Senior Head, RIA & Family Office Research Distribution

Piper Sandler Ltd.

New York (NY)

On-site

USD 200,000 - 260,000

Full time

9 days ago

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Job summary

Piper Sandler is seeking a Head of RIA & Family Office Research Distribution to lead the expansion of its research distribution to RIAs, family offices, and wealth managers. You will build senior relationships, identify opportunities, and work with research analysts, sales, and leadership to drive revenue.

The role requires a deep understanding of the RIA and family office landscape, proven sales leadership, and a track record of selling differentiated investment research in a consultative

Qualifications

10+ years in institutional sales, research distribution, or wealth management.
Experience selling investment research or financial services to RIAs/family offices.
Established relationships with senior RIA and family office professionals.

Responsibilities

Lead strategy for distributing investment research to RIAs, family offices, and wealth managers.
Build relationships with CIOs, PMs, and senior decision-makers.
Identify and pursue new business opportunities within RIA and family office channels.
Articulate value proposition of research, including sector expertise and ideas.
Coordinate meetings and events between clients and research analysts and sales teams.
Ensure regulatory compliance in client activity and communications.

Skills

RIA Sales

Relationship Building

Strategic Planning

Investment Research Knowledge

Communication Skills

Travel

Education

Bachelor's degree

Advanced degree a plus

Job description

The role requires a deep understanding of the RIA and family office landscape, proven sales leadership, and a track record of selling differentiated investment research in a consultative

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