Confidential
Vice President, Strategic Partnerships
About the Company
Prominent independent investment management firm
Industry Investment Management
Type Privately Held
About the Role
The Company is in search of a Vice President of Strategic Partnerships to join their dynamic team. The successful candidate will be responsible for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role involves serving as the primary contact for M&A opportunities, managing outreach, and building relationships with prospective sellers. This includes working closely with a firm partner to effectively communicate the value proposition and partnership model. For Advisor Team Recruitment, the focus is on cultivating relationships with advisor teams and external recruiters, acting as a trusted point of contact to introduce the firm's culture, platform, and support model.
The ideal candidate for this role at the company will have a portable book of high-net-worth clientele and will be expected to have a strong industry presence. This includes representing the firm at various events and leveraging networks to expand visibility and sourcing opportunities. The company is a fast-growing, independently owned, fee-based RIA with an advisor-centric, fully remote culture. They offer a full-service W-2 support model and have a strong investment team that enhances client connectivity and business referrals. The role is suited for a professional with a proactive approach to business development, excellent communication skills, and the ability to work in a highly competitive and dynamic environment.
Travel Percent Less than 10%
Functions
Strategy
About the Company
Prominent independent investment management firm
Industry Investment Management
Type Privately Held
About the Role
The Company is in search of a Vice President of Strategic Partnerships to join their dynamic team. The successful candidate will be responsible for two key areas: Mergers & Acquisitions (M&A) and Advisor Team Recruitment. In the M&A capacity, the role involves serving as the primary contact for M&A opportunities, managing outreach, and building relationships with prospective sellers. This includes working closely with a firm partner to effectively communicate the value proposition and partnership model. For Advisor Team Recruitment, the focus is on cultivating relationships with advisor teams and external recruiters, acting as a trusted point of contact to introduce the firm's culture, platform, and support model.
The ideal candidate for this role at the company will have a portable book of high-net-worth clientele and will be expected to have a strong industry presence. This includes representing the firm at various events and leveraging networks to expand visibility and sourcing opportunities. The company is a fast-growing, independently owned, fee-based RIA with an advisor-centric, fully remote culture. They offer a full-service W-2 support model and have a strong investment team that enhances client connectivity and business referrals. The role is suited for a professional with a proactive approach to business development, excellent communication skills, and the ability to work in a highly competitive and dynamic environment.
Travel Percent Less than 10%
Functions
Strategy