What are the responsibilities and job description for the Head of Advisor Recruitment position at Careers?
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
We are looking for an experienced, entrepreneurial leader to build and run our advisor recruiting and integration function from the ground up. This is a high-visibility, high-impact role that sits at the intersection of business development, M&A, and operations — reporting directly to senior leadership and working alongside the CEO and executive team.
The right person is equally comfortable sourcing and closing wirehouse advisors with $400M AUM as they are building the infrastructure, processes, and team needed to onboard and integrate them at scale. This is not a staffing role — it's a strategic business development and corporate development function with meaningful equity upside.
Responsibilities:
Advisor Recruiting
- Own end-to-end advisor recruiting strategy, pipeline management, and conversion
- Source, qualify, and close wirehouse advisors managing $400M in AUM
- Manage external recruiter and search firm relationships
- Lead compensation negotiations and LOI process
- Build and maintain a prospect database targeting 100 qualified advisors to support 5-year recruitment goals
Integration & Onboarding
- Design and own the end-to-end advisor integration experience from signed LOI through full operational onboarding
- Serve as primary point of contact for newly recruited advisors throughout the transition
- Drive cross-functional alignment across client services, marketing, investments, data operations, compliance, and technology
- Support due diligence, custodial integration, data transfer and validation, and workflow training
M&A & Corporate Development Support
- Partner with senior leadership on RIA acquisition opportunities, including sourcing, diligence, and integration planning
- Apply organic recruiting frameworks to inorganic growth, ensuring consistency across advisor transitions and firm acquisitions
- Help build the infrastructure, playbooks, and processes that support Wealthspire's broader corporate development strategy
What We're Looking For:
- 10 years in wealth management, financial services business development, or a related field
- Track record working with or recruiting wirehouse advisors
- Prior exposure to M&A, integration, or corporate development in a financial services context strongly preferred
- Ability to manage complex, multi-stakeholder processes simultaneously
- Exceptional relationship skills with advisors, executives, and internal teams
- Entrepreneurial — comfortable building structure where none exists
- RIA or wirehouse background preferred (Morgan Stanley, Merrill, UBS, Wells a plus)
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $195,000 – $260,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.