
    Business Development Director - Healthcare

    Business Development Director - Healthcare

    ClifyXCharlotte, NC, US
    Full-time
    Business Development / Healthcare.This is the main job post content.The exact details and requirements are provided here. Focus on the core content of the job post, ensuring it is presented in a beaut...Show moreLast updated: 30+ days ago