Business Segment: Corporate Development
Job Title: Analyst
Job Location: New York
COMPANY OVERVIEW
Robertson Stephens Wealth Management (RSWM) is a national wealth management firm with offices in San Francisco, New York, Sun Valley, Holmdel, Marin County, Austin, Denver/Vail, Seattle, Houston, Boise, Santa Rosa, Pasadena, Boston, San Ramon, Burlingame, Madison, Jackson Hole, Westport, Portland, and North Barrington The firm serves the financial planning and investment strategy needs of high net worth individuals and family offices. Employees of the firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients.
Job Description
Opportunity to work within the Firm’s Corporate Development team working side-by-side with the Principals of a leading independent registered investment advisory (“RIA”) firm. Responsible for “inorganic growth” outreach efforts (advisor acquisitions and recruiting) and pipeline management for a fast growing, highly acquisitive firm. You will work side by side with Senior Vice President in New York and closely with Principals focused on the growth of the Firm including the CEO. Base salary will range from $80k to $100k with opportunity for a discretionary bonus.
Duties and Responsibilities
- Perform primary research to acquire prospective RIA firms and wirehouse financial advisor teams via online databases and offline sources of information.
- Assist in due diligence efforts including the ability to analyze financial information, compensation data, real estate leases, vendor contracts, software agreements, custodian relationships, FINRA reports, insurance policies, and other information to evaluate prospects, assess risks, and identify duplication, efficiency, and synergies.
- Managing outreach to RIA firms and wirehouse financial advisor teams across multiple geographies.
- High volume of outbound call activity to prospective opportunities.
- Actively manage the Firm’s lead and active opportunity pipeline via the CRM database. Create management reports that clearly identify RIA & FA new business opportunities. Work with Corporate Development team members to refine pipeline forecasting and enhance prospect tracking for new and existing clients.
- Develop, coordinate, and implement online and offline marketing collateral and strategies.
- Partner with third-party vendors and participate in industry conferences to source leads.
- Daily interaction with Corporate Development team, the Firm’s management team, participation in weekly meetings, and presentation of recommendations and reports to the New Business Commitment Committee.
- Organize, plan, prioritize tasks, and complete ad-hoc financial analyses to strategy and business development matters of the Firm.
Personal Qualities
- Team-oriented with high integrity with an ability to work virtually with a team located all over the country.
- Self-starter, with ability to follow direction, offer perspective on new initiatives and multi-task.
- Comfortable working in a fast-paced and deadline focused environment.
- Detail focused with excellent organization skills and the ability to deliver quality work with a high degree of accuracy.
- Strong customer service and relationship building skills.
- Strong written and oral communication skills.
- Ask, listen, decide, and follow through.
Professional Qualifications
- Bachelor’s degree.
- Ideally 1 to 3 years of professional experience
- Proficient in Word, Excel, PowerPoint, or other tools to prepare models, reports, and term sheets.
- RIA, wealth and asset management industry knowledge, merger and acquisition experience, and investment banking analyst training are beneficial.
- Experience in an outbound business development or sales role (emailing, cold calling, networking).
- Experience with CRM software (desirable) or the ability to learn it.
Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”). © 2025 Robertson Stephens Wealth Management, LLC. All rights reserved. Robertson Stephens is a registered trademark of Robertson Stephens Wealth Management, LLC in the United States and elsewhere. A2540