Business Development Rep

• oversee and accelerate acquisition growth strategy within the Fee Only Registered Investment Advisor (RIA) marketplace
• identify, evaluate, and execute acquisition and partnership opportunities
• lead the M&A lifecycle—from sourcing and financial modeling through due diligence and negotiation
• manage a high-quality pipeline of fee-only RIA opportunities
• partner with internal and external stakeholders to drive efficient, compliant deal execution
• oversee financial models, valuation analyses, and performance assessments
• analyze market trends, competitive dynamics, and advisor business models
• drive enterprise alignment with internal functions and acquired RIAs for smooth integration

Senior Vice President, Business Development

• support and execute Bridgeport’s acquisition growth strategy
• identify and develop potential acquisition leads
• evaluate prospective RIAs
• build and maintain strong relationships with key decision-makers
• represent Bridgeport at industry conferences
• drive enterprise alignment
• monitor and share industry trends

Associate Director, Business Development

Administrative Assistant

• Schedule impactful meetings with financial professionals to ensure efficient collaboration
• Communicate effectively through email, phone, and in-person interactions, building strong relationships along the way
• Manage multiple systems and stay on top of billed hours with precision and accuracy
• Collaborate with internal teams to identify and implement solutions that make a difference

Administrative Specialist

Analyst

• drive the successful delivery of technology initiatives in collaboration with product management and internal departments
• ensure alignment between strategic business goals and execution plans
• lead cross-functional teams to deliver digital and technology solutions
• act as a liaison between technology, product management, and other departments
• communicate progress, challenges, and successes to senior leadership and stakeholders
• develop and track key performance indicators to measure team performance

Analyst – Change Management

Product Designer

• Lead the design of complex, enterprise-scale products with a strong emphasis on design systems strategy, governance, and execution.
• Partner closely with Product Managers, Engineers, and stakeholders to shape cohesive, intuitive, and scalable user experiences across multiple products and platforms.
• Own, evolve, and champion adoption of the enterprise design system, including components, patterns, documentation, and governance.
• Design and deliver high-quality, scalable UI and UX solutions across web and mobile products, ensuring consistency, usability, and accessibility.
• Apply advanced UX design principles to AI-enabled features, automation, and data-driven workflows.
• Conduct user research, journey mapping, usability testing, and data-informed iteration.
• Prototype and iterate on concepts from early exploration through high-fidelity execution.

Senior Product Designer

Consultant

• proactively address registration and licensing issues through action planning and cross-departmental collaboration
• maintain strong, positive relationships with financial professionals
• deliver high-quality customer service by addressing concerns and resolving issues related to registration and licensing processes
• identify and lead process improvement initiatives

CIR

Senior Vice President, Business Development

Associate Director, Business Development

Administrative Specialist

Analyst – Change Management

Senior Product Designer

Registration and Licensing Consultant