Registered Investment Advisor (ria)
Our firm is seeking professionals for a phone consultation, with expertise on ria aggregation and on building an ria platform at-scale. Further, providing perspective on the current state and future projection of ria industry, with particular insights into (1) growing/declining niche client sub-sectors and (2) investment in technology/tech services to manage firm and serve clients more efficiently.
Ideally, we would prefer to speak with someone who recently worked at/currently in a leadership role at a fiduciary wealth firm.
This would be for a 1-hour paid phone consultation.
To demonstrate your relevance in this space, please consider answering the following questions.
1. Briefly, can you share the level or extent of your experience in this space in relation to your previous/current role?
2. Would you be able to discuss each of the following topics in-depth? Kindly answer with yes/no or a few brief statements.
2a. Have you successfully assisted in sourcing or identifying ria firms for potential acquisition/merger to a larger ria platform?
2b. Have you managed and grown a set of acquired/merged ria firms on a new platform?
2c. Are you familiar with the specific financial/economic inputs to track and measure for achieving the platform scale?
2d. Can you share your insights on the key growth markers of an ria that require or provide room for greater investment in people/technology? (ex, aum milestones, client volume, client complexity and services needed)?
2e. In managing a number of ria firms on a single platform post-acquisition/merger, are you able to discuss some of the challenges and operating realities?
**please note that we are only interested in your personal point of view and are not seeking confidential information.
***referrals are highly appreciated+15 Other Responses
We are an authorized zintro partner seeking business/finance professionals in investment banking, venture capital, or private equity who have insight into the early development stages of new technology, devices, and drugs in the neuroscience field. Experts can be in any role and in any geography. Please let us know in your response your current title, company, and pertinent experience when it comes to seeing/tracking early development in the neuroscience space.+11 Other Responses