Growth Architect for Financial Advisor Partnerships

Cambridge Investment Research, Inc.; Milton (GA); Hybrid; USD 140,000 - 225,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k) retirement plan with company 
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Paid holidays

Job summary

Cambridge Investment Research, Inc. invites a Director, Advisor Growth & Development to lead relationship-building with financial advisors in Milton, GA, and drive firm growth.

You’ll develop recruiting, nurture partnerships, and deliver strategic growth plans in collaboration with cross-functional teams. The role requires a growth-minded leader with strong consultative selling and presentation skills, capable of guiding advisors through business strategy and practice management while traveling

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

Consultative selling

Strategic planning

Stakeholder management

Presentation skills

Job description

Cambridge Investment Research, Inc. invites a Director, Advisor Growth & Development to lead relationship-building with financial advisors in Milton, GA, and drive firm growth.

You’ll develop recruiting, nurture partnerships, and deliver strategic growth plans in collaboration with cross-functional teams. The role requires a growth-minded leader with strong consultative selling and presentation skills, capable of guiding advisors through business strategy and practice management while traveling