Boston, Massachusetts30+ days ago
We are seeking a Senior Vice President, Business Development Officer to lead advisor recruiting and business development efforts with advisor teams and independent RIAs throughout the Northeast territory, including Virginia, Washington DC, Maryland, Delaware, Pennsylvania, New York, Connecticut, Rhode Island, Massachusetts, New Hampshire, Vermont, and Maine. Over time, this individual becomes a recognized presence within the region and plays a key role in expanding Concurrent’s advisor footprint and assets under management by partnering with high-quality advisory businesses aligned with the firm’s long-term growth strategy.