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Job description
Associate Director of Business Development
RFG Advisory is an award-winning, fast-growing RIA platform for independent financial Advisors, and the Associate Director of Business Development is the front-line role that fills the pipeline that fuels that growth. You will own a defined book of outbound campaigns, channels, and target accounts within wealth management, running proactive outreach to source and qualify leads, and supporting the National Director on pull-through and closing activity. This is a relationship-driven, production-oriented role for someone who already has real experience in financial services business development and can see themselves growing toward a National Director seat.
Location: This is a remote role. We are headquartered in Birmingham, AL. If a candidate resides in Birmingham, they can work a hybrid schedule.
What You'll do
Outbound Prospecting & Pipeline Generation
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.
Pull-Through & Deal Support
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.
CRM Ownership & Reporting
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.
Marketing & RevOps Collaboration
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.
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Worksite address
atlanta, GA, 30383, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.