Growth and Succession Associate

Growth & Succession Associate

Location:
Boston, MA or Remote (CST or EST preferred)

Compensation:
$85k - $95k base, plus bonus and incentive compensation eligibility

About Integrated Partners

Founded in 1996 and headquartered in Waltham, MA, Integrated Partners is a leading national hybrid RIA. We provide independent financial advisors across the country with the resources to scale their practices, preserve independence, and deliver exceptional client experiences.

Our culture is entrepreneurial, collaborative, and fast-paced — blending deep operational expertise with innovative technology. At Integrated, advisors gain the freedom to build the business they envision, backed by infrastructure, support, and strategic partnerships that drive lasting growth.

About the Role

The
Growth & Succession Associate
plays a central role in advancing Integrated Partners' strategic growth initiatives — driving both
new advisor recruitment
and
succession and acquisition opportunities
.

Working closely with the
Head of Advisor Recruiting
and the
Head of Strategic Development
, this role supports all stages of the firm's advisor growth lifecycle — from identifying prospective advisors, to managing inbound and outbound recruiting activity, to analyzing potential succession and M&A opportunities.

This is a dynamic role suited for someone who combines a
sales-minded, consultative approach
with
analytical and strategic skills
. The ideal candidate thrives in a fast-paced environment and enjoys blending relationship management, business development, and deal analysis.

Key Responsibilities

Advisor Recruiting & Growth

• Identify and source new prospective advisors through outreach, inbound lead response, and industry networking.
• Manage the recruiting pipeline within Salesforce, ensuring top-of-funnel activity and high data integrity.
• Conduct introductory calls and discovery meetings to assess fit and position Integrated's value proposition.
• Coordinate recruiting activity and meeting schedules for the Head of Advisor Recruiting.
• Partner with Marketing to execute outbound campaigns aligned with industry trends and events.
• Host and engage with advisors during "Integrated 360" visits, helping to address business, transition, and platform questions.
• Train and support internal staff on competitive positioning and advisor engagement best practices.

Succession & Acquisition Support

• Support the evaluation and execution of advisor succession and acquisition opportunities.
• Build and maintain financial models, including revenue, EBITDA, and valuation scenarios.
• Conduct due diligence and gather data to inform deal structure recommendations.
• Collaborate cross-functionally with Finance, Legal, and Operations to coordinate onboarding and integration planning.
• Contribute to materials for internal stakeholders, including leadership and partner firms.
• Research industry trends, M&A benchmarks, and advisor demographics to guide strategic planning.

Qualifications

• 2-4 years of experience in financial services, preferably in advisor recruiting, sales, consulting, or corporate development.
• Demonstrated success in sales or relationship management, ideally within the RIA, broker-dealer, or asset management industries.
• Strong financial acumen and familiarity with valuation, P&L, and M&A fundamentals.
• Excellent written and verbal communication skills; ability to present to senior audiences.
• Highly organized, proactive, and able to manage multiple workflows in a fast-paced environment.
• Experience with Salesforce and Microsoft Office Suite (Excel, PowerPoint, Outlook).

Preferred Qualifications

• Series 7, 66, and/or 65 preferred
• Bachelor's degree in Business, Finance, Economics, or related field.

Who Thrives Here

You'll thrive in this role if you're a
natural connector and problem solver
— equally energized by building relationships with entrepreneurial advisors and analyzing business opportunities that advance Integrated's long-term growth. You enjoy collaboration, curiosity, and the satisfaction of seeing your efforts directly shape the firm's future.