Strategic Leader, RIA & Family Office Research Distribution

Piper Sandler Ltd.; Charlotte (NC); Presencial; USD 200 000 - 230 000; Tempo integral

Resumo da oferta

Piper Sandler seeks a senior sales leader to head RIA and family office research distribution within Equities. Location is negotiable across offices. You will drive strategy, build senior connections, and expand engagement with our research platform and ideas.

The role requires deep RIA/family office experience, a consultative sales approach, and ability to collaborate with research, sales, and leadership. Travel and regulatory awareness are expected.

Qualificações

• 10+ years of experience in institutional sales, research sales, asset management distribution, wealth management, or a related financial services role.
• Demonstrated experience 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 track record of developing new relationships and generating revenue through consultative, relationship-based sales.
• Excellent communication, presentation, and interpersonal skills.
• Ability to translate complex investment views and research into clear, relevant, and actionable client discussions.
• Highly self‑motivated, entrepreneurial, organized, and comfortable operating in a growth‑oriented environment.
• Strong collaboration skills and the ability to work effectively with research analysts, salespeople, executives, and internal partners.
• Willingness to travel as needed for client meetings and industry events.
• Bachelor’s degree required; advanced degree or relevant professional designation is a plus.
• FINRA licenses may be required depending on the scope of the role.

Responsabilidades

• 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.

Conhecimentos

Relationship management

Commercial mindset

Entrepreneurial thinking

Formação académica

Bachelor’s degree

Descrição da oferta de emprego

Piper Sandler seeks a senior sales leader to head RIA and family office research distribution within Equities. Location is negotiable across offices. You will drive strategy, build senior connections, and expand engagement with our research platform and ideas.

The role requires deep RIA/family office experience, a consultative sales approach, and ability to collaborate with research, sales, and leadership. Travel and regulatory awareness are expected.