Cambridge Investment Research, Inc. · 21 hours ago
Director, Advisor & Growth Strategy
Malden, MA
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $115K/yr
7+ years expCambridge Investment Research, Inc. is a growth-focused independent broker-dealer dedicated to supporting financial advisors. The Director of Advisor Growth & Succession is responsible for driving advisor recruitment, succession planning, and platform adoption, acting as a strategic partner to both prospective and existing advisors.
BankingFinanceFinancial Services
Responsibilities
Proactively identify, source, and recruit external advisors and advisory teams that align with the firm’s culture, business model, and growth objectives
Facilitate advisor succession opportunities by identifying acquisition-oriented advisors to purchase the practices of retiring advisors
Identify retiring external advisors seeking to sell their practices and match them with existing advisors focused on growth and expansion
Serve as a strategic “matchmaker” by evaluating candidates based on production, business philosophy, personality, and long-term fit
Guide both buyer and seller through early-stage transition planning, including deal structure considerations and initial integration support
Act as a dedicated relationship manager and advocate for advisors, ensuring they are effectively utilizing the firm’s technology, resources, and support services
Proactively identify retention risks and partner with internal teams to resolve platform, service, or operational challenges
Provide practice management consulting to advisors, helping them leverage firm resources and advisory platforms to improve efficiency, scalability, and growth
Qualification
Required
7+ years of experience in advisor recruiting, advisor experience, practice management, business development, or a related financial services role
Strong understanding of advisor business models, succession planning, and practice transitions
Comfortable consulting with advisors on technology platforms and operational workflows
Exceptional relationship-building skills with advisors and industry partners
High degree of professionalism, discretion, and sound business judgment
FINRA Series 7, 24 and 66 (or 65)
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.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$15.89M2024-03-19Series Unknown· $6.31M
2014-08-22Series Unknown· $6.13M
2013-06-25Series Unknown· $3.46M
Leadership Team
Amy Webber
President and Chief Executive Officer
Recent News
Investment News
2026-01-22
2026-01-06
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