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Cambridge Investment Research, Inc. · 1 day ago

Senior Vice President, Business Development - Retail RIA Focus

Phoenix, AZ

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $200K/yr

Cambridge Investment Research, Inc. is seeking a strategic, relationship-driven leader to oversee and accelerate their inorganic growth strategy within the retail Registered Investment Advisor (RIA) ecosystem. The Senior Vice President, Business Development will lead M&A initiatives, manage a pipeline of acquisition opportunities, and collaborate with the executive team to drive corporate strategy and advisor onboarding success.

BankingFinanceFinancial Services

Hiring Manager

Michaela Mattingly, MBA, SHRM-CP

Responsibilities

Lead the full lifecycle of RIA-focused M&A, including sourcing, evaluating, structuring, and executing acquisitions and strategic partnerships

Build and maintain a robust RIA acquisition pipeline aligned with long-term inorganic growth objectives

Manage all aspects of negotiations, coordinating internal and external stakeholders to ensure timely, compliant deal execution

Oversee financial modeling, valuation analysis, and performance assessments to support executive-level decision making

Conduct market research and competitive intelligence to identify advisor trends, platform dynamics, and high-potential RIA opportunities

Lead cross-functional due diligence across finance, legal, compliance, operations, IT, and HR to evaluate fit, risks, and integration requirements

Present strategic recommendations and transaction updates to senior leadership and the Board of Directors

Partner with internal leaders to design integration strategies that ensure advisor onboarding success and drive long-term value realization

Cultivate strong relationships with RIA aggregators, custodians, intermediaries, investment bankers, and other key industry partners

Represent the firm externally and leverage industry insights to reinforce our position as an industry leader

Qualification

M&ABusiness DevelopmentFinancial ModelingMarket ResearchStrategic PartnershipsRelationship ManagementIntegration StrategiesNegotiationCross-functional Collaboration

Required

Advanced experience in business development, M&A, and corporate development within the retail RIA or wealth management ecosystem

Ability to lead the full lifecycle of RIA-focused M&A, including sourcing, evaluating, structuring, and executing acquisitions and strategic partnerships

Experience in building and maintaining a robust RIA acquisition pipeline aligned with long-term inorganic growth objectives

Proven track record of managing all aspects of negotiations, coordinating internal and external stakeholders to ensure timely, compliant deal execution

Experience overseeing financial modeling, valuation analysis, and performance assessments to support executive-level decision making

Ability to conduct market research and competitive intelligence to identify advisor trends, platform dynamics, and high-potential RIA opportunities

Experience leading cross-functional due diligence across finance, legal, compliance, operations, IT, and HR to evaluate fit, risks, and integration requirements

Ability to present strategic recommendations and transaction updates to senior leadership and the Board of Directors

Experience partnering with internal leaders to design integration strategies that ensure advisor onboarding success and drive long-term value realization

Ability to cultivate strong relationships with RIA aggregators, custodians, intermediaries, investment bankers, and other key industry partners

Experience representing the firm externally and leveraging industry insights to reinforce our position as an industry leader

Benefits

Paid time off

Paid holidays and floating holidays

Medical, dental, and vision coverage

Short- and long-term disability

Company-paid life insurance

Volunteer time off

Wellness incentives

Company

Cambridge Investment Research, Inc.

Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners.

Founded in 1981