We're seeking a relationship-driven, growth-minded leader to join our team as Director, Advisor Growth & Development. In this role, you'll partner closely with financial advisors to help them grow their businesses, maximize firm resources, and enhance their overall experience.
You'll be responsible for developing new advisor relationships, strengthening existing partnerships, identifying growth opportunities, and serving as a trusted consultant on business strategy, practice management, and industry trends. This position offers a unique opportunity to make a direct impact on advisor success while contributing to the firm's overall growth objectives.
What You'll Do
- Develop and cultivate new advisor recruiting opportunities through proactive outreach and relationship-building.
- Identify business growth and cross-sell opportunities within existing advisor relationships.
- Serve as a dedicated relationship manager and trusted business partner to advisors.
- Deliver strategic consulting and actionable growth plans to support Advisor success.
- Provide guidance on practice management, business development, industry trends, and growth strategies.
- Conduct regular advisor meetings and office visits to strengthen relationships and increase engagement.
- Advocate for advisors by collaborating with internal teams to resolve issues and enhance the advisor experience.
- Promote adoption of firm technology, resources, products, and support services.
- Present at conferences, meetings, and educational events.
- Maintain accurate activity tracking and relationship management documentation within CRM systems.
What We Are Looking For
- 5+ years of experience in business development, relationship management, consulting, financial services, or a related field.
- Proven ability to build trusted client relationships and drive business growth.
- Strong consultative selling, communication, and presentation skills.
- Experience developing strategic business plans and growth initiatives.
- Ability to influence, collaborate, and build partnerships across multiple stakeholders.
- Strong organizational and problem-solving skills.
- Willingness to travel as needed to support advisors and business development efforts.
Location: Milton, GA (hybrid attendance)
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- 5+ years of experience in business development, relationship management, consulting, financial services, or a related field
- Proven ability to build trusted client relationships and drive business growth
- Strong consultative selling, communication, and presentation skills
- Experience developing strategic business plans and growth initiatives
- Ability to influence, collaborate, and build partnerships across multiple stakeholders
- Strong organizational and problem-solving skills
- Willingness to travel as needed to support advisors and business development efforts
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
