Remote Job
Regional Recruiter / Business Development
Atria Wealth Solutions- 70,000 - 125,000 USD per Year
- Full Time
- Posted : 10 months ago
Atria Wealth Solutions, Inc. (Atria) is a wealth management solution holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions, and their clients. Headquartered in New York City, Atria’s broker-dealer and investment adviser subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.
- Houston, TX: 11740 Katy Freeway, Energy Tower III Ste 600, 77079
- San Diego, CA: 10150 Meanley Drive, San Diego 92131
- Syracuse, NY: 100 Madison Street, 13202
- Remote – USA for the right candidate
- Actively network, recruit, secure and place new financial advisors/brokers to one of the nation’s most prestigious independent broker/dealers.
- Responsible for managing the full recruitment cycle starting from lead generation, management to close including monitoring leads and utilizing various lead lists to reach out to prospective representatives.
- Initiate extensive phone communication with members of the broker/dealer community to make connections and foster relationships to build new business leads.
- Travel both locally and regionally to meet with prospective registered representatives, conduct informational meetings, and represent the firm at conferences, trade shows or networking events.
- Evaluate and determine qualification status of contacts based on production and integrity criteria established by the firm.
- Develop a strong understanding of the advisor’s business model and needs, and effectively sell the independent broker/dealer through a consultative process.
- Establish recruiting goals, design, and implementation of a recruitment plan, which capitalizes on the existing strengths of the organization, maximizes market opportunities, minimizes threats to success and creates scenarios for competitive advantages.
- Ensures the identification of prospective advisers with good reward/risk rations for profitability to minimize risk to enterprise and its groups.
- Build and develop relationships with sales leaders and key stake holders across the enterprise to deliver on recruitment objectives.
- Cultivate relationship and networking connections with third party financial services recruiting firms.
- Assist in the creation, development, and deployment of recruiting campaigns.
- Provide business trends analysis and identify potential opportunities for change in current processes and procedures.
- Document and track all leads, status, and production, including meaningful conversations in Salesforce.
- Compile detailed status updates for reporting internally and to management.
- Work with transition team to assist in on-boarding efforts of new representatives.
- Present necessary application forms and collect backup documentation to substantiate business production levels of prospective representatives.
- Strong knowledge of broker/dealer services and established contacts with registered representatives.
- Must possess clear, articulate communication skills; polished, professional phone and in-person demeanor; and strong relationship-building skills.
- Candidate must be self-motivated, positive, and energetic.
- Approximately 30% of travel is required, depending on candidate’s current residence.
- Prior Recruiting experience in the broker/dealer community is a must.
- Medical & Prescription Drug Insurance
- Health Advocacy
- Telehealth
- Dental Insurance
- Vision Insurance
- Health Savings Account
- Flexible Spending Accounts
- Short-Term Disability Insurance
- Long-Term Disability Insurance
- Life Insurance
- Paid time off, Paid Holiday, Paid Birthday
- Critical Illness, Accident & Hospital Indemnity Coverage
- Identity Theft
- Employee Assistance Program
- Pet Insurance
- Legal Plans
- Virtual Therapy
- Virtual Mental WellCare
- Long-Term Care
- Retirement 401(k) Savings Plan with matching
Skills
- Lead Generation
- Recruiting
- Relationship building
- Automotive Sales
- New Business Development
