Director of Partnerships - RIA

Taurus Search; California; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Remote work

Autonomy

Impactful role

Job summary

Taurus Search is partnering with a rapidly growing WealthTech company serving RIAs and wealth management firms. This relationship-driven role covers the Western U.S., with autonomy to build your territory on a respected platform.

You will develop and grow advisor relationships, win new partnerships, and help advisors adopt innovative technology to improve client outcomes. Remote work with a strong, impactful role in WealthTech.

Qualifications

• Experience selling into, supporting, or partnering with RIAs or independent wealth management firms.
• Existing relationships within the advisor community.
• A consultative, relationship-first sales approach.
• Success managing a large territory independently.
• Experience within wealth management, advisor technology, custodians, TAMPs, investment platforms, or financial services.

Responsibilities

• Develop and grow relationships with RIAs and wealth management firms across the Western U.S.
• Win new advisory firm partnerships while expanding existing relationships.
• Help advisors adopt innovative technology and solutions that improve outcomes for their clients.
• Represent a respected brand within the advisor community.

Skills

RIA relationships

Consultative sales

Territory management

Advisor network

WealthTech familiarity

Job description

We're partnering with a rapidly growing WealthTech company that's changing the way RIAs and wealth management firms help their clients.

We're looking for someone who already speaks the language of financial advisors.

If you've spent your career building trusted relationships with RIAs, helping advisors grow their businesses, and navigating the wealth management ecosystem, we'd like to talk.

This is a relationship-driven role—not a high-volume transactional sales position. You'll own the Western U.S., work directly with sophisticated advisory firms, and have the autonomy to build your territory with the support of a highly respected platform.

What you'll be doing

• Develop and grow relationships with RIAs and wealth management firms across the Western U.S.
• Win new advisory firm partnerships while expanding existing relationships.
• Help advisors adopt innovative technology and solutions that improve outcomes for their clients.
• Represent a respected brand within the advisor community.

We're looking for someone who has

• Experience selling into, supporting, or partnering with RIAs or independent wealth management firms.
• Existing relationships within the advisor community.
• A consultative, relationship-first sales approach.
• Success managing a large territory independently.
• Experience within wealth management, advisor technology, custodians, TAMPs, investment platforms, or financial services.

Why this opportunity?

• Remote.
• Significant existing territory.
• High degree of autonomy.
• Market-leading platform with strong momentum.
• Competitive base salary plus bonus.
• Opportunity to make a genuine impact in one of the fastest-growing areas of WealthTech.

If your network is built around financial advisors—and you enjoy helping them grow their businesses,we'd love to hear from you.