Sourcer, Mergers, Acquisitions, Tuck-ins

Job not on LinkedIn

🕒 May 12

🇺🇸 United States – Remote

💵 $89.2k - $90.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🎯 Recruiter

👻 Ghost score 41%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Centura Wealth Advisory

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2018

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Centura Wealth Advisory is a financial advisory firm that specializes in sophisticated tax planning services designed to deliver exponential value to its clients. Catering primarily to business owners and executives, Centura focuses on understanding individual financial strategies to maximize tax savings and manage wealth effectively. With a strong emphasis on personalized service, they aim to provide clients with insights into navigating complex financial situations, especially during significant events like business exits.

📋 Description

• Drive Centura Wealth Advisory’s strategy to source, evaluate, and recruit independent advisors and advisory teams • Build and maintain a pipeline of potential advisor recruits, team lift-outs, and tuck-in candidates aligned with growth strategy and M&A targets • Develop and execute multi-channel sourcing through networking, industry events, referral partnerships, and proactive outreach • Use market intelligence, advisor databases, and industry research to identify advisors matching specified criteria • Conduct initial outreach and qualification calls to assess interest, cultural alignment, and strategic fit • Assess potential recruits using AUM, fee structure, client profile, growth trends, advisor quality, team dynamics, and vision alignment • Prepare evaluation summaries and recommendations for M&A leadership and the executive team • Support advisor discovery meetings with contextual background and relationship insights • Cultivate long-term advisor relationships and a network of warm prospects • Represent Centura as an attractive, growth-oriented employer and communicate its value proposition and career opportunities • Manage recruiter-to-advisor touchpoints throughout the recruitment lifecycle • Monitor advisor movement, industry consolidation trends, and competitive positioning within the RIA landscape • Provide market insights to inform M&A strategy and recruitment priorities • Benchmark Centura’s value proposition against competing firms • Maintain accurate records of recruiter activities, pipeline progress, and advisor interactions in internal systems • Provide regular pipeline updates and reports to M&A leadership and the executive team • Support research, materials preparation, and administrative tasks for the M&A team • Contribute to a collaborative, high-performing team environment and perform other duties as assigned

🎯 Requirements

• 4-7+ years of experience in advisor recruiting, business development, or sales in the wealth management industry • Demonstrated success building and managing a recruiter pipeline • Proven track record of identifying and qualifying high-quality advisor targets • Deep knowledge of the independent wealth management industry, including RIA models, advisor compensation structures, and team dynamics • Strong networking capabilities and established relationships within the RIA and wealth management communities • Exceptional networking and relationship-building capabilities • Strong communication, presentation, negotiation, and interpersonal skills • Deep understanding of wealth management industry dynamics, advisor economics, client transition processes, and acquisition considerations • Research and analytical skills; comfort working with data to identify patterns and evaluate opportunities • Ability to work independently while managing multiple prospects and maintaining pipeline momentum • Strong organizational skills and attention to detail • Ability to work cross-functionally with M&A, legal, operations, and executive teams • High emotional intelligence and discretion; understanding of sensitive advisor conversations and confidentiality requirements • Proactive and results-oriented approach, with commitment to pipeline targets and conversion metrics • Understanding of M&A dynamics and the acquisition process in the wealth management sector is strongly preferred • Must be able to satisfactorily complete Centura's hiring process requirements, including background checks

🏖️ Benefits

• Equal Opportunity Employer • Diverse and inclusive work environment • Pay according to applicable state law • Exempt position

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