Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT)

Primary Responsibilities

• Sourcing Build and maintain a comprehensive pipeline of potential advisor recruits, team lift-outs, and tuck-in candidates aligned with Centura's growth strategy and M&A targets.
• Develop and execute a multi-channel sourcing strategy including networking, industry events, referral partnerships, and proactive outreach to identify high-caliber advisors and teams.
• Leverage market intelligence, advisor databases, and industry research to identify advisors matching specific criteria (AUM, book characteristics, geographic location, team size, etc.).
• Conduct initial outreach and qualification calls to assess interest, cultural alignment, and strategic fit prior to formal M&A engagement.
• Assess potential recruits based on tangible metrics (AUM, fee structure, client profile, growth trends) and qualitative factors (advisor quality, team dynamics, vision alignment).
• Prepare evaluation summaries and recommendations for the M&A leadership and executive team.
• Support the M&A team in advisor discovery meetings by providing contextual background and relationship insights.
• Cultivate and nurture long-term relationships with advisors, creating a talent network of warm prospects for future recruitment efforts.
• Represent Centura as an attractive, growth-oriented employer; articulate value proposition and career opportunities clearly and persuasively.
• Manage recruiter-to-advisor touchpoints throughout the lifecycle, maintaining professionalism and transparency.
• Stay abreast of advisor movement, industry consolidation trends, and competitive positioning within the RIA landscape.
• Provide market insights to inform M&A strategy and recruitment priorities.
• Benchmark Centura's value proposition against competitive firms to enhance recruitment effectiveness.
• Maintain accurate and organized records of all recruiter activities, pipeline progress, and advisor interactions using internal systems.
• Provide regular updates and pipeline reports to the M&A leadership and executive team.
• Support the M&A team with research, materials preparation, and administrative tasks as needed.
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Knowledge, Skills, And Abilities

• Exceptional networking and relationship-building capabilities; ability to establish credibility and trust quickly with high-level professionals.
• Strong communication and presentation skills; able to articulate complex concepts clearly to diverse audiences.
• Deep understanding of wealth management industry dynamics, advisor economics, client transition processes, and acquisition considerations.
• Research and analytical skills; comfortable working with data to identify patterns and evaluate opportunities.
• Self-directed and resourceful; able to work independently while managing multiple prospects and maintaining pipeline momentum.
• Attention to detail and strong organizational skills; ability to manage complex outreach and follow-up sequences.
• Collaborative mindset; able to work cross-functionally with M&A, legal, operations, and executive teams.
• High emotional intelligence and discretion; understanding of sensitive advisor conversations and confidentiality requirements.
• Proactive and results-oriented; committed to pipeline targets and conversion metrics.

Minimum Qualifications

• 4-7+ years of experience in advisor recruiting, business development, or sales in the wealth management industry.
• Demonstrated success building and managing a recruiter pipeline; proven track record of identifying and qualifying high-quality advisor targets.
• Deep knowledge of the independent wealth management industry, including RIA models, advisor compensation structures, and team dynamics.
• Strong networking capabilities and established relationships within the RIA and wealth management communities.
• Excellent communication, negotiation, and interpersonal skills.
• Understanding of M&A dynamics and the acquisition process in the wealth management sector is strongly preferred.
• Must be able to satisfactorily complete Centura's hiring process requirements, which include background checks.