Vice President, Business Development (Independent Channel)

Alaris Acquisitions, LLC

United States

On-site

USD 200,000 - 250,000

Full time

14 days+

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Benefits offered by this job

Proprietary buyer intelligence
Performance bonuses
Small, direct team

Job summary

Alaris Acquisitions, LLC is seeking a senior originations professional to source, pitch, and close new advisory engagements with independent RIA owners. You will manage the full cycle from first meetings to handoff, building a strong pipeline for partnerships or sales.

You will develop referral relationships with platforms, networks, OSJs, TAMPs, and consultants while representing Alaris at industry events and conferences. A robust network and proven track record are essential.

Qualifications

  • 5+ years recruiting independent advisors and firm owners in RIAs or related platforms.
  • Bachelor's degree required; professional designations are a plus (CFP/CFA/CIMA).
  • Strong network of independent RIA owners and principals preferred.

Responsibilities

  • Build and manage a pipeline of independent RIA owners considering succession, partnership, or sale.
  • Lead first meetings and discovery to understand owners' goals and outcomes.
  • Present Alaris approach and Lens platform to win advisory engagements.
  • Develop referral relationships across the independent RIA ecosystem.
  • Represent Alaris at conferences and industry events.
  • Hand off signed clients with complete, accurate records to deal/transition teams.
  • Maintain an up-to-date pipeline in the CRM.

Skills

Recruiting
Business development
Networking
CRM
Pipeline management
Long sales cycles

Education

Bachelor's degree
CFP
CFA
CIMA

Tools

CRM
Lens platform

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

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.

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

You have built a career recruiting advisors in the independent channel. You know how to find the right independent advisor or firm owner, earn their trust, and guide them through a decision that changes their business and their life. At Alaris, you will apply those skills to the biggest decision an independent owner makes: who to partner with or sell to.

This is a full-cycle origination role. You will source, pitch, and close new advisory engagements with independent RIA owners. 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 independent RIA 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 RIA ecosystem: platforms, networks, OSJs, TAMPs, consultants, and other centers of influence
  • 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 recruiting independent advisors and firm owners at an RIA platform, aggregator, network, TAMP, or hybrid OSJ, in a role such as Director of Business Development, Head of Advisor Recruiting, or Vice President, Advisor Transitions
  • A real network of independent RIA owners and principals, ideally firms with $2M to $15M in annual revenue
  • A consistent record of hitting recruiting goals, measured in independent advisors, firms, or assets brought on
  • Fluency in independent RIA economics: revenue, margins, ownership structure, succession, and the trade-offs owners weigh between staying on their own and joining a larger firm
  • Comfort running long sales cycles and working through hesitation with owners who value their independence
  • 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.

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