Manager of Advisor Succession

Job Summary

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

Key Responsibilities

• Provide leadership and strategic direction to a team of succession and teaming consultants
• Lead the development and implementation of succession, acquisition, and teaming planning programs
• Guide financial advisors and teams through complex succession and acquisition planning scenarios

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field; advanced degree preferred
• A minimum of 7 years of experience in financial services, focusing on teaming and succession planning
• A minimum of 3 years of experience in coaching and leading teams
• In-depth knowledge of succession planning and practice mergers
• Strong understanding of practice valuations and regulatory considerations affecting transitions