Associate Director of Business Development

RFG Advisory, LLC; Atlanta (GA); Hybrid; USD 110,000 - 160,000; Full time

Job summary

RFG Advisory, LLC is seeking an Associate Director of Business Development for a remote, growth-focused role in wealth management. You will own a defined outbound book, run proactive campaigns, and qualify high-potential leads to fuel growth.

You’ll coordinate with the National Director on pull-through and closing activities, while maintaining relationships through the full sales cycle and ensuring steady pipeline momentum.

Qualifications

• Experience in financial services business development or wealth management is required.
• Proven ability to source and qualify leads and build a pipeline.
• Strong relationship-building skills for long sales cycles.

Responsibilities

• Run proactive outbound prospecting across defined campaigns and target accounts in wealth management.
• Source and qualify a minimum of five qualified leads per month through outbound efforts or marketing leads.
• Coordinate with National Director to move opportunities toward close and schedule demos as needed.
• Maintain clean, up-to-date CRM records and report weekly on pipeline activity and results.
• Collaborate with Marketing and RevOps to optimize outreach and messaging using AI tools.

Tools

HubSpot CRM

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.