Advisor Development Strategist
Listed on 2026-03-12
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Business
Business Development, Client Relationship Manager -
Sales
Business Development, Client Relationship Manager
We are an innovative and fast-paced Registered Investment Adviser (RIA) firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program.
JOIN OUR TEAM TODAY!
We are looking for a high-performing relationship manager who understands the RIA space. This role is for someone who knows and understands financial advisors, the challenges they face, the clients they serve, and the things they need to do to succeed in the industry. The independent advisors that we serve are entrepreneurs so this role is best suited to someone who understands the B2B landscape, yet can be resourceful, creative, and responsive to the typical needs and asks of an entrepreneur.
This role is located at our company headquarters in Cornelius, NC.
YOUR ROLE:We are seeking a highly motivated advisor to advisors, focused on relationship management and consulting to join our team and help us expand and retain existing advisor relationships. This role will report directly to our SVP of Advisor Development & Experience. In this advisor-facing role, you will collaborate closely with the firm’s Leadership Team and all other functional areas (Sales/Marketing, Compliance, Trading & Investments and Operations) to deliver a world-class advisor experience and optimize organic growth.
RESPONSIBILITIES:- Lead and implement a value-added, consultative engagement strategy for our existing advisors to help them grow their books of business.
- Demonstrate in-depth knowledge of the RIA, IBD and IAR models as well as key industry challenges and opportunities within these segments. Ability to understand and articulate how Alphastar’s wealth management and other platform capabilities solve these industry issues and capture these market opportunities.
- Innovate, and bring strategic solutions, driving engagement and incremental growth.
- Demonstrate in depth knowledge of sales process and experience supporting the recruitment/sales process.
- Cross organizational collaboration across various departments to identify and facilitate key resources and resolution of issues, drive adoption of key platform capabilities and optimize the overall advisor experience.
- Represent the Company at industry conferences, social events, and other client/prospect engagement opportunities to raise brand awareness and develop positioning of the firm with target audiences.
- Some travel may be required but not consistent.
- 3-5+ years of relationship management and/or consulting experience in the RIA/Wealth Management Industry preferred.
- Series 65 license or advanced designation preferred.
- In-depth knowledge of the RIA and/or IAR models and economics as well as key industry challenges and opportunities within these segments.
- Knowledge of insurance and other commission-based solutions.
- Knowledge of the IMO, FMO and BGA space is a plus.
- A natural ability to be resourceful, self-motivated, driven toward opportunity and a heart for serving others.
- High level of professionalism, strong business acumen and process oriented.
- Excellent verbal, written and non-verbal communication skills accompanied by an outgoing approach.
- Highly collaborative internally, externally, across the RIA/IBD industry and with our family of companies.
- Strong understanding of the TAMP/platform business model competitors, trends, strategies, and key differentiators.
- Experience with working with the RIA custodial models.
- Client advocate and passionate about the client and prospect experience.
- Embraces and embodies a culture of humility, trust, and team centric approach.
- Competitive salary plus bonus opportunities
- Employee-only costs covered Medical, Dental and Vision insurance. Additional family members may be added and will be deducted from employees’ bi-weekly pay.
- Two day work from home policy.
- Generous PTO policy along with 11 paid holidays per year.
- Ancillary benefits are offered including but not limited to short-term disability, longer term care coverage, legal support and more.
- Group life insurance policy for all employees. Additional coverage is available with premiums deducted from employees’ bi-weekly pay.
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