Associate Director of Business Development

Summary

RFG Advisory is an award-winning, fast-growing RIA platform for independent financial Advisors. The Associate Director of Business Development will generate and qualify wealth management leads through outbound prospecting, support deal pull-through and closing activity, manage CRM records and pipeline reporting, and collaborate with marketing and RevOps.

Responsibilities

• Run proactive, high-volume outbound prospecting and cold calling against a defined book of campaigns, channels, and target accounts within the wealth management space
• Source and qualify a minimum of five qualified leads per month, through your own outbound effort or by working leads generated through RFG marketing
• Use AssetLink and similar industry data platforms to research prospects, verify Advisor and firm details, and sharpen outreach targeting
• Identify and pursue new channels and distribution opportunities that expand RFG's reach within broker-dealers, RIAs, and other wealth management segments
• In coordination with the National Director, assist with pull-through activity on RFG-sourced deals, including scheduling demos, preparing follow-up materials, and keeping opportunities moving toward close
• Serve as a reliable execution partner on active opportunities, ensuring no deal stalls for lack of follow-through or coordination
• Build relationships with prospective Advisors that hold up through the full sales cycle, not just initial outreach
• Maintain clean, accurate, and up-to-date records in HubSpot across your full book of outbound activity and pipeline
• Come prepared to weekly 1:1 reviews with a clear read on what's working, what isn't, and what you're doing about it
• Take ownership of your numbers rather than waiting to be asked; this role is measured by qualified leads generated, pull-through activity, and pipeline contribution
• Work closely with marketing and RevOps in the creation, execution, and assessment of outreach initiatives and sales campaigns
• Provide field intelligence from prospecting activity that improves targeting, messaging, and campaign performance over time
• Leverage AI and automation tools to increase the efficiency, quality, and consistency of outreach and follow-up

Skills

• Prior experience in outbound sales, business development, or a client-facing role within financial services; this is required and non-negotiable
• Strong familiarity with broker-dealers, RIAs, and other distribution channels across the wealth management industry
• A demonstrated track record with high-volume prospecting and cold calling
• Proven ability to manage a full book of accounts and pipeline within a CRM; HubSpot experience is a plus
• Experience working closely with marketing teams to facilitate and execute sales initiatives
• Self-directed and comfortable owning a full book of business rather than working from a handed-down task list
• Strong verbal and written communication skills, particularly for Advisor-facing outreach, follow-up, and relationship development
• Production-oriented mindset; measures success by pipeline contribution and qualified leads generated, not activity volume alone
• Collaborative partner to marketing, RevOps, and the National Director without losing individual accountability for outcomes
• Demonstrated interest in growing a long-term career in business development and relationship management within wealth management
• Coachable and prepared; shows up to reviews with context, owns misses, and adjusts quickly
• HubSpot CRM proficiency required or able to demonstrate rapid platform adoption
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve outreach quality, research efficiency, and workflow productivity
• Bachelor's degree in Business, Finance, Communications, or a related field; or equivalent professional experience
• Familiarity with AssetLink, Discovery Data, or comparable industry data platforms preferred
• AssetLink or comparable industry data platform experience preferred
• FINRA licensing (SIE, Series 7, Series 63/65/66) and other industry designations are a plus

Qualifications

Must Haves

• Prior experience in outbound sales, business development, or a client-facing role within financial services; this is required and non-negotiable
• Strong familiarity with broker-dealers, RIAs, and other distribution channels across the wealth management industry
• A demonstrated track record with high-volume prospecting and cold calling
• Proven ability to manage a full book of accounts and pipeline within a CRM; HubSpot experience is a plus
• Experience working closely with marketing teams to facilitate and execute sales initiatives
• Self-directed and comfortable owning a full book of business rather than working from a handed-down task list
• Strong verbal and written communication skills, particularly for Advisor-facing outreach, follow-up, and relationship development
• Production-oriented mindset; measures success by pipeline contribution and qualified leads generated, not activity volume alone
• Collaborative partner to marketing, RevOps, and the National Director without losing individual accountability for outcomes
• Demonstrated interest in growing a long-term career in business development and relationship management within wealth management
• Coachable and prepared; shows up to reviews with context, owns misses, and adjusts quickly
• HubSpot CRM proficiency required or able to demonstrate rapid platform adoption
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve outreach quality, research efficiency, and workflow productivity
• Bachelor's degree in Business, Finance, Communications, or a related field; or equivalent professional experience

Nice to Haves

• Familiarity with AssetLink, Discovery Data, or comparable industry data platforms preferred
• AssetLink or comparable industry data platform experience preferred
• FINRA licensing (SIE, Series 7, Series 63/65/66) and other industry designations are a plus

Benefits

• Competitive salary + bonus pool
• Uncapped commission opportunities
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support
• This is a remote role. If a candidate resides in Birmingham, they can work a hybrid schedule.