Compensation: $200,000 to $250,000 base salary plus performance bonuses
Location:
Remote, U.S. with travel to client meetings, industry events, and company retreats About AlarisAlaris Acquisitions is a sell-side M&A advisory firm that works exclusively with owners of wealth management firms. We help RIA owners find the right partner and the right deal, using Applied Buyer Intelligence and our proprietary Lens platform. Our team has been part of 100+ closed acquisitions and $2B+ in seller proceeds, with zero post-close break-ups. Most M&A processes begin with a buyer list. Alaris begins with buyer intelligence.
The role:
You have spent years inside a major RIA custodian such as Schwab Advisor Services or Fidelity Institutional, sitting across the table from RIA owners, helping them grow their firms and solve business problems. At Alaris, you will use that knowledge to guide those owners through succession, partnership, and sale decisions, where the stakes are highest and the right advisor matters most. This is a full-cycle origination role. You will source, pitch, and close new advisory engagements with RIA owners. Once an engagement is signed, you hand the client to our deal and transition teams, and you go back to building your pipeline.
What you will do:- Build and work a pipeline of RIA owners who are thinking about succession, partnership, or a sale
- Lead first meetings and discovery conversations to understand each owner's goals, business, and ideal outcome
- Present the Alaris approach and Lens platform, and win signed advisory engagements
- Develop referral relationships across the RIA ecosystem
- Represent Alaris at conferences, study groups, and industry events
- Hand off each signed client with a complete, accurate record of what you learned and committed
Keep your pipeline current in our CRMWhat we are looking for 5+ years as a Relationship Manager, Senior Relationship Manager, Business Development Officer, Regional Vice President, or in a comparable RIA relationship management or business development role at Schwab Advisor Services or Fidelity Institutional (Fidelity Clearing & Custody Solutions)A real network of RIA owners and principals, ideally firms with $2M to $15M in annual revenue
A track record of winning new business: new RIA relationships, breakaway advisors, or significant asset growth
Fluency in RIA economics: revenue, margins, ownership structure, and succession challenges
Comfort closing a long-cycle, high-trust decision without a large brand behind you
Discipline to follow through on every commitment and keep a pipeline organized
Bachelor's degree; CFP, CFA, CIMA, or similar designations are a plus
Why AlarisA 100% success-fee model that lines up our interests with our clients' interests
Proprietary buyer intelligence that gives you a clear point of difference in every conversation
A small, direct team where your results are visible and rewarded
Base compensation of $200,000 to $250,000, plus performance bonuses tied to results
Alaris Acquisitions is an equal opportunity employer.
