Growth Architect for Financial Advisor Networks

Integrity; Scottsdale (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

Integrity seeks a Business Development Consultant to drive growth for financial advisors and build scalable systems in Scottsdale, AZ. The role combines consumer lead generation, coaching, presentations, and process improvement to support a growing advisor network.

The ideal candidate will optimize CRM, implement marketing automation, and explore AI-enabled strategies to generate qualified prospects and improve conversion across retirement planning, wealth management, insurance, and financial

Qualifications

• 5+ years in business development, financial services, insurance, marketing, or related field.
• Proven experience generating consumer leads and new business.
• Experience developing digital, referral, event, networking, or partnership-based lead-generation strategies.
• Experience coaching or training financial advisors, sales professionals, or business-development teams.
• Strong presentation, communication, and relationship-building skills.

Responsibilities

• Develop and execute strategies to generate qualified consumer leads and prospective clients for financial advisors.
• Build lead-generation programs across digital marketing, social media, events, seminars, webinars, referrals, networking, email campaigns, and partnerships.
• Develop and optimize campaigns that connect consumers with financial advisors for retirement planning, wealth management, insurance, investment, and financial planning needs.
• Build systems for lead capture, qualification, nurturing, appointment setting, follow-up, and conversion.
• Help advisors improve prospecting, referral, networking, and client-acquisition strategies.
• Track lead sources, conversion rates, appointment rates, client acquisition costs, and ROI.
• Develop strategic relationships with organizations and professionals that can generate consumer referrals.
• Provide best-practice coaching to advisors and team members on prospecting, sales, client engagement, and business development.
• Conduct training sessions, workshops, seminars, and presentations for advisors, prospects, referral partners, and consumers.
• Evaluate and improve CRM systems, marketing automation, workflows, and sales processes.
• Identify opportunities to use AI and automation for lead generation, prospect research, personalized marketing, follow-up, appointment scheduling, and advisor productivity.
• Help establish scalable systems, processes, and infrastructure to support a growing advisor network.
• Develop KPIs and reporting to measure lead generation, pipeline growth, conversion, revenue, and ROI.
• Work directly with leadership to identify new markets, consumer opportunities, partnerships, and growth initiatives.
• Coach advisors and businesses on how to build scalable infrastructure, including business processes, workflows, technology, CRM systems, marketing systems, operational procedures, and performance-management frameworks.
• Assess existing business infrastructure and identify opportunities to improve systems, processes, technology, staffing, workflows, and accountability to support growth.
• Develop and deliver professional presentations, educational programs, workshops, seminars, and training sessions for advisors, business owners, prospects, etc.

Skills

Lead generation

Prospecting

Presentation skills

Tools

CRM

Marketing automation

Analytics

Job description

Integrity seeks a Business Development Consultant to drive growth for financial advisors and build scalable systems in Scottsdale, AZ. The role combines consumer lead generation, coaching, presentations, and process improvement to support a growing advisor network.

The ideal candidate will optimize CRM, implement marketing automation, and explore AI-enabled strategies to generate qualified prospects and improve conversion across retirement planning, wealth management, insurance, and financial