Director of Advisor Recruiting

We're hiring a Director of Advisor Recruiting to lead outreach and relationship development with breakaway advisors and RIA teams across the country. This is a senior role for someone who has already spent years navigating the nuances of complex recruiting and sales cycles and may have significant experience with protocol and non-protocol transitions, understands what matters most to financial advisors serving HNW clients, and knows how to manage a thoughtful, multi-step decision process.

Requirements

• 5–7+ years of experience in sales roles or financial services, ideally in roles that work directly with advisory firms (RIA recruiting, RIA M&A, sales & trading, wholesaling, insurance distribution, custodian relationship management, or similar)
• Proven success leading advisors/advisory teams through structured decision processes and landing high-quality commitments
• Hands-on experience managing both protocol and non-protocol breakaways
• Deep understanding of independent advisory firms, including business models, client expectations, and common breakaway considerations
• Strong relationship-building instincts, with a long-term, consultative approach to business development
• High energy, clear communication, and the ability to operate independently in a fast-growing, constantly evolving environment
• Strategic mindset with the discipline to manage a robust pipeline and keep multiple conversations moving at once

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance