Senior IFA Acquisitions & Integrations Lead

Mattioli Woods is seeking a senior, relationship led professional to drive the RIAs acquisition program. You will guide retiring advisers through the sale and ensure seamless integration, while balancing client interests and regulatory requirements.

This is a high impact role requiring trust, diplomacy, and expert stakeholder management. Reporting to the MD of Wealth, you'll coordinate cross functional teams, monitor progress, and contribute to playbooks, ensuring acquisitions deliver value for