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About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- advanced experience, generally 10+ years, in business development, M&A, and corporate development within the retail RIA or wealth management business channels
Benefits
Comp & perks- paid time off
- paid holidays and floating holidays
- medical, dental, and vision coverage
- short- and long-term disability
- company-paid life insurance
- volunteer time off
- wellness incentives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingvaluation analysisdue diligencenegotiationpipeline managementmarket analysiscompetitive analysisperformance assessmentacquisition strategypartnership evaluation
Soft Skills
leadershipstakeholder managementcommunicationstrategic thinkingcollaborationproblem-solvinganalytical thinkingorganizational skillsrelationship buildingalignment facilitation