Strategic Wealth Advisor Acquisitions Lead

Optimize Financial Group; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary + uncapped but

Job summary

Optimize Financial Group seeks a grounded Corporate Development Representative to lead advisor recruitment and practice acquisitions across North America. You will engage with Wealth Advisors and Independent Practice Owners, guiding partnerships, succession planning, and platform integrations without high-pressure sales.

Role emphasizes a structured, four-meeting acquisition process, deep understanding of payout grids, and collaboration with leadership, legal, and transition teams to close deals

Qualifications

• 3-7+ years in financial services wholesaling, practice management consulting, dealer/custodial business development, or commercial/corporate banking.
• Solid understanding of wealth management models across North America.
• Excellent communication and relationship-building skills.
• Ability to guide multi-stage, complex decisions with tact.

Responsibilities

• Drive strategic outreach to high-producing financial advisors and independent practice owners in North America.
• Lead the 4-meeting acquisition framework from discovery to proposed partnerships.
• Address client transition, friction, and regulatory registration considerations.
• Structure competitive deals with payout structures and succession arrangements.
• Maintain a structured recruitment pipeline with CRM tracking.

Job description

Optimize Financial Group seeks a grounded Corporate Development Representative to lead advisor recruitment and practice acquisitions across North America. You will engage with Wealth Advisors and Independent Practice Owners, guiding partnerships, succession planning, and platform integrations without high-pressure sales.

Role emphasizes a structured, four-meeting acquisition process, deep understanding of payout grids, and collaboration with leadership, legal, and transition teams to close deals