Job Description
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
About the Role:
We are seeking a highly motivated and analytical Partnership Development Advisor to support Wealthspire's M&A growth initiatives and the expansion of Fiducient’s Financial Institutions and Investment Research business. In this role, you will identify, assess, and engage potential acquisition and partnership targets while driving the distribution of Fiducient’s investment research capabilities to prospective partners.
The ideal candidate will combine strong research, pipeline management, and relationship-building skills with a deep understanding of business strategy. You will play a key role in helping our leadership team grow the firm’s footprint through mergers, acquisitions, and strategic partnerships across the financial services landscape.
Key Responsibilities:
Qualifications:
Preferred Qualifications:
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $83,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer.
Who We Are:
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.
Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.
About the Role:
We are seeking a highly motivated and analytical Partnership Development Advisor to support Wealthspire's M&A growth initiatives and the expansion of Fiducient’s Financial Institutions and Investment Research business. In this role, you will identify, assess, and engage potential acquisition and partnership targets while driving the distribution of Fiducient’s investment research capabilities to prospective partners.
The ideal candidate will combine strong research, pipeline management, and relationship-building skills with a deep understanding of business strategy. You will play a key role in helping our leadership team grow the firm’s footprint through mergers, acquisitions, and strategic partnerships across the financial services landscape.
Key Responsibilities:
Qualifications:
Preferred Qualifications:
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $83,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Wealthspire is an inclusive Equal Employment Opportunity employer.
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