Associate Director, Business Development, BridgePort

BridgePort Financial Solutions; Phoenix (AZ); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Paid holidays and floating holidays

Medical, dental, and vision coverage

Disability insurance

Life insurance

Volunteer time off

Wellness incentives

Job summary

BridgePort Financial Solutions is seeking an Associate Director of Business Development to support the company’s acquisition growth strategy in the Fee Only RIA market. The role reports to the SVP of Business Development and focuses on sourcing, screening, and managing M&A opportunities while guiding the integration of acquired RIAs.

The ideal candidate is relationship-driven and highly organized with knowledge of financial services and strategic growth.

Qualifications

• 5+ years of experience in Mergers & Acquisitions, corporate development, recruiting, or business strategy within wealth management channels.
• Proven ability to identify and develop acquisition leads and manage integration workstreams.
• Strong relationship development with decision-makers and industry professionals.

Responsibilities

• Identify and develop potential acquisition leads in the Fee Only RIA marketplace through outreach and networking.
• Evaluate RIAs via screening and due diligence to assess alignment with BridgePort’s goals.
• Build and maintain relationships with key decision-makers to support growth opportunities.
• Represent BridgePort at industry events to promote visibility and develop acquisition pipelines.
• Lead onboarding and integration efforts to ensure smooth transitions for acquired RIAs.
• Maintain CRM records with notes, leads, and follow-ups; prepare leadership reports.

Skills

M&A experience

Relationship management

Strategic growth

Industry networking

Due diligence

Education

Bachelor's degree in finance/business

Tools

CRM

Job description

Job Summary

The Associate Director of Business Development plays a key role in supporting and executing Bridgeport’s acquisition growth strategy within the the Fee Only RIA marketplace . Reporting to the SVP of Business Development (BridgePort), this individual is responsible for supporting the sourcing, screening, and managing M&A opportunities while helping lead the seamless integration of acquired RIAs. The ideal candidate is a relationship‑driven, highly organized professional with a deep understanding of the financial services landscape and a passion for strategic growth.

Job Summary

The Associate Director of Business Development plays a key role in supporting and executing Bridgeport’s acquisition growth strategy within the the Fee Only RIA marketplace . Reporting to the SVP of Business Development (BridgePort), this individual is responsible for supporting the sourcing, screening, and managing M&A opportunities while helping lead the seamless integration of acquired RIAs. The ideal candidate is a relationship‑driven, highly organized professional with a deep understanding of the financial services landscape and a passion for strategic growth.

Key Deliverables And Responsibilities

• Identify and develop potential acquisition leads in the Fee Only RIA and marketplace through proactive outreach, referrals, and industry networking
• Evaluate prospective RIAs by conducting professional screening and initial due diligence to assess alignment with BridgePort’s strategic goals
• Build and maintain strong relationships with key decision‑makers, industry influencers, and financial professionals to support long‑term growth opportunities
• Represent Bridgeport at industry conferences and events to promote brand visibility and develop acquisition pipelines
• Host Home Office Visits for acquisition prospects to provide an exceptional, informative and relationship experience
• Drive enterprise alignment with internal functions and acquired RIAs to support a smooth, coordinated integration and an effective onboarding strategy
• Serve as a liaison between acquisitions, conversion teams, and key departments to ensure alignment and timely resolution of integration needs
• Support the daily execution of the BridgePort business development strategy and contribute to plans that drive growth, revenue, and market expansion
• Monitor and share industry trends, competitive activity, and relevant market intel with internal stakeholders
• Maintain accurate acquisition records in CRM, including notes, documentation, lead tracking, and follow‑up actions
• Prepare reports and updates for leadership related to pipeline status, integration milestones, and strategic insights

What We Are Looking For

The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with Mergers & Acquisitions (M&A), corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channels.

Salary Range

$70,000 - $90,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why BridgePort Financial Solutions?

Our comprehensive benefits package is designed to support your health, well-being, and work‑life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long‑term disability, and company‑paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

Company Overview

At BridgePort, our purpose is to bridge the gap between today’s needs and tomorrow’s goals by helping financial advisors and clients move forward with clarity and care. As a growing fee‑only registered investment adviser (RIA), we empower advisors to grow, protect, and leave a legacy on their terms through flexible partnership models, integrated technology, and personalized support. Our collaborative approach allows advisors to focus on what matters most: building lasting client relationships while we help simplify the complexities of running a successful business.

Guided by our core values of integrity, commitment, kindness, and excellence, we believe success is built through strong partnerships, thoughtful collaboration, and a shared commitment to exceptional service. Whether supporting advisors through growth, succession, acquisitions, or day‑to‑day operations, BridgePort provides the resources, expertise, and flexibility to help businesses thrive while preserving the independence and client‑first approach that define them.

For further information about BridgePort, please visit https://www.bridgeport.financial/.

Work Environments

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs and must be willing to work this schedule.

Recruiting Agencies

This position is being managed directly by BridgePort’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.