Vice President, Business Development (Broker/Dealer Channel)

Alaris Acquisitions, LLC; United States; Remote; USD 200,000 - 250,000; Full time

Benefits offered by this job

100% opportunity-based model

Proprietary buyer intelligence

Small, direct team environment

Base compensation with performance pay

Job summary

Alaris Acquisitions, LLC, a sell-side M&A advisory, seeks a senior business development leader to source, pitch, and close advisory engagements with wealth-management firm owners. You will transition clients to deal and transition teams after signing, then rebuild your pipeline.

You will build relationships, lead discovery, and present the Lens platform to secure engagements across independent and hybrid RIAs, traveling for meetings and events as needed.

Qualifications

• 5+ years in regional/director or senior business development roles at independent broker-dealers
• Extensive network of independent and hybrid advisors and firm owners
• Track record of recruiting/growth in wealth-management space
• Fluency with revenue, margins and affiliation models in broker-dealer to RIA transitions

Responsibilities

• Build and manage a pipeline of firm owners considering succession, partnership, or sale
• Lead first meetings and discovery to understand goals and outcomes
• Present Alaris approach and Lens platform to win advisory engagements
• Develop referral relationships across IBD and RIA ecosystems
• Represent Alaris at conferences, study groups, and industry events
• Hand off signed clients with complete transition records
• Keep pipeline current in the CRM

Skills

Executive-level BD experience

Network of wealth-management advisors

Long-cycle sales proficiency

High-trust deal closing

Education

Bachelor's degree

CFP CFA CIMA designations a plus

Job description

Compensation:

$200,000 to $250,000 base salary plus performance bonuses

Location:

Remote, U.S. with travel to client meetings, industry events, and company retreats

About Alaris

Alaris Acquisitions is a sell-side M&A advisory firm that works exclusively with owners of wealth management firms. We help RIA owners find the right partner and the right deal, using Applied Buyer Intelligence and our proprietary Lens platform. Our team has been part of 100+ closed acquisitions and $2B+ in seller proceeds, with zero post-close break-ups. Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence.

The role

At an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth, you helped advisors and firm owners grow their practices and solve business problems. At Alaris, you will guide those owners through succession, partnership, and sale decisions, where the stakes are highest and the right advisor matters most.

This is a full-cycle origination role. You will source, pitch, and close new advisory engagements with wealth management firm owners, including independent and hybrid RIAs. Once an engagement is signed, you hand the client to our deal and transition teams, and you go back to building your pipeline.

What you will do

• Build and work a pipeline of firm owners who are thinking about succession, partnership, or a sale
• Lead first meetings and discovery conversations to understand each owner's goals, business, and ideal outcome
• Present the Alaris approach and Lens platform, and win signed advisory engagements
• Develop referral relationships across the independent broker-dealer and RIA ecosystem
• Represent Alaris at conferences, study groups, and industry events
• Hand off each signed client with a complete, accurate record of what you learned and committed
• Keep your pipeline current in our CRM

What we are looking for

• 5+ years as a Regional Director, Market Leader, Vice President of Business Development, or in a comparable advisor recruiting, relationship management, or business development role at an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth Financial Network
• A real network of independent and hybrid advisors and firm owners, ideally firms with $2M to $15M in annual revenue
• A track record of recruiting and growth: advisors or assets brought on, new affiliations, or significant asset growth
• Fluency in practice economics: revenue, margins, affiliation models, ownership structure, and the move from broker-dealer to RIA
• Comfort closing a long-cycle, high-trust decision without a large brand behind you
• Discipline to follow through on every commitment and keep a pipeline organized
• Bachelor's degree; CFP, CFA, CIMA, or similar designations are a plus

Why Alaris

• A 100% success-fee model that lines up our interests with our clients' interests
• Proprietary buyer intelligence that gives you a clear point of difference in every conversation
• A small, direct team where your results are visible and rewarded
• Base compensation of $200,000 to $250,000, plus performance bonuses tied to results

Alaris Acquisitions is an equal opportunity employer.