RIA Business Management Consultant

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