Opportunity for RIA's
On-site · New York City, New York, United States
New York City, New York, United StatesOn-siteFull TimeMid LevelNot SpecifiedUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Job Summary
Opportunity to acquire Registered Investment Advisors (RIAs) with assets under management of $1B+ for a regional HNW bank. Take over back-office operations while founders can remain involved or transition into retirement, with a focus on preserving client relationships and the legacy of the practice. The role emphasizes seamless transitions, maintaining relationships, and continued growth of the advisory business within the bank's platform.
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