Vice President, RIA Investments

Leon Capital Group (LCG) is a founder‑led, diversified holding company with a portfolio exceeding $10 billion in assets across real estate, healthcare, financial services, and technology. Founded in 2006 by Fernando De Leon, LCG operates as a long‑term, "buy‑and‑build" partner to entrepreneurs — investing its own capital alongside business owners to create durable, compounding value.

LCG is actively expanding its financial services investment platform with a dedicated focus on acquiring GP stakes and making equity investments in Registered Investment Advisors (RIAs). This is a ground‑floor opportunity to build LCG's RIA investment capability from scratch alongside the firm's senior leadership.

LCG is seeking a Vice President, RIA Investments to lead the sourcing, evaluation, execution, and post‑investment management of minority and majority equity investments in RIA firms across the United States. This individual will serve as the primary driver of LCG's RIA investment strategy — responsible for building a disciplined deal process, developing proprietary deal flow, and acting as an active growth partner to LCG's RIA investments post‑close.

• Build and maintain a proprietary pipeline of RIA investment opportunities through direct outreach to firm founders and owners, RIA‑focused investment bankers, custodians, and industry networks.
• Develop a systematic approach to sourcing and prioritizing targets across firm size, geography, ownership structure, and growth stage.
• Represent LCG at industry conferences and events to establish the firm's credibility as a capital partner in the RIA space.
• Lead end‑to‑end due diligence on prospective RIA investments, including financial analysis (AUM trends, revenue, and EBITDA quality, client concentration, fee structures), operational assessment, team and succession evaluation, and competitive positioning.
• Build and maintain financial models to evaluate transaction structures, returns, and post‑close growth scenarios.
• Prepare investment memos and present recommendations to senior leadership.

• Structure and negotiate investment terms, including minority and majority equity stakes, earnouts, rollover equity, and credit facilities.
• Manage the full transaction lifecycle from LOI through closing, coordinating with internal and external legal, finance, and operational resources.
• Develop and implement repeatable deal processes and infrastructure to support LCG's ability to execute consistently at scale.

• Serve as LCG's primary relationship contact for portfolio RIA firms post‑close, supporting leadership teams in executing on their growth plans.
• Identify and drive inorganic growth opportunities — sub‑acquisitions, lift‑outs, and strategic partnerships — for LCG's RIA portfolio companies.
• Monitor portfolio company performance, financial results, and strategic milestones; surface issues and opportunities to LCG senior leadership as appropriate.
• Leverage LCG's broader platform — including its real estate, private equity, healthcare, and credit capabilities — to create differentiated value for RIA partners.

• 8–10+ years of relevant experience in RIA M&A, corporate development, growth equity, or investment banking focused on wealth and asset management.
• Direct deal execution experience — must have personally sourced, structured, and closed equity investments or M&A transactions in the financial services or wealth management space.
• Deep understanding of the RIA ecosystem: business models, valuation drivers, custodial platforms, ownership and succession dynamics, and the competitive landscape of capital providers.
• Strong financial modeling and analytical skills; experience building transaction models and investment memos.
• Familiarity with deal structures common in RIA investing: minority equity, seller notes, earnouts, management rollover, and credit facilities.
• Existing network of relationships with RIA owners, wealth management M&A advisors, and/or custodial platforms is a strong plus.
• Entrepreneurial, self‑directed, and comfortable building from scratch in…