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.
Requirements
Experience
- 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.
- Familiarity with AssetLink, Discovery Data, or comparable industry data platforms preferred.
- FINRA licensing (SIE, Series 7, Series 63/65/66) and other industry designations are a plus.
Skills & Competencies
- 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.
Technology & Tools
- HubSpot CRM proficiency required or able to demonstrate rapid platform adoption.
- AssetLink or comparable industry data platform experience preferred.
- Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve outreach quality, research efficiency, and workflow productivity.
Education
- Bachelor's degree in Business, Finance, Communications, or a related field; or equivalent professional experience.
Company
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Benefits and Compensation
Salary: $90,000-$95,000
- 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
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...