**Essential Duties and Responsibilities** • Collaborate and communicate with external recruiters and PCG divisions for cross-referral opportunities of FID clients. • Manage and communicate the FID opportunity pipeline with internal, external and PCG recruiting resources. • Coordinates Drip Campaigns. • Sources, solicits and develops new affiliations by responding to incoming calls and inquiries, sending out materials and may visit prospects to meet specific recruiting goals. • Maintain FID recruiting checklist and resources. • Assists with the creation of business development strategies, and with maintaining and expanding referral sources including the coordination of target marketing campaigns. • Maintains a prospect database; generates reports as needed. • Establishes relationships with prospective advisors, provides consultation and education regarding financial institutions division opportunities. • Proactively calls existing prospects to educate them on RJFS products and services. • Responds to incoming calls and inquiries including research, follow-up, sending out materials and obtaining background information. • Gathers information and data on prospects to be used in the sales process. • Participates in conference calls with prospects. • Visit with prospective advisors to address issues, interests and concerns. • May participate in visits to with divisional teams to discuss recruiting opportunities with investment program management. • May participate in visits to home office by prospects to address issues, interests and concerns. • Coordinates with other functional areas to ensure a professional recruiting process. • Assists division management with the creation of proformas for prospects. • Serve as backup to Division Director and Assistant Division Director in recruiting activities. **Knowledge, Skills, and Abilities** **Knowledge of** • Basic concepts, practices and procedures of business development in a financial services environment. • Investment concepts, practices and procedures used in the securities industry. • Investment advisor and/or financial planner services and products. • Account types, the transfer process, and industry operations in general. **Skill in** • Responding to inquiries and turning them into sales opportunities. • Sourcing and developing sales prospects. • Establishing and maintaining databases. • Initiating sales calls and responding to inquiries and turning them into sales and/or practice acquisition opportunities. • Maintaining and expanding referral sources. • 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. • Provide a high level of customer service to reach sales objectives. • 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 assignments. • Research, interpret, analyze and apply information about prospects. • Organize, prioritize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels to accomplish objectives. • Work independently as well as collaboratively within a team environment. • Maintain currency in investment advisor and financial planner services and products. **Educational/Previous Experience Requirements** **Education/Previous Experience** • Bachelor’s Degree from a four year college or university with three (3) to five (5) years of experience in marketing or sales in a financial planning, investment management or other financial services environment. • OR ~ • An equivalent combination of experience, education, and/or training approved by Human Resources. **Licenses/Certifications** • SIE required provided that an exemption or grandfathering cannot be applied. • Series 7 (& 63 where required), or willingness to obtain within agreed upon timeframe.