Director of Advisor Growth & Strategic Development

EPC Eneric Petroleum Corp.; Milton (GA); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Cambridge is seeking a Director, Advisor Growth & Development to partner with financial advisors, grow their practices, and optimize use of firm resources. You’ll lead new recruiting, expand existing relationships, and deliver strategic growth plans.

You will mentor teams, maintain CRM activity, and serve as a trusted consultant on business strategy. Based in Milton, GA with hybrid attendance, you’ll travel as needed to support advisors, drive cross-sell opportunities, and represent the firm at

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

Business development

Relationship management

Consulting

Financial services

Communication

Job description

Cambridge is seeking a Director, Advisor Growth & Development to partner with financial advisors, grow their practices, and optimize use of firm resources. You’ll lead new recruiting, expand existing relationships, and deliver strategic growth plans.

You will mentor teams, maintain CRM activity, and serve as a trusted consultant on business strategy. Based in Milton, GA with hybrid attendance, you’ll travel as needed to support advisors, drive cross-sell opportunities, and represent the firm at