RIA & Family Office Research Distribution Lead

Piper Sandler Ltd.; Minneapolis (MN); Hybrid; USD 180,000 - 220,000; Full time

Job summary

Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead a strategic distribution effort for investment research across RIAs, family offices, and wealth managers. The role emphasizes building senior-level relationships, identifying opportunities, and driving engagement with the firm’s research platform.

The position requires deep knowledge of the RIA and family office landscape, a proven revenue track record, and the ability to collaborate with research, sales,

Qualifications

• 10+ years of experience in institutional sales, research sales, asset management distribution, wealth management, or a related financial services role.
• Established relationships with senior professionals across the RIA and family office ecosystem.
• Proven track record of developing new relationships and generating revenue through consultative, relationship-based sales.

Responsibilities

• Develop and lead the firm’s overall strategy for distributing investment research to RIAs, family offices, wealth managers, and other non-traditional institutional investors.
• Build and maintain relationships with CIOs, portfolio managers, investment committee members, research directors, and other senior decision-makers.
• Identify, prioritize, and pursue new business opportunities across the RIA and family office channels.
• Clearly articulate the value proposition of the firm’s research, including sector expertise, differentiated insights, thematic work, corporate access, and investment ideas.

Skills

Relationship building

Institutional sales

Wealth management distribution

Education

Bachelor’s degree

Advanced degree or professional designation

Job description

Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead a strategic distribution effort for investment research across RIAs, family offices, and wealth managers. The role emphasizes building senior-level relationships, identifying opportunities, and driving engagement with the firm’s research platform.

The position requires deep knowledge of the RIA and family office landscape, a proven revenue track record, and the ability to collaborate with research, sales,