Fully Remote

 Overview

Dynamic, rapidly growing independent RIA with over 12B in AUM is seeking a Senior Wealth Manager and a Vice President of Strategic Partnerships to service a book of high-net-worth clients in addition to serving as the primary contact for the firm for M&A opportunities and advisor partnerships.

 Role Overview

• Mergers & Acquisitions (M&A): Serve as a primary contact for M&A opportunities, managing outreach and relationship-building with prospective sellers. Work directly with a firm partner together to clearly articulate the value proposition and partnership model.
• Advisor Team Recruitment: Cultivate relationships with advisor teams and external recruiters, acting as a trusted point of contact to introduce the firm’s culture, platform, and support model.
• Industry Presence: Represent the firm at conferences, forums, and industry events, leveraging networks of custodians, consultants, and centers of influence to expand visibility and sourcing opportunities.

Firm Highlights

• Fast-growing, independently owned, fee-based RIA with an advisor-centric, fully remote culture.
• Full-service W-2 support model providing comprehensive operational, compliance, and administrative support.
• Strong investment capabilities with PhDs and dozens of CFAs delivering daily and weekly market commentary, enhancing client connectivity and business referrals.
• Extremely competitive payouts: 50%+ on portable AUM plus meaningful finder’s fees for closed M&A transactions.

Requirements

• A portable book of high-net-worth clientele.