Financial Services Growth Strategist
3 days ago
Capital Investment Advisors seeks a skilled Financial Services Growth Strategist to drive firm growth through investment advisor acquisition. The ideal candidate is intimately familiar with the RIA industry, regulatory requirements, and market trends. Reporting to the Director of Business Development, this role will play a key part in building and executing a scalable growth and integration framework.
About Us:
Capital Investment Advisors is a fee-only financial advisory and portfolio management firm headquartered in Atlanta, providing clients with a full range of financial advice. Our team has a mix of financial advisors, investment professionals, customer service managers, operations specialists, and business operations personnel working together to deliver an exceptional experience for our clients.
Salary Range:$120,000 - $180,000 per year based on experience
Key Responsibilities:
- Identify potential advisor acquisition targets through intentional prospecting initiatives, market research, and networking techniques.
- Work with cross-functional teams to develop a comprehensive go-to-market strategy.
- Structure agreements, lead negotiations, and close deals with target firms.
- Establish and facilitate an acquisition onboarding plan to ensure seamless transitions.
Requirements:
- Bachelor's degree in Finance or related field.
- 10+ years of experience in Financial Services sales, business development, and/or relationship management.
- Excellent communication skills, both written and verbal.
- Proficient in Microsoft Office Suite and CRM/PMS software.
What We Offer:
- A competitive salary range.
- A hybrid work schedule.
- Ongoing professional development opportunities.
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