Strategic Wealth Advisor Acquisition Lead

Optimize Financial Group; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Optimize Financial Group is seeking a grounded Corporate Development Representative to lead advisor recruitment and practice acquisitions across North America. You’ll manage high-value discussions with Wealth Advisors and Independent Practice Owners, focusing on platform partnerships, succession planning, and growth opportunities.

You will guide multi-meeting discussions, evaluate advisor practices, and shape payout structures, balancing strategic objectives with governance and compliance

Qualifications

• 3–7+ years in financial services wholesaling or related fields.
• North American wealth management knowledge including RIAs, broker-dealers, CIRO Investment & Mutual Fund Dealers, and bank-owned platforms.
• Clear, down-to-earth communication style without heavy corporate buzzwords.
• Proven ability to close complex, multi-stage deals with patience and tact.
• Bachelor’s degree in Business, Finance, Economics, or related field; relevant registrations are a plus.

Responsibilities

• Drive strategic outreach to high-producing financial advisors and firms across North America.
• Lead the structured 4-meeting acquisition framework from discovery to partnership proposals.
• Address client transition friction including retention, transfers, compliance, platform integration, and regulatory registration.
• Structure competitive deals with leadership, transition teams, and legal for payouts and growth capital packages.
• Maintain pipeline momentum with CRM tracking and onboarding timelines.

Skills

Strategic outreach

Consultative selling

Relationship building

CRM systems

Education

Bachelor's degree in Business/Finance/Economics or related field

Tools

CRM systems

Job description

Optimize Financial Group is seeking a grounded Corporate Development Representative to lead advisor recruitment and practice acquisitions across North America. You’ll manage high-value discussions with Wealth Advisors and Independent Practice Owners, focusing on platform partnerships, succession planning, and growth opportunities.

You will guide multi-meeting discussions, evaluate advisor practices, and shape payout structures, balancing strategic objectives with governance and compliance