Director of New Partner Success
Job Summary
To support the integration of new partner firms, the full-time remote Director of New Partner Success will manage a portfolio of 8-10 firms, ensuring successful transitions through relationship building, strategic planning, and performance monitoring.
Key responsibilities
- Participate in pre-LOI diligence and assess cultural fit and organizational readiness for new partner firms
- Lead business introduction meetings and develop firm-specific success plans during the LOI-to-close phase
- Oversee post-close integration, ensuring business and cultural alignment while monitoring growth and retention metrics
Required qualifications
- 10+ years of experience in wealth management, financial services, or management consulting with exposure to business owners or firm principals
- Demonstrated success in driving commercial outcomes in client-facing roles
- Familiarity with the RIA or independent advisory space and understanding of advisory firm operations
- Experience with organizational change, firm transitions, or post-merger integration
- Strong relationship-building skills with the ability to earn trust from experienced financial professionals
Complete Job Description
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