Job Summary

We are seeking a strategic, relationship-driven sales leader to oversee and accelerate our acquisition growth strategy within the Fee Only Registered Investment Advisor (RIA) marketplace. As SVP, Business Development (BridgePort), you will identify, evaluate, and execute acquisition and partnership opportunities that expand our national presence and grow our long-term enterprise value. This senior executive will lead the M&A lifecycle—from sourcing and financial modeling through due diligence, and negotiation, while collaborating closely with the executive team to shape corporate strategy and ensure seamless RIA/Investment Advisor onboarding.

Key Deliverables and Responsibilities

• Lead end-to-end execution of RIA-focused M&A initiatives, including sourcing, evaluation, structuring, negotiation, and closing of acquisitions and strategic partnerships.

• Develop and manage a high-quality pipeline of fee-only RIA opportunities by leveraging market intelligence and cultivating relationships across RIA, custody, aggregator, and banking channels.

• Partner with internal and external stakeholders to drive efficient, compliant deal execution, ensuring alignment with strategic, operational, and regulatory requirements.

• Oversee financial models, valuation analyses, and performance assessments with the Finance team to inform investment decisions and long-term value creation.

• Analyze market trends, competitive dynamics, and advisor business models to identify growth opportunities and enhance acquisition strategy.

• Drive enterprise alignment with internal functions and acquired RIAs to support a smooth, coordinated integration and an effective onboarding strategy

• Serve as a liaison between acquisitions, conversion teams, and key departments to ensure alignment and timely resolution of integration needs

• Facilitate 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.

What We Are Looking For

The ideal candidate will have advanced experience, generally 10+ years, in business development, M&A, and corporate development within the retail RIA or wealth management business channels.

Salary Range: $150,000 - $200,000 plus incentive compensation based on successful acquisitions. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

You can find more details about our comprehensive benefits package here. 

Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.

Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/

 

Work Environments: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.

Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.

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