Senior Business Development Manager, Tax Channel at Avantax Planning Partners

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

0.0

Posted On

19 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Program Ownership, Partnership Development, Business Development, Advisor Recruiting, Financial Services, Relationship Building, Communication, Facilitation, Stakeholder Alignment, Strategic Mindset, Process Scaling, Pipeline Forecasting, Salesforce Management, Revenue Sharing, Client Servicing, Onboarding

Industry

Financial Services

Description

The Senior Business Development Manager, Tax Channel serves as the Tax & Wealth Partners Program owner responsible for recruiting, activating, and managing strategic advisor partnerships within the Tax Channel. This role builds and scales a structured advisor‑to‑advisor partnership model by connecting Planning Advisors with Referral Advisors through both internal and external sourcing efforts. This role oversees the full partnership lifecycle from initial alignment through activation and ongoing optimization, working with internal stakeholders to ensure consistent execution and a strong advisor experience. What you will do: * Own the Tax & Wealth Partners Program strategy, execution, and ongoing optimization. * Recruit and activate strategic advisor partnerships by facilitating effective advisor‑to‑advisor matches through internal and external sourcing channels. * Own partnership discussions from initial outreach through signed affiliation and handoff to the internal onboarding team. * Consult Financial Professionals on how and when to engage potential tax professionals and coach advisors on leveraging the Tax Intelligent Analyzer and approved marketing resources. * Serve as the central point of coordination for advisor relationships, working with internal stakeholders to support onboarding, activation, and ongoing partnership success. * Facilitate advisor alignment by ensuring clarity around revenue splits, expectations, and long‑term partnership goals. * Monitor partnership health and performance indicators, proactively addressing issues impacting activation, productivity, or sustainability. * Maintain accurate pipeline forecasting, activity tracking, and reporting within Salesforce, and analyze program‑level trends to inform leadership decisions. * Educate internal teams on program objectives, referral processes, and Salesforce lead management. * Prepare program updates, insights, and executive‑level materials related to partnership outcomes and strategic initiatives. * Represent the program in advisor meetings, recruiting discussions, industry events, and internal forums. What you will need to have: * Bachelor’s degree in Finance, Business, or a related field (or equivalent experience). * Minimum of 7+ years of experience in financial services, advisor recruiting, business development, or program management. * Strong experience in program ownership, partnership development, or business development within financial services. * Deep understanding of advisor business models, including revenue sharing, referral structures, and client servicing roles. * Proven skill in aligning multiple stakeholders around shared outcomes. * Strategic mindset with the ability to translate vision into scalable processes. * Excellent relationship‑building, communication, and facilitation skills. * Experience working directly with financial advisors, wealth management programs, or advisor partnerships strongly preferred. Travel Requirements: Up to 50% Compensation: The base annual salary range for this role is $110,000 plus a competitive incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Remote About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: * Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. * Easy access to mental health benefits to meet our team members and their families where they are. * 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. * 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. * Paid parental leave to support all team members with birth, adoption, and foster. * Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. * Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group [https://cetera.com/]® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology. "Cetera Financial Group [https://www.cetera.com/about-us]" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC [https://www.ceteraadvisornetworks.com/welcome], Cetera Wealth Services LLC [https://www.ceteraadvisornetworks.com/welcome] (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, [https://www.cetera.com/firms/cetera-financial-institutions] or Cetera Investors [https://www.cetera.com/firms/cetera-financial-specialists]. All firms are members FINRA/SIPC. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy [https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further details on what information we collect and the purposes for collection.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

This role owns the Tax & Wealth Partners Program strategy, execution, and optimization, focusing on recruiting and activating strategic advisor partnerships within the Tax Channel. Responsibilities include managing the full partnership lifecycle, coaching financial professionals, and ensuring consistent execution through internal stakeholder collaboration.