Manager, Advisor Succession

Job Summary

A company is looking for a Manager of Advisor Succession and Acquisitions.

Key Responsibilities

• Provide leadership and strategic direction to a team of consultants for transition strategies and initiatives
• Develop and implement succession and acquisition planning programs aligned with organizational objectives
• Guide financial advisors through succession and acquisition planning scenarios to ensure seamless transitions

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field; advanced degree or designation preferred
• Minimum of 7 years of experience in financial services, focusing on succession planning or mergers and acquisitions
• At least 3 years of experience in coaching and leading teams
• In-depth knowledge of succession planning, practice mergers, and acquisition best practices
• Ability to analyze trends in advisor succession and acquisition planning to inform strategies