Professional Advisors Sales Jobs

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1mo ago

Business Development Manager

MarketShare Financial Carmel, IN

Carmel, IN

1mo ago Closed

$80k+/yr Full time Manager Marketing Account Management

This position is no longer accepting applications (closed Jul 27, 2026).

Job Description

MarketShare Financial offers a growth oriented, collaborative culture with hybrid work options in Carmel, Indiana. This full-time Business Development Manager role features a starting salary of USD 80,000 per year, a robust benefits package, and meaningful opportunities to shape advisor recruitment, strategic partnerships, onboarding, and ongoing relationship management. The position requires a Bachelor’s degree and at least five years of experience in related fields, with a focus on expanding the firm’s advisor network and operations.

Benefits

401(k)
Dental insurance
Disability insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Prescription drug insurance
Professional development assistance
Retirement plan
Vision insurance

Responsibilities

Implement integrated business development plans aligned with growth targets
Identify and engage new markets, advisor segments, acquisition opportunities, and strategic partnerships
Partner with senior leadership to set growth goals, forecast revenue, and drive BD initiatives
Contribute to strategy discussions and stay accountable to BD objectives
Spot opportunities to broaden services and deepen advisor engagement
Represent the firm at conferences, industry events, networking functions, and community activities
Support recruiting efforts to attract experienced financial advisors and advisory teams
Nurture relationships with prospective advisors through networking, referrals, associations, and recruiting channels
Oversee the advisor recruitment lifecycle from sourcing and interviewing to due diligence, evaluation, and offer coordination
Articulate the firm’s value proposition, culture, service model, and growth opportunities to prospective advisors
Coordinate transition plans for advisors and ensure smooth onboarding experiences
Cultivate and sustain relationships with broker-dealers, custodians, recruiters, and industry partners
Monitor recruiting metrics and report updates to leadership
Coordinate end-to-end onboarding for new advisors and supported staff
Facilitate licensing, registration, contracting, appointments, and operational setup
Act as the primary coordinator among advisors, broker-dealers, custodians, insurance carriers, and internal teams during transitions
Create onboarding plans, timelines, and checklists to ensure efficient implementation
Coordinate technology setup, account access, training, and operational integrations
Lead onboarding orientation sessions and provide ongoing transition support
Track onboarding progress and verify regulatory and operational requirements prior to business activity
Maintain up-to-date knowledge of securities licensing, registration, and insurance contracting requirements
Assist advisors with licensing and registration processes, coordinating with broker-dealer registration teams
Support contracting and appointment processes with insurance and annuity carriers
Monitor licensing, appointment, and registration statuses during transitions
Coordinate hierarchy changes, carrier appointments, and advisor affiliation updates
Assist with regulatory requirements related to onboarding and expansion initiatives
Collaborate with marketing to support advisor recruiting and business development efforts
Help develop recruiting materials, presentations, and promotional campaigns
Support visibility through speaking engagements, sponsorships, and community involvement
Ensure consistent communications about culture, capabilities, and value proposition
Build and maintain strong relationships with advisors, prospective advisors, strategic partners, and internal stakeholders
Support advisors in business development opportunities and prospect engagement activities
Monitor advisor satisfaction and identify opportunities to improve the experience
Serve as a trusted resource throughout recruitment, onboarding, and ongoing affiliation
Facilitate communication between advisors and internal departments to ensure high service levels
Use CRM and BD systems to manage recruiting pipelines, advisor prospects, and partnerships
Track KPIs related to recruiting, onboarding, and business development
Produce reports for leadership on pipeline activity, conversion rates, transitions, and growth initiatives
Develop and maintain BD procedures, workflows, and documentation
Identify opportunities to improve recruiting, onboarding, and advisor support processes
Support special projects and strategic initiatives as assigned

Requirements

Bachelor’s degree in Business, Finance, Marketing, or a related field (preferred)
5–8 years of experience in business development, advisor recruiting, financial services operations, or relationship management
Strong understanding of the independent financial advisor marketplace
Experience working with financial advisors, broker-dealers, RIAs, insurance agencies, or OSJ organizations
Excellent networking, relationship-building, and communication skills
Strong organizational, project management, and problem-solving abilities
Ability to manage multiple projects and priorities simultaneously
Proficiency with CRM systems, Microsoft Office Suite, and business reporting tools

Technologies

CRM systems
Microsoft Office Suite

Work environment

Hybrid or in-office arrangement with occasional travel for advisor recruiting, conferences, partner meetings, and industry events.

Reports to: Chief Operating Officer

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