West Coast, CA, OR, WA, NV, ID, MT, UT, AZ, United States
10B+ Independent Wealth Management Firm
Dynamic 10B+ Independent Wealth Management Firm seeks a Western Regional Market Leader to manage the custodial referral channel throughout the entire Region while leading the sourcing and closing of business development through the custodial referral network. No cap on upside. Long term payouts in perpetuity. Equity opportunity of an RIA heading towards 500% growth in the next 5 years.
Fast growing firm, growing consistently at a rate of 30% year over year.
Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
Collegial culture with extensive operational, investment, financial planning and relationship management support Requirements
Track record of sales success in a custodial referral network channel
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.