Director, Advisor Growth & Development

Job Summary

Key Deliverables and Responsibilities

What You'll Do

• 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.

What We Are Looking For

• 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.
• Able 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.

Location: Milton, GA (hybrid attendance)

Why Cambridge?

• Competitive benefits and promotion of a work/life balance to encourage individual success.
• Premium benefit package including medical, vision, dental, life and long-term disability insurance.
• Vacation/sick time.
• 401K retirement plan with company matching program.
• Eleven paid holidays.

Cambridge Overview

Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.