Onsite Manager, Advisor Partnership

Posted 19 hours ago

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About the role

  • Manager, Advisor Partnerships driving ambitious acquisition objectives and advising financial professionals. Collaborating closely with leadership and teams to move acquisition opportunities forward.

Responsibilities

  • Proactively source, qualify, and convert a robust pipeline of book acquisition opportunities, with accountability for meeting ambitious acquisition and revenue targets.
  • Drive transactions to close by coordinating closely with internal book acquisition support teams, maintaining momentum and removing obstacles throughout the process.
  • Lead sales, marketing, and educational discussions related to the acquisition program, including high-stakes conversations with advisors evaluating full or partial practice sales.
  • Partner with the Financial Solutions Centre, Continuum Financial Centre or Pinnacle to execute focused acquisition strategies, prioritize high-impact opportunities, and deliver results in target markets.

Requirements

  • Minimum of 10 years of experience in business development, advisory distribution, or a closely related field.
  • Demonstrated success operating in a performance-oriented environment with measurable sales or acquisition objectives.
  • Background in entrepreneurship, business consulting, financial modeling, and/or mergers and acquisitions is considered an asset.
  • Proven ability to influence and advise senior, tenured advisors on succession planning, practice valuation, and compliance considerations.

Benefits

  • Health insurance
  • Professional development opportunities
  • Flexible work arrangements
  • Paid time off

Job title

Manager, Advisor Partnership

Job type

Experience level

SeniorLead

Salary

CA$90,400 - CA$140,400 per year

Degree requirement

Bachelor's Degree

Location requirements

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