Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a network of independent financial firms providing financial advice, wealth management, and investment-program services to individuals, families, companies, banks, and credit unions. The Internal Business Development Consultant will build and maintain a Financial Institution database in Salesforce, conduct targeted outreach, research prospective opportunities, and generate qualified leads for external business development partners and senior recruiters.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- Performance-based bonus
- Generous incentive compensation package
- Inclusive health, dental, vision, and life insurance plans
- Mental health benefits for employees and their families
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) savings plan with a generous company contribution (up to 5%)
- Access to a financial professional to help employees plan for their financial future
- Paid parental leave for birth, adoption, and fostering
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock identity theft protection
- Pet insurance
- Paid caregiver leave when caring for an ill or recovering family member
- Remote work
Company Overview