Internal Business Development Consultant - CFI

Cetera Financial Group; United States; On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Job summary

Cetera Financial Group is seeking a dynamic Internal Business Development Consultant to build and maintain a Salesforce-driven Financial Institution database, focusing on Credit Unions. You will research institutions, conduct targeted outreach to FI executives, and generate qualified investment-program leads for external BD Officers and Senior Recruiters.

Role emphasizes FI business development with collaboration across internal teams to refine outreach strategies, track opportunities, and drive

Qualifications

• Effective written and verbal communication skills.
• Strong relationship-building and professional outreach capabilities.
• Experience conducting outbound prospecting, business development, or lead-generation activities.
• Strong working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce.
• Understanding sales techniques, pipeline development, and prospect qualification.
• Demonstrated ability to research organizations and identify relevant decision-makers.

Responsibilities

• Build, expand, and maintain a comprehensive Financial Institution database in Salesforce, initially focused on Credit Unions.
• Research Credit Unions and Banks to identify opportunities and key decision-makers.
• Conduct targeted outreach to FI executives and Centers of Influence.
• Utilize compliant AI and digital tools to support prospect research and lead generation.
• Develop relationships with institutional contacts to increase Cetera’s FI capabilities.
• Generate qualified Credit Union and Bank investment-program leads for external BD Officers and Senior Recruiters.
• Document outreach activity and lead status in Salesforce.
• Maintain organized records to support pipeline management and reporting.

Skills

Communication skills

Outbound prospecting

Relationship-building

Sales techniques

Education

Bachelor’s degree in Business/Marketing/Finance/Economics

Tools

Salesforce

Microsoft Excel

PowerPoint

Word

Outlook

Job description

Job Description

Cetera Financial Group is seeking a dynamic and results-oriented professional to join our Business Development team as an

Job Description

Cetera Financial Group is seeking a dynamic and results-oriented professional to join our Business Development team as an Internal Business Development Consultant. The primary focus of this role is to build and maintain Cetera’s Financial Institution database in Salesforce, beginning with Credit Unions. The consultant will conduct targeted outreach to Financial Institution executives, investment program managers, and Centers of Influence to identify decision-makers, gather relevant market intelligence, and develop prospective institutional relationships.

This individual will also generate qualified Credit Union and Bank investment-program leads for our External Financial Institution New Business Development Officers and Senior Recruiters. This role is dedicated to Financial Institution business development and will not be responsible for generating leads for individual Financial Professionals.

What You’ll Do

• Build, expand, and maintain a comprehensive Financial Institution database in Salesforce, initially focused on Credit Unions.
• Research Credit Unions, Banks, and their investment programs to identify prospective opportunities, key decision-makers, and relevant organizational information.
• Conduct targeted outreach to Financial Institution executives, investment program managers, and Centers of Influence.
• Utilize compliance-approved AI and digital tools to support prospect research, lead generation, institutional market analysis, and recruiting initiatives, helping to identify opportunities, streamline workflows, and drive more informed business development efforts.
• Develop relationships with institutional contacts to gather information, assess potential business opportunities, and increase awareness of Cetera’s Financial Institution capabilities.
• Generate qualified Credit Union and Bank investment-program leads for External Financial Institution New Business Development Officers and Senior Recruiters.
• Partner closely with External Financial Institution New Business Development Officers and Senior Recruiters to understand territory priorities, ideal prospect profiles, and lead-generation goals.
• Schedule introductory meetings between qualified Financial Institution prospects and external business development partners.
• Accurately document outreach activity, contact information, institutional details, and lead status in Salesforce.
• Maintain organized and current records to support effective pipeline management, follow-up activity, and reporting.
• Support targeted outreach campaigns within assigned territories or market segments.
• Track Financial Institution prospects through the business development pipeline using Salesforce and Microsoft Excel.
• Collaborate with internal partners to refine outreach strategies, messaging, and sales enablement materials for Credit Union and Bank audiences.
• Share market intelligence and prospect feedback with external business development partners to help identify trends and potential opportunities.
• Communicate Cetera’s value proposition clearly and professionally to Financial Institution decision-makers and other key stakeholders.

What You Need To Have

• Effective written and verbal communication skills.
• Strong relationship-building and professional outreach capabilities.
• Experience conducting outbound prospecting, business development, or lead-generation activities.
• Strong working knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Salesforce.
• Understanding sales techniques, pipeline development, and prospect qualification.
• Demonstrated ability to research organizations and identify relevant decision-makers.
• Strong organizational, planning, and prioritization skills.
• Ability to maintain accurate and detailed records within a CRM system.
• Ability to work collaboratively with external business development partners and cross-functional teams.

What’s Nice To Have

• Bachelor’s degree in Business, Marketing, Finance, Economics, or a related field, or equivalent professional experience.
• 3+ years of related experience within the financial services industry.
• 3+ years of experience in a sales, business development, recruiting, or lead-generation environment.
• Experience working with Credit Unions, Banks, Financial Institutions, or institutional investment programs.
• Familiarity with Financial Institution executives, investment program managers, and Centers of Influence.
• Experience building or maintaining prospect databases in Salesforce.

Compensation

The base annual salary range for this role is $55,000, plus a competitive performance-based bonus and a generous incentive compensation package.

About Us

ABOUT US

What We Give You In Return

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note

this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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