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
Corporate Social Responsibility
Our client wants to speak with multiple experts at the mid-level and managerial level who can discuss their companies or foundations’ corporate social responsibility (csr), preferably on research and development-related csr program on residential space trends and lifestyles.
Ideally, the client would like to discuss visions or objectives of their csr program, program details, governance, organisations, csr program management process, partnership, key performance index, management of intellectual property, pr, and marketing activities, among others.
We are interested in benchmarking and analysing csr programs of significant corporates.
This is a paid 90-minute phone interview, and the honorarium is set at $250.
To show your relevance in this space, please answer the questions below and briefly discuss your insights:
1. Are you well-versed with your company or foundation’s corporate social responsibility programs? Please discuss briefly.
2. Are you able to share the vision/goal of the r&d-related csr program and understand through which process it was developed? Please discuss briefly.
*please note that we are only interested in your personal point of view and are not seeking confidential information.
**referrals are highly appreciated
+62 Other Responses