Corporate Development Representative – Advisor Acquisition & Growth

Role Overview

We are seeking a grounded, commercially minded Corporate Development Representative to lead our strategic advisor recruitment and practice acquisition efforts across North America.

What You Will Do

Drive Strategic Outreach, Execute Consultative Acquisition Funnel, Address Transition & Operational Friction, Structure Competitive Deals, Maintain Pipeline Momentum.

Why It Might Be a Fit

Experience in financial services wholesaling, practice management consulting, or commercial/corporate banking, solid understanding of wealth management models, and closing ability to guide sophisticated business owners.

Requirements

• 3–7+ years in financial services wholesaling (external or senior internal), practice management consulting, dealer/custodial business development, or commercial/corporate banking
• Market Knowledge: Solid understanding of wealth management models across North America
• Communication Style: Down-to-earth, plain-spoken, and articulate
• Closing Ability: Proven ability to guide sophisticated, pragmatic business owners through complex, multi-stage decisions

Benefits

• Competitive Base Salary
• Uncapped Performance Incentives
• Clear trajectory into regional corporate development leadership or executive growth roles