Growth Leader for Wealth M&A Advisory (Remote)

Alaris Acquisitions, LLC; United States; Remote; USD 200.000 - 250.000; Vollzeit

Benefits dieser Stelle

100% opportunity-based model

Proprietary buyer intelligence

Small, direct team environment

Base compensation with performance pay

Zusammenfassung

Alaris Acquisitions, LLC, a sell-side M&A advisory, seeks a senior business development leader to source, pitch, and close advisory engagements with wealth-management firm owners. You will transition clients to deal and transition teams after signing, then rebuild your pipeline.

You will build relationships, lead discovery, and present the Lens platform to secure engagements across independent and hybrid RIAs, traveling for meetings and events as needed.

Qualifikationen

• 5+ years in regional/director or senior business development roles at independent broker-dealers
• Extensive network of independent and hybrid advisors and firm owners
• Track record of recruiting/growth in wealth-management space
• Fluency with revenue, margins and affiliation models in broker-dealer to RIA transitions

Aufgaben

• Build and manage a pipeline of firm owners considering succession, partnership, or sale
• Lead first meetings and discovery to understand goals and outcomes
• Present Alaris approach and Lens platform to win advisory engagements
• Develop referral relationships across IBD and RIA ecosystems
• Represent Alaris at conferences, study groups, and industry events
• Hand off signed clients with complete transition records
• Keep pipeline current in the CRM

Kenntnisse

Executive-level BD experience

Network of wealth-management advisors

Long-cycle sales proficiency

High-trust deal closing

Ausbildung

Bachelor's degree

CFP CFA CIMA designations a plus

Jobbeschreibung

Alaris Acquisitions, LLC, a sell-side M&A advisory, seeks a senior business development leader to source, pitch, and close advisory engagements with wealth-management firm owners. You will transition clients to deal and transition teams after signing, then rebuild your pipeline.

You will build relationships, lead discovery, and present the Lens platform to secure engagements across independent and hybrid RIAs, traveling for meetings and events as needed.