Manager, Advisor Succession

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

May 2, 2025 - 20:25

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