Director of Advisor Growth & Strategy

Cambridge Investment Research, Inc.; Milton (GA); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Premium benefit package

Vacation/sick time

401K retirement plan

Eleven paid holidays

Job summary

Cambridge Investment Research, Inc. seeks a Director of Advisor Growth & Development to lead and partner with financial advisors, helping them grow their businesses and maximize firm resources.

You will identify growth opportunities, serve as a trusted consultant on strategy and practice management, and drive advisor success while supporting the firm’s growth objectives. This role emphasizes relationship-building, strategic consulting, and cross-functional collaboration with internal teams to

Qualifications

• 5+ years of experience in business development, relationship management, consulting, financial services, or a related field.

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.

Job description

Cambridge Investment Research, Inc. seeks a Director of Advisor Growth & Development to lead and partner with financial advisors, helping them grow their businesses and maximize firm resources.

You will identify growth opportunities, serve as a trusted consultant on strategy and practice management, and drive advisor success while supporting the firm’s growth objectives. This role emphasizes relationship-building, strategic consulting, and cross-functional collaboration with internal teams to