Regional Growth Leader – Wealth Advisory Expansion

AlphaCore Wealth Advisory LLC; United States; À distance; USD 200 000 - 250 000; Plein temps

Résumé du poste

AlphaCore Wealth Advisory is seeking a Manager, Growth to expand our regional footprint across Dallas, Austin, Denver, San Diego, and San Francisco. You will own multi-channel originations—SAN referrals, COIs, and self-generated prospects—while guiding handoffs to senior advisors and driving a disciplined pipeline in Salesforce.

You will build relationships with referral partners, attend events, and deliver thought leadership to attract high-net-worth clients.

Qualifications

• 5+ years of experience in wealth management business development, custodian relationship management, external wholesaling, or a comparable asset-gathering role.
• Demonstrated success self-sourcing new business through networking, COI relationships, strategic partnerships, or direct prospecting, rather than relying solely on referral programs.
• Proven record of meeting or exceeding sales, revenue, or asset-gathering goals.
• Series 65, or Series 66 and 7 combination, or ability to obtain the required license within a defined period.
• Strong presentation, relationship-building, and consultative communication skills with institutional partners and individual prospects.
• Ability to operate independently across an unstructured, multi-channel territory and travel up to 50%.

Responsabilités

• Drive sustainable regional growth by developing a diversified pipeline of SAN-referred, COI-referred, and self-generated opportunities.
• Build durable referral relationships and increase AlphaCore’s visibility with Schwab contacts, professional partners, prospective clients, and local market influencers.
• Convert qualified opportunities into net new assets through timely follow-up, consultative engagement, effective advisor handoffs, and disciplined pipeline management.
• Provide market insight and performance reporting that improve territory strategy, source diversification, and the client acquisition process.
• Build and maintain a network of CPAs, estate and business or M&A attorneys, insurance professionals, business brokers, liquidity-event advisors, and other complementary partners.
• Develop a prioritized COI target list and structured outreach cadence, including professional associations, industry groups, and community organizations.
• Generate direct prospect opportunities through targeted outreach, networking, referrals, and market presence.
• Identify partnership opportunities, including corporate or executive benefit programs, that can produce qualified prospect flow.
• Develop and deliver seminars, workshops, webinars, panels, and other educational events for AlphaCore’s ideal client segments, including business owners, pre-retirees, and executives with concentrated stock.
• Build a credible regional thought-leadership presence through articles, LinkedIn content, local media, and speaking opportunities.
• Collaborate with marketing on territory-relevant campaigns, co-branded content, local lead generation, and timely follow-up on resulting inquiries.

Connaissances

Wealth management

Relationship building

Prospecting

Presentation skills

CRM proficiency

Formation

Bachelor’s degree in business/finance

CIMA or similar designation

Outils

Salesforce

Redtail

Wealthbox

Description du poste

AlphaCore Wealth Advisory is seeking a Manager, Growth to expand our regional footprint across Dallas, Austin, Denver, San Diego, and San Francisco. You will own multi-channel originations—SAN referrals, COIs, and self-generated prospects—while guiding handoffs to senior advisors and driving a disciplined pipeline in Salesforce.

You will build relationships with referral partners, attend events, and deliver thought leadership to attract high-net-worth clients.