Note: The job is a remote job and is open to candidates in USA. Cambridge Investment Research, Inc. is seeking a strategic, relationship-driven sales leader to oversee and accelerate their acquisition growth strategy within the Fee Only Registered Investment Advisor (RIA) marketplace. As SVP, Business Development, you will lead the M&A lifecycle and collaborate closely with the executive team to shape corporate strategy and ensure seamless RIA onboarding.
Responsibilities
- Lead end-to-end execution of RIA-focused M&A initiatives, including sourcing, evaluation, structuring, negotiation, and closing of acquisitions and strategic partnerships
- Develop and manage a high-quality pipeline of fee-only RIA opportunities by leveraging market intelligence and cultivating relationships across RIA, custody, aggregator, and banking channels
- Partner with internal and external stakeholders to drive efficient, compliant deal execution, ensuring alignment with strategic, operational, and regulatory requirements
- Oversee financial models, valuation analyses, and performance assessments with the Finance team to inform investment decisions and long-term value creation
- Analyze market trends, competitive dynamics, and advisor business models to identify growth opportunities and enhance acquisition strategy
- Drive enterprise alignment with internal functions and acquired RIAs to support a smooth, coordinated integration and an effective onboarding strategy
- Serve as a liaison between acquisitions, conversion teams, and key departments to ensure alignment and timely resolution of integration needs
- Facilitate cross-functional due diligence across finance, legal, compliance, operations, IT, and HR to evaluate fit, risks, and integration requirements
- Present strategic recommendations and transaction updates to senior leadership and the Board of Directors
- Partner with internal leaders to design integration strategies that ensure advisor onboarding success and drive long-term value realization
- Cultivate strong relationships with RIA aggregators, custodians, intermediaries, investment bankers, and other key industry partners
- Represent the firm externally and leverage industry insights to reinforce our position as an industry leader
Skills
- Advanced experience, generally 10+ years, in business development, M&A, and corporate development within the retail RIA or wealth management business channels
Benefits
- Paid time off
- Paid holidays and floating holidays
- Medical, dental, and vision coverage
- Short- and long-term disability
- Company-paid life insurance
- Volunteer time off
- Wellness incentives
- Additional benefits that support you both personally and professionally
- Hybrid schedule, requiring three days weekly in the office
Company Overview