The RIA Business Management Consultant is a senior-level role that combines advisory business consulting with recruiting strategy leadership to drive efficiency, growth, and enterprise value across affiliated RIA firms.
Requirements
- Guide RIA firms through strategic planning, goal setting, business expansion, and succession planning.
- Provide consultation on industry best practices, growth strategies, and mergers & acquisitions.
- Advise on business valuation, long-term incentive plans, and cash-flow projections.
- Use Cetera's Growth360 data and RIA industry benchmarks to identify performance gaps and shape strategic action plans.
- Lead engagements focused on operational efficiency, human-capital strategies, compensation structures, leadership development, and talent succession.
- Serve as the primary consultant to RIA firms on recruiting strategy, talent acquisition models, and practice expansion tactics.
- Coach firm principals on articulating their value proposition to attract high-quality advisor talent.
- Support RIA recruiting initiatives, including business development conversations, prospect evaluations, and positioning the RIA model to growth-oriented advisors.
- Educate firms on recruiting best practices and effective use of Cetera's recruiting resources.
- Promote and articulate the Cetera RIA Network value proposition to both prospects and existing firms.
- Manage and execute recruiting strategy for the RIA segment to sustain scalable growth and competitive advantage.
- Build and maintain strong relationships with both prospective and existing RIA firms.
Benefits
- Competitive salary
- Performance-based bonus
- Inclusive health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Easy access to mental health benefits
- 20 plus days of paid time off (PTO)
- Paid holidays
- 2 paid wellness days
- 401(k) Savings plan
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP)
- LifeLock
- Pet Insurance