**Job Summary** Under general direction with a high level of autonomy, use extensive knowledge and skills obtained through education, and sales or recruiting success to develop relationships with advisor and/or financial planning professionals/organizations for the purpose of recruiting advisors and their teams to Raymond James RIA & Custody Solutions. Extensive networking with internal and external stakeholders is required to establish and maintain relationships that lead to recruiting new advisors. Acts in a professional sales and marketing capacity to help meet firm goals. This role will cover the geographical locations of: North east = CT MA ME NH NJ NY PA RI VT **Essential Duties and Responsibilities** + Creates business development and sales strategies, generates leads, and maintains and expands referral sources. + Sources, solicits and develops new prospects by responding to incoming calls and inquiries, sending out materials and visiting prospects to meet specific recruiting goals. + Establishes relationships with prospective advisors, provides consultation and education regarding platform and transition opportunities. + Establishes and maintains a prospect database. + Gathers information and data on prospects to qualify prospects, review for platform fit, and accelerate sales activities. + Evaluates interested prospects to ensure philosophical alignment and motivation. + Manages the creation of proformas for prospects. + Oversees visits to home office by prospects to address issues, interests and concerns. + Assists advisors during transition to the firm. + May manage the process of advisor succession planning and counsel advisors on the establishment of a successful succession plan. + May coach and mentor others. + Performs other duties and responsibilities as assigned. **Knowledge of** + Advanced concepts, practices and procedures of business development in a financial services environment. + Investment concepts, practices and procedures used in the securities industry. + Principles of finance and securities industry operations. + Financial markets and products. + Financial analysis of businesses and FA practices, business valuation methods and modeling may be required. + Securities rules and regulations in order to conduct proper due diligence analysis of independent practices may be required. **Skill in** + Sourcing and developing prospects. + Developing business development and/or practice acquisitions strategies. + Maintaining and expanding referral sources. + Gathering, compiling, and analyzing information and data. + Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. + Facilitating transition/acquisition processes. + Establishing and maintaining databases. + Preparing and delivering clear, effective, and professional presentations. + Effective questioning and listening techniques. + Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, spreadsheets, and databases. **Ability to** + Participate in professional organizations and activities to expand network of business contacts. + Maintain fluency in investment advisor and/or financial planner services and products. + Partner with other functional areas to accomplish objectives. + Incorporate needs, wants and goals from different prospects/target audiences into marketing and sales strategies. + Gather information, identify linkages and trends and apply findings to operations. + Research, interpret, analyze and apply information about prospects. + Establish and communicate clear directions and priorities. + Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, in an area with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives. + Incite enthusiasm and influence, motivate and persuade others to meet or exceed sales objectives. + Plan, assign, monitor, review, evaluate and lead the work of others; coach and mentor others. + Work independently as well as collaboratively within a team environment. **Education/Previous Experience** + Bachelor’s Degree from four year college or university with a minimum of five (5) years experience in Business Development or Sales, with experience with recruiting financial advisors in a financial services environment. **Licenses/Certifications** + SIE required provided that an exemption or grandfathering cannot be applied. + Series 7