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. Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks. About AlarisAlaris 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 CRMWhat 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 onFluency in independent RIA economics: revenue, xhqgsiq 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 AlarisA 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.
