Senior Director, RIA & Family Office Research Distribution

Piper Sandler Ltd.; Boston (MA); On-site; USD 180,000 - 220,000; Full time

Job summary

Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to expand the firm’s research reach within the advisor and wealth management communities. The role focuses on senior client engagement, strategic distribution, and revenue growth across RIAs and family offices.

You will collaborate with research analysts, sales, marketing, and leadership to shape content and delivery models, while traveling for key meetings and industry events as needed.

Qualifications

• 10+ years of institutional sales, research sales, asset management distribution, wealth management, or related financial services role.
• Proven track record selling investment research, investment products, or financial services to RIAs, family offices, private wealth managers, or other sophisticated investment organizations.
• Established relationships with senior professionals across the RIA and family office ecosystem.
• Strong understanding of how RIAs and family offices source, evaluate, and utilize investment research.
• Proven ability to develop new relationships and generate revenue through consultative, relationship-based sales.
• Excellent communication, presentation, and interpersonal skills.

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.
• Create customized engagement strategies based on each client’s investment process, portfolio structure, research needs, and buying preferences.
• Coordinate meetings, calls, conferences, events, webinars, and other touchpoints between clients and the firm’s research analysts and investment professionals.
• Partner with institutional sales, equity research, corporate access, marketing, and senior leadership to ensure a coordinated approach to client coverage.
• Develop and maintain a pipeline of prospective clients and opportunities, including tracking activity, engagement, and conversion.
• Gather market intelligence and client feedback to help shape the firm’s research product, content strategy, and distribution model.
• Increase awareness and utilization of the firm’s research among the RIA and family office communities.
• Support the development of new products, services, and commercial models tailored to wealth management and family office clients.
• Represent the firm at industry conferences, investment forums, allocator meetings, and other relevant events.
• Ensure all client activity and communications comply with firm policies, applicable regulations, and research distribution requirements.
• Establish performance metrics and regularly report on business development activity, client engagement, revenue opportunities, and results.

Skills

Communication skills

Presentation skills

Interpersonal skills

Relationship management

Travel willingness

Commercial mindset

Entrepreneurial spirit

Collaboration

Education

Bachelor's degree

Advanced degree (plus)

Job description

Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to expand the firm’s research reach within the advisor and wealth management communities. The role focuses on senior client engagement, strategic distribution, and revenue growth across RIAs and family offices.

You will collaborate with research analysts, sales, marketing, and leadership to shape content and delivery models, while traveling for key meetings and industry events as needed.