Director, Advisor Growth & Development

Cambridge Investment Research; Milton (GA); Hybrid; USD 110,000 - 170,000; Full time

Job summary

Cambridge Investment Research is seeking a Director, Advisor Growth & Development to partner with financial advisors, helping them grow their practices and maximize firm resources. The role blends leadership with hands-on consulting, practice management guidance, and cross-functional collaboration.

Based in Milton, GA with hybrid attendance, you will recruit new advisors, identify growth opportunities, deliver growth plans, lead meetings, and champion technology adoption within the firm.

Qualifications

• 5+ years of experience in business development, relationship management, consulting, financial services, or a related field.
• Proven ability to build trusted client relationships and drive business growth.
• Strong consultative selling, communication, and presentation skills.
• Experience developing strategic business plans and growth initiatives.
• Ability to influence, collaborate, and build partnerships across multiple stakeholders.
• Strong organizational and problem-solving skills.
• Willingness to travel as needed to support advisors and business development efforts.

Responsibilities

• Develop and cultivate new advisor recruiting opportunities through proactive outreach and relationship-building.
• Identify business growth and cross-sell opportunities within existing advisor relationships.
• Serve as a dedicated relationship manager and trusted business partner to advisors.
• Deliver strategic consulting and actionable growth plans to support Advisor success.
• Provide guidance on practice management, business development, industry trends, and growth strategies.
• Conduct regular advisor meetings and office visits to strengthen relationships and increase engagement.
• Advocate for advisors by collaborating with internal teams to resolve issues and enhance the advisor experience.
• Promote adoption of firm technology, resources, products, and support services.
• Present at conferences, meetings, and educational events.
• Maintain accurate activity tracking and relationship management documentation within CRM systems.

Skills

Relationship management

Business development

Consulting

Financial services

Strategic planning

Cross-selling

Travel flexibility

Job description

Job SummaryKey Deliverables and ResponsibilitiesWe're seeking a relationship-driven, growth-minded leader to join our team as Director, Advisor Growth & Development. In this role, you'll partner closely with financial advisors to help them grow their businesses, maximize firm resources, and enhance their overall experience.You'll be responsible for developing new advisor relationships, strengthening existing partnerships, identifying growth opportunities, and serving as a trusted consultant on business strategy, practice management, and industry trends. This position offers a unique opportunity to make a direct impact on advisor success while contributing to the firm's overall growth objectives.What You'll DoDevelop and cultivate new advisor recruiting opportunities through proactive outreach and relationship-building.Identify business growth and cross-sell opportunities within existing advisor relationships.Serve as a dedicated relationship manager and trusted business partner to advisors.Deliver strategic consulting and actionable growth plans to support Advisor success.Provide guidance on practice management, business development, industry trends, and growth strategies.Conduct regular advisor meetings and office visits to strengthen relationships and increase engagement.Advocate for advisors by collaborating with internal teams to resolve issues and enhance the advisor experience.Promote adoption of firm technology, resources, products, and support services.Present at conferences, meetings, and educational events.Maintain accurate activity tracking and relationship management documentation within CRM systems.What We Are Looking For5+ years of experience in business development, relationship management, consulting, financial services, or a related field.Proven ability to build trusted client relationships and drive business growth.Strong consultative selling, communication, and presentation skills.Experience developing strategic business plans and growth initiatives.Ability to influence, collaborate, and build partnerships across multiple stakeholders.Strong organizational and problem-solving skills.Willingness to travel as needed to support advisors and business development efforts.Location: Milton, GA (hybrid attendance)Why Cambridge?Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.Premium benefit package including medical, vision, dental, life and long-term disability insuranceVacation/sick time401K retirement plan with company matching programEleven paid holidaysYou can find more details about our comprehensive benefits package here .Cambridge Overview:Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.