FINRA Licensed Business Development Director
Job Summary
Owning a defined book of outbound campaigns, the full-time remote FINRA Licensed Business Development Director will proactively source and qualify leads within the wealth management sector while supporting the National Director in closing activities.
Key Responsibilities
- Conduct high-volume outbound prospecting and cold calling to generate qualified leads
- Assist with pull-through activities on sourced deals, ensuring smooth progression toward closing
- 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 cold calling
- 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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