Opportunity for RIA's
- New York, NY, United States
Applications open in a new tab.
Job details
- Posting language
- English
- Posted
Original job description
Opportunity for RIAs: Join a HNW Regional Bank
An established HNW Regional Bank based in the New York area is actively seeking to acquire Registered Investment Advisors (RIAs) with assets under management of $1 billion or more. We are particularly interested in firms that have a strong legacy focus, ensuring a seamless transition for clients and employees alike.
Your firm may not have a solid succession plan in place while wanting to keep a commitment to maintaining client relationships. This HNW Regional bank is offering the opportunity to take over back-office operations while allowing founders to continue their legacy - whether by remaining involved in the business or transitioning into retirement. If you’re looking to enhance your practice while preserving the values you’ve built, we’d love to connect!