Regional Director - Business Development

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2 Locations
Hybrid
Fintech • Financial Services
The Role

Regional Director – Business Development


HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. 

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. 

We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Regional Director, Business Development.

QUALIFICATIONS

  • Bachelor’s degree in business, Accounting, or Marketing is desirable
  • Financial Services experience is desirable
  • B2B sales experience required
  • Proficient in lead generations through various platforms
  • Existing relationships in the market are desirable
  • Must be able to work independently as well as with large teams
  • High energy and positive attitude required
  • Flexibility to attend marketing and other networking events during weekends and evenings when needed
  • MS Office proficiency (PowerPoint, Word, & Excel)
  • CRM Experience

ESSENTIAL FUNCTIONS:

  • Responsible for Business Development and Client Engagement for the Region.
  • Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team.
  • Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base
  • Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm
  • Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients
  • Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings.
  • Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional’s time.
  • Will lead or co-lead Practice Development meetings in the region.

BENEFITS WE OFFER:

  • Competitive Base Salary + Commission
  • Employee Referral Bonuses
  • Anniversary Bonus
  • Paid Time Off
  • 401(k) plan with company match and profit sharing
  • Affordable Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 9 Paid holidays
  • Disability Insurance
  • Annual Performance Reviews
  • And Much More…

HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.



#HBKCPA



Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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The Company
HQ: Canfield, OH
496 Employees
Year Founded: 1949

What We Do

Established in 1949, HBK is a multidisciplinary financial services firm offering the collective intelligence of hundreds of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management, and support services. HBK serves clients across the U.S., from individuals to small businesses to multi-million-dollar corporations to exempt organizations. The firm is ranked 45th among “Top 100” accounting firms by Accounting Today and has been a consistent “Top 100” firm in the INSIDE Public Accounting magazine poll. Financial Advisor Magazine ranks the wealth advisory, HBKS Wealth Advisors, among the top U.S. registered investment advisories.

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