Vice President, Business Development (Broker/Dealer Channel)
alaris acquisitionsColorado Springs, CO
$200,000 to $250,000
Apply nowVice President, Business Development (Broker/Dealer Channel)
L7
alaris acquisitionsColorado Springs, COyesterday
$200,000 to $250,000
Industries
Miscellaneous Financial Investment ActivitiesInvestment Banking and Securities IntermediationPortfolio Management and Investment AdviceCompensation: $200,000 to $250,000 base salary plus performance bonuses
Location:
Remote, U.S. with travel to client meetings, industry events, and company retreats About AlarisAlaris Acquisitions is a sell-side M&A advisory firm that works exclusively with owners of wealth management firms. We help RIA owners find the right partner and the right deal, using Applied Buyer Intelligence and our proprietary Lens platform. Our team has been part of 100+ closed acquisitions and $2B+ in seller proceeds, with zero post-close break-ups. Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence.
The role:
At an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth, you helped advisors and firm owners grow their practices and solve business problems. At Alaris, you will guide those owners through succession, partnership, and sale decisions, where the stakes are highest and the right advisor matters most. This is a full-cycle origination role. You will source, pitch, and close new advisory engagements with wealth management firm owners, including independent and hybrid RIAs. Once an engagement is signed, you hand the client to our deal and transition teams, and you go back to building your pipeline.
What you will do:
- Build and work a pipeline of firm owners who are thinking about succession, partnership, or a sale
- Lead first meetings and discovery conversations to understand each owner's goals, business, and ideal outcome
- Present the Alaris approach and Lens platform, and win signed advisory engagements
- Develop referral relationships across the independent broker-dealer and RIA ecosystem
- Represent Alaris at conferences, study groups, and industry events
- Hand off each signed client with a complete, accurate record of what you learned and committed
Keep your pipeline current in our CRMWhat we are looking for 5+ years as a Regional Director, Market Leader, Vice President of Business Development, or in a comparable advisor recruiting, relationship management, or business development role at an independent broker-dealer such as LPL Financial, Osaic, or Commonwealth Financial Network
A real network of independent and hybrid advisors and firm owners, ideally firms with $2M to $15M in annual revenue
A track record of recruiting and growth: advisors or assets brought on, new affiliations, or significant asset growth
Fluency in practice economics: revenue, margins, affiliation models, ownership structure, and the move from broker-dealer to RIAComfort closing a long-cycle, high-trust decision without a large brand behind you
Discipline to follow through on every commitment and keep a pipeline organized
Bachelor's degree; CFP, CFA, CIMA, or similar designations are a plus
Why AlarisA 100% success-fee model that lines up our interests with our clients' interests
Proprietary buyer intelligence that gives you a clear point of difference in every conversation
A small, direct team where your results are visible and rewarded
Base compensation of $200,000 to $250,000, plus performance bonuses tied to results
Alaris Acquisitions is an equal opportunity employer.
Apply now
Level
ManagerL7
Salary
$200,000 to $250,000
Location
Colorado Springs, CO
Occupation
Personal Financial Advisors
Industry
Miscellaneous Financial Investment Activities
Posted
yesterday
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