Director, Business Development Marketing
Cambridge Investment Research, Phoenix, AZ, United States
Director, Business Development Marketing page is loaded## Director, Business Development Marketingremote type:
Hybridlocations:
Fairfield, IA:
Phoenix, AZtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
R-2025-63# **Job Summary**The Director, Business Development Marketing leads the strategy, planning, and execution of marketing initiatives that support the firm’s growth, recruiting, and financial professional acquisition efforts. Working closely with Business Development leadership, this role connects business development priorities with marketing strategy to deliver targeted messaging, campaigns, and experiences that strengthen the firm’s value proposition and drive engagement with prospective and existing financial professionals.
This position provides leadership and direction to the Business Development Marketing team, oversees marketing plans and budgets, and partners cross-functionally to ensure marketing initiatives effectively support recruiting, retention, and long-term growth objectives. The Director also evaluates marketing performance, identifies opportunities to improve processes and outcomes, and serves as a strategic advisor on messaging, positioning, and marketing effectiveness.
This position will include people-leader responsibilities, including coaching, performance management, and HR-related duties in alignment with company standards.# **Key Deliverables and Responsibilities*** Lead the development and execution of marketing strategies and campaigns that support recruiting, financial professional acquisition, and firm growth initiatives.* Partner with Business Development leadership, recruiters, and cross-functional teams to translate growth priorities into effective marketing programs, messaging, and tools.* Develop and manage annual marketing plans and budgets aligned with business development objectives and firm growth strategies.* Provide leadership and direction to the Business Development Marketing team, setting priorities, managing workflow, and supporting associate development through coaching and feedback.* Measure, analyze, and report key performance indicators (KPIs) to evaluate campaign effectiveness and identify opportunities for optimization and improvement.* Lead strategic initiatives to enhance marketing effectiveness, processes, service standards, and overall support for business development efforts.* Oversee the planning and marketing support for recruiting and business development events, including Cambridge-sponsored events and growth-focused initiatives.* Serve as a subject matter expert and strategic advisor on business development marketing, collaborating with internal stakeholders and external partners to advance firm growth objectives.# **What We Are Looking For**The ideal candidate is a strategic and collaborative marketing leader who can translate business development priorities into impactful marketing strategies that support recruiting, growth, and financial professional engagement. This individual brings strong leadership, analytical thinking, and communication skills, along with the ability to partner across teams, drive marketing effectiveness, and lead initiatives that strengthen the firm’s value proposition and growth objectives.**Certifications:*** Financial Industry Regulatory Authority (FINRA) Series 99 is required within12 months.**Salary Range:** $100,000 - $130,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. 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 **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**Work Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.**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.#LI-MM2#LI-HYBRID #J-18808-Ljbffr
Hybridlocations:
Fairfield, IA:
Phoenix, AZtime type:
Full timeposted on:
Posted 2 Days Agojob requisition id:
R-2025-63# **Job Summary**The Director, Business Development Marketing leads the strategy, planning, and execution of marketing initiatives that support the firm’s growth, recruiting, and financial professional acquisition efforts. Working closely with Business Development leadership, this role connects business development priorities with marketing strategy to deliver targeted messaging, campaigns, and experiences that strengthen the firm’s value proposition and drive engagement with prospective and existing financial professionals.
This position provides leadership and direction to the Business Development Marketing team, oversees marketing plans and budgets, and partners cross-functionally to ensure marketing initiatives effectively support recruiting, retention, and long-term growth objectives. The Director also evaluates marketing performance, identifies opportunities to improve processes and outcomes, and serves as a strategic advisor on messaging, positioning, and marketing effectiveness.
This position will include people-leader responsibilities, including coaching, performance management, and HR-related duties in alignment with company standards.# **Key Deliverables and Responsibilities*** Lead the development and execution of marketing strategies and campaigns that support recruiting, financial professional acquisition, and firm growth initiatives.* Partner with Business Development leadership, recruiters, and cross-functional teams to translate growth priorities into effective marketing programs, messaging, and tools.* Develop and manage annual marketing plans and budgets aligned with business development objectives and firm growth strategies.* Provide leadership and direction to the Business Development Marketing team, setting priorities, managing workflow, and supporting associate development through coaching and feedback.* Measure, analyze, and report key performance indicators (KPIs) to evaluate campaign effectiveness and identify opportunities for optimization and improvement.* Lead strategic initiatives to enhance marketing effectiveness, processes, service standards, and overall support for business development efforts.* Oversee the planning and marketing support for recruiting and business development events, including Cambridge-sponsored events and growth-focused initiatives.* Serve as a subject matter expert and strategic advisor on business development marketing, collaborating with internal stakeholders and external partners to advance firm growth objectives.# **What We Are Looking For**The ideal candidate is a strategic and collaborative marketing leader who can translate business development priorities into impactful marketing strategies that support recruiting, growth, and financial professional engagement. This individual brings strong leadership, analytical thinking, and communication skills, along with the ability to partner across teams, drive marketing effectiveness, and lead initiatives that strengthen the firm’s value proposition and growth objectives.**Certifications:*** Financial Industry Regulatory Authority (FINRA) Series 99 is required within12 months.**Salary Range:** $100,000 - $130,000. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location. 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 **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**Work Environments**: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.**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.#LI-MM2#LI-HYBRID #J-18808-Ljbffr