Required Experience: + 7-10+ years of experience within the RIA industry, including a deep understanding of RIA operations across client service, investments, planning, compliance, billing, custodial relationships, and advisor workflows + Bachelor's degree required; MBA, CFP, CFA, or other advanced designation preferred + Demonstrated success leading complex operational initiatives, business transformations, or post-merger integrations + Strong project management and organizational leadership capabilities with the ability to drive execution across multiple concurrent priorities + Experience influencing senior leaders and cross-functional teams in dynamic, fast-paced environments + Strong technology acumen and familiarity with wealth management platforms, CRM, portfolio management, and financial planning tools + High emotional intelligence, sound judgment, authenticity, and strong situational awareness - including genuine investment in people's success and the ability to build trust while navigating uncertainty + Exceptional communication and relationship-building skills to engage with clients, advisors, and executive leadership + Ability to navigate ambiguity, challenge assumptions, and ask difficult but necessary questions + Growth mindset with intellectual curiosity about the future of wealth management Keyword: Director of M&A Integration From: Coldstream Wealth Management The right person will bring a deep understanding of how RIAs truly function across operations, client service, investments, planning, technology, compliance, and the advisor experience - combined with the leadership presence to guide teams through change with empathy, clarity, and accountability.