Vice President, Strategic Partnerships

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