Large Enterprise Business Development Leader

***"Relocation to Dallas, TX"*** 

The Large Enterprise Business Development Leader is responsible for driving advisor recruiting growth through strategic execution, people leadership, and performance accountability. This role leads the Large Enterprise Business Development team, partners closely with senior leadership and Client Value teams, and ensures consistent execution of business development initiatives while delivering results aligned to key strategic KPIs.

This position is a hybrid role, with a primary office location in Dallas, TX. As on‑site presence is required, candidates must be willing to work in a hybrid model and relocate to Dallas within 6 months of hire. Candidates local to San Diego and El Segundo, CA will also be considered.

What will you do: 

• Work with team members to proactively identify Advisor business development opportunities and build pipelines.
• Work with Large Enterprise Business Development team members to evaluate prospective advisors regarding risk, reward and viability.
• Responsible for managing the engagement and proper execution; of Cost-Benefit Analysis (CBA) processes and programs 
• Day-to-day people management, skills development, improved performance & results of Business Development team members and direct reports.
• Holding the Business Development team accountable for pipeline management, execution of key activities, role mandates, and delivery of recruiting goals as measured by Business Development KPIs.
• Directing, establishing, and implementing strategic priorities, performance goals and objectives. 
• Accountable for engaging and working closely with all departments that support business development and recruiting e.g. Finance, Marketing, Lead Generation, etc.

What you need to have:

• Bachelor’s degree (4‑year college degree required)
• 10+ years of sales team leadership experience in Advisor Recruiting within the broker‑dealer or wealth management industry with a high level of proficiency in ensembles, multi-producer groups, and OSJ’s
• Proven experience leading and developing business development teams with KPI and revenue accountability
• Demonstrated ability in successfully maneuvering and closing a pipeline of complex deals and opportunities
• Be able to confidently navigate execution, forecasting, and KPI goals
• Leverage CRM tools such as Salesforce to drive productivity and engagement
• Expert-level awareness of the competitive BD landscape and marketplace
• Ability to travel up to 50% and be located near a designated Cetera hub (Dallas, TX | St. Paul & St. Cloud, MN | Des Moines, IA | El Segundo, CA)
• Series 7 and 24 Certification required (if not currently certified, will need to obtain within 6 months of hire)

What is nice to have:

• Prior experience within a fast-paced independent broker‑dealer environment
• Experience partnering with internal business teams such as Firm Leadership, Sales Enablement, Legal, Finance, Transitions, and Onboarding to set our advisors up for success.
• Strong presentation skills and executive presence 
• Team-player with a positive, proactive attitude, ability to self-direct and manage teams effectively
• Proficiency and familiarity with Salesforce and MS Office
• History of implementing or improving business development programs, processes, or operating models

Travel: Up to 50% (to accomplish training, coaching, and skills development, as well as attend Cetera advisor engagements and recruiting meetings)

Compensation: The salary range for this role is from $107,000-$190,000 base, along with a competitive incentive-base bonus.  Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. In addition, Cetera’s generous benefits package is designed to ensure your success both at work and at home, with a 401k program, health benefits, paid time off, and more.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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