VP, Corporate Development

About the role

Bluespring Wealth Partners (Bluespring), part of Kestra Holdings, is an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operational scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. By partnering with best-in-class wealth advisors and their teams, Bluespring looks to perpetuate and enhance the value they bring to their clients, providing continuity and new opportunities.

Bluespring was established to help entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

Responsibilities

• Collaborate closely with the Bluespring President to execute a highly process-driven M&A growth strategy.
• Manage the top-of-the-funnel sales and marketing efforts to identify and engage potential acquisition targets.
• Develop a deep understanding of market trends and strategically assess opportunities to identify high-value prospects.
• Enhance acquisition processes by incorporating a CRM system and other data-driven tools and methodologies for improved target prioritization and seamless end-to-end transaction execution.
• Work cross-functionally with M&A, Marketing, and Business Development teams to enhance processes, including prospect engagement and other lead source efforts.
• Forge close working relationships with cross-functional leaders.
• Assist in the generation and dissemination of Bluespring’s value proposition to differentiate the firm from competitors in the market.
• Support lead-generation activities by overseeing both field and inside sales efforts, including initial prospect engagement.
• Engage in meaningful activity with industry groups, key events, and other promotional efforts throughout the region.
• Shepherd RIA firms and potential acquisition targets, ensuring best-in-class, white-glove treatment.
• Empower and arm industry contacts to be an extension and force multiplier for Bluespring’s expansion efforts.

Requirements

• 6+ years of overall relationship-based sales experience with 3+ years leading explosive growth in the financial services and wealth management industries.
• 10+ years of experience and strong knowledge of the RIA space preferred.
• Strong background with proven experience in driving and managing acquisition pipelines.
• Track record of executing on process and data-driven sales.
• History of aligning values, culture, platform, organic growth, systems, and process.
• Proven ability to continually utilize data, metrics, and measurements to shape strategies, optimize performance, and generate high-impact management reporting.
• Prior experience partnering with marketing and collaborating with other functions to design and implement an acquisition strategy.
• Significant industry background with up-to-date knowledge of the Wealth Management competitive landscape.
• Existing relationships with investment banks, financial institutions, and other deal originators in the wealth management and financial planning space preferred.
• Experience driving year-over-year growth, with a proven ability to analyze financial and market data to identify acquisition opportunities.
• Demonstrated ability to command respect and secure meetings with important executives and leaders.
• Experience serving as a liaison for executive leaders and partners to build working relationships.
• Strong communication skills and an ability to craft and deliver a persuasive and authentic value proposition.
• An execution-focused sales or M&A leader with a proven track record of originating deals.
• Relationship-oriented, results-driven, executor, with proven decision-making ability.
• Demonstrated ability to succeed in both large, structured organizations and entrepreneurial, high-growth environments.
• Ability to build and present thoughtful business cases to potential acquisition targets.
• Ability to interact with multiple management teams and concepts.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.