Job Summary

The Regional Vice President (RVP), Business Development plays a critical role in driving the firm’s growth strategy by leading the recruitment of high-quality financial professionals. This role is responsible for generating and cultivating recruiting leads, managing relationships throughout the recruitment lifecycle, and partnering closely with internal stakeholders to deliver a seamless transition and onboarding experience. The ideal candidate is a relationship-driven business developer with deep industry knowledge, strong leadership capabilities, and a proven ability to influence and grow revenue through recruiting.

Key Deliverables and Responsibilities

• Advanced knowledge of developing recruiting leads through proactive outgoing solicitations, and review potential match with the firm through professional screening of recruiting opportunities

• Develop and evaluate transition packages for Business Development Leadership review

• Participate as needed in firm’s conferences and effectively interface with financial professionals for the purpose of maintaining and enhancing relationships for future contacts

• Mentor and train Regional Directors and Associate Directors in all aspects of the recruiting process

• Host financial professionals for whom the individual is the primary recruiter to and from the airport and attend Home Office Visits to provide world class customer service to prospective financial professionals

• Collaborate and build relationships with internal teams and departments, including but not limited to, serving on committees or taskforces

• Partner with enterprises and branch builders to support their recruiting efforts

• Maintain recruits’ activities in CRM including leads, notes, and documentation for all verbal and in-person meetings

• Daily execution of the business development strategy, plan and process to drive sales, increase revenue, expand markets, and accomplish financial objectives

What We Are Looking For

The ideal candidate brings proven experience (10+ years) in business development, recruiting, or advisor acquisition within the financial services industry, with the ability to build credibility and strong relationships with experienced, high-producing financial professionals. They possess a consultative, strategic mindset and are skilled in evaluating advisor business models, assessing cultural and financial fit, and structuring competitive transition offers. This role requires experience mentoring or influencing recruiting professionals, strong proficiency with CRM systems and data-driven practices, and the ability to collaborate effectively across departments.

Certifications:

• Financial Industry Regulatory Authority (FINRA) Series 7 licenses is required within 12 months of hire.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here. 

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.

Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/

Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

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