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Overview:
- This role is the primary point of contact for newly acquired advisory firms, ensuring successful integration and long-term growth.
- You will manage a portfolio of firms, building trusted relationships and driving measurable outcomes.
- The position combines relationship management, business consulting, and growth strategy.
Key Responsibilities:
- Participate in pre-acquisition diligence and develop firm-specific success plans.
- Coordinate onboarding activities and monitor performance metrics.
- Facilitate business reviews and provide insights for continuous improvement.
Qualifications:
- 10+ years in wealth management, financial services, or consulting.
- Strong commercial instincts and operational discipline.
- Experience with organizational change and mergers.
Benefits:
- Competitive salary and incentive compensation.
- Comprehensive medical, dental, vision, and 401(k) with matching.
- Generous PTO, paid holidays, and parental leave.
Unknown
The company is a network of advisory firms, providing support for transitions and growth. It offers a remote-first culture with a focus on collaboration and professional development.