At a Glance
- Tasks: Lead the acquisition of RIAs and ensure smooth integration for retiring advisers.
- Company: Mattioli Woods, a trusted name in wealth management.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Join a dynamic team with opportunities for career advancement.
- Why this job: Make a significant impact by guiding advisers through their transitions.
- Qualifications: Strong relationship management skills and experience in stakeholder engagement.
The predicted salary is between 60000 - 80000 £ per year.
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
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Senior IFA Acquisitions & Integrations Lead in Leicester employer: Mattioli Woods Limited
Mattioli Woods Limited offers an exceptional work environment for the Hybrid Client Relations & Financial Operations Specialist, combining a competitive salary with hybrid working options that promote work-life balance. The company fosters a supportive team culture where employees are encouraged to grow and develop their skills in the financial services sector, making it an ideal place for those seeking meaningful and rewarding employment.
