Own the post-close success of 8-10 acquired firms, acting as the single point of contact for new partners from LOI through full integration.
Drive commercial outcomes by creating firm-specific success plans, monitoring growth and retention metrics, and intervening before issues escalate.
Deliver structured intelligence to leadership and partners, contributing to pre-LOI diligence, post-mortem reviews, and value creation planning.
Mercer Advisors helps families simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance services. With over 42,800+ families served across 110+ U.S. cities, the firm is ranked #1 RIA by Barron’s for two consecutive years and employs a diverse, women-majority workforce.
Partner with the Managing Director to develop and manage high-net-worth client relationships, including investment advisory and financial planning.
Prepare customized investment proposals and provide comprehensive wealth management services using eMoney and Salesforce.
Conduct regular client portfolio reviews and proactive communication, with approximately 50% travel for client meetings.
Kayne Anderson Rudnick is a distinguished asset and wealth management firm with over $50 billion in assets under management and a national team of 135 employees. The firm maintains a collaborative, respectful culture and has been recognized for best firm culture and top rankings.
Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.
Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.
Secure and expand relationships with Business Development partners including large wirehouses, banks, and RIA firms to drive product approval and revenue growth.
Lead due diligence, negotiations, and compliance for Master Services Agreements and partnership contracts.
Collaborate with marketing, sales, and legal teams to develop co-branded campaigns and sales enablement materials.
SmartAsset is an online destination for consumer-focused financial information and tools, helping people make smart financial decisions. Reaching an estimated 23 million people monthly and valued at over $1 billion after a Series D round, the company fosters a collaborative, high-energy sales culture.
Develop and manage strategic partnerships with venture capital and law firms.
Drive revenue growth through collaborative initiatives and co-marketing opportunities.
Cultivate and maintain strong relationships to ensure partner satisfaction and alignment with company goals.
Mercury is a financial technology company that offers banking solutions for startups. They are an equal opportunity employer with a focus on diversity and inclusion, and a team of around 500 employees.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Lead the tax-to-wealth expansion strategy, building scalable playbooks and operating models across tax practices.
Partner with Client Development to drive conversion rates and revenue outcomes for high-potential tax client populations.
Own performance management, executive reporting, and program governance to track pipeline health and growth metrics.
Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, tax, estate, and insurance. Ranked #1 RIA firm by Barron's, they serve over 42,800+ families across 110+ U.S. cities and emphasize a flexible, diverse workplace with over half of employees being women.
Own and execute consultant house strategy to drive revenue growth through strategic partnerships.
Build and deepen relationships with benefit consultants and broker partners to influence opportunity creation.
Collaborate cross-functionally with Sales, Client Success, Marketing, and Product to drive pipeline and renewals.
Carrot is the leading global fertility and family care platform, providing intelligent clinical guidance and support for family building. They serve over a thousand multinational employers across 195 countries and are recognized as a defining force in healthcare innovation with a culture of award-winning experiences.
Build senior-level executive relationships with partners to achieve revenue growth and partner satisfaction objectives.
Prospect, qualify, negotiate, close, and implement new partnerships while meeting annual revenue goals.
Act as a trusted advisor and quarterback for opportunities, bringing in appropriate resources to support customer needs.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate for over 180 years. They are a diverse, global team that values creativity, collaboration, and bold ideas.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.