Operations

• work under the direction of the Managing Director to prepare financial plans
• coordinate the workflow through the creation and maintenance of systems
• assist in the daily function and activities with financial professional offices
• serve as a knowledge leader using financial planning expertise
• continually keep up with financial planning trends and identify relevant opportunities
• manage the documentation of processes and procedures
• professionally interact with financial professionals and their staff
• assist with the promotion of Spire Outsourcing’s services
• build and maintain relationships with CFP Board registered degree programs

Operations Liaison

Vice President

• lead the end-to-end coordination and completion of M&A transactions
• ensure seamless alignment between strategy, diligence, deal execution, and integration planning
• partner closely with executive and senior leadership, business development, finance, legal, HR, IT, and business unit stakeholders
• own end to end execution, setting and driving timelines, milestones, and decision gates from diligence through pre- and post-closing of transactions
• identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle
• establish and maintain M&A playbooks, tools, and governance frameworks
• serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade-offs, and decisions required.

VP, Strategic Acquisitions

Client Services Representative

• Support financial advisors and their clients with exceptional service and operational excellence
• Provide courteous and professional support through phone, email, and occasional in-person interactions
• Review workflows and paperwork for accuracy and completeness
• Prepare professional correspondence and documents to support advisors and clients

Client Services Consultant

Consultant

• deliver engaging training sessions to new and existing financial professionals and home office associates on the WealthPort trading system
• gather and evaluate participant feedback to continuously improve training effectiveness and user experience
• assist in the organization, planning, development, and execution of training programs, materials, software resources, and learning modules
• present live onsite trainings, virtual sessions, and system overviews for financial professionals and internal teams
• troubleshoot trade-related issues and partner with internal teams to resolve questions in a timely and professional manner

Training and Experience Consultant

Events

• Organize and manage all aspects of conferences and events, ensuring alignment with leadership objectives and brand standards.
• Lead event logistics including budgeting, venue booking, food and beverage arrangements, audiovisual equipment, décor, and conference materials.
• Coordinate travel arrangements for attendees and staff.
• Ensure consistent messaging and branding across all event-related communications.
• Consult and negotiate with vendors on event-related matters to ensure quality and cost-effectiveness.
• Maintain strong relationships with external partners and internal stakeholders.

Corporate Events Planner

Manager

• manage the day-to-day activities of team or teams within a department
• administer performance reviews and progressive discipline
• ensure adequate initial and ongoing training
• drive overall team effectiveness by monitoring morale and work quality
• implement team enhancements to improve service
• provide input to management for the budgetary process
• resolve escalated issues and perform regular departmental duties
• maintain accurate records and document actions for areas managed

Manager, Service Experience

Product Manager

• Own product outcomes: Define and manage OKRs/KPIs, maintain a product scorecard, and make evidence‑based trade‑offs to achieve outcomes (not just ship features)
• Set product strategy & roadmap: Create and communicate a clear product vision, strategy, and roadmap aligned to enterprise priorities
• Lead discovery: Validate problems, segment users, define value hypotheses, and incorporate research, analytics, and stakeholder input
• Prioritize enterprise demand: Manage intake and prioritization using transparent criteria (value, risk, effort, dependencies, compliance)
• Translate strategy to execution: Define epics, outcomes, acceptance criteria, standards, and decision guardrails
• Partner cross‑functionally: Orchestrate delivery with engineering, platform, security, risk/compliance, governance, and operations teams
• Instrument & improve: Ensure products are observable (adoption, reliability, performance, quality, compliance, time‑to‑value) and continuously improved
• Mentor product talent: Coach and develop Product Managers and contribute to advancing product maturity across the organization

Senior Product Manager

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

CIR