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.
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