FINRA Licensed Business Development Director
Job Summary
Owning a defined book of outbound campaigns, the full-time remote FINRA Licensed Business Development Director will manage proactive outreach to source and qualify leads within the wealth management sector, while supporting the National Director in closing activities.
Key responsibilities
- Run high-volume outbound prospecting and cold calling to generate qualified leads
- Assist with pull-through activity on deals, ensuring timely follow-up and coordination
- Maintain accurate records in HubSpot and prepare for weekly performance reviews
Required qualifications
- Prior experience in outbound sales or business development within financial services
- Strong familiarity with broker-dealers, RIAs, and wealth management distribution channels
- Proven track record in high-volume prospecting and managing a pipeline within a CRM
- FINRA licensing (SIE, Series 7, Series 63/65/66) is preferred
- Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent experience
Complete Job Description
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