UNKNOWN

FEED

You'll own a portfolio of accounts, lead bi-weekly client calls, manage Meta campaigns, monitor results, contribute to ad messaging, and serve as the primary point of contact for your clients. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the economics work for their practice.

Clients Blackbox, Inc.

Meta Ads Strategist

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Performance Marketing Specialist

NOTE: Upper Compensation Range ($115K+) Candidates considered for the upper compensation range must demonstrate hands-on experience developing and optimizing direct-response ad copy, video scripts/VSLs, creative hooks, messaging angles, and conversion-focused funnels. You'll own a portfolio of client accounts end to end - leading client conversations, managing Meta performance, writing direct-response copy and video sales letter scripts, developing testing strategies, and diagnosing where performance can improve across the funnel.

Senior Demand Generation Manager

Meta Ads Specialist

This is a senior individual contributor opportunity for an experienced product leader who can bridge strategy and execution, identify meaningful AI opportunities, and collaborate across Product, Technology, Data, Architecture, Governance, and Business teams to deliver measurable impact. Working knowledge of generative AI, large language models (LLMs), retrieval-augmented generation (RAG), AI agents, prompt engineering, model evaluation, and AI observability.

EPC Eneric Petroleum

Senior Product Owner

Summary: The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

YEAR

Osaic

Finance Manager, M&A

Osaic Inc

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This individual will build senior-level relationships, identify new business opportunities, increase engagement with our research platform, and work closely with research analysts, sales professionals, corporate access, marketing, and senior leadership. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support.

Piper Sandler Companies

Head of RIA & Family Office Research Distribution

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. Working knowledge of one or more complex product categories, such as alternative investments, annuities, insurance strategies, structured products, defined-outcome ETFs, options-based ETFs, private markets, or similar structures.

Advisor Group

Complex Product Manager

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Senior Finance Manager, M&A

ADAPTED_NOW

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

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Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Supports the growth and retention of client assets by providing wealth planning advice/guidance to Investment Advisors to broaden the dialogue with clients, consolidate assets, and increase revenues. Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments.

HOUR

Bank of Montreal

Wealth Planner

We partner with Financial Advisors, Registered Investment Advisory (RIA) firms, and Broker-Dealer (BD) firms to provide innovative technology solutions for the wealth management space. In this role, you will assist with a variety of accounting tasks including data entry, reconciliation, and supporting the month-end close.

Davis Talent Search

Staff Accountant

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Develops and maintains valuation benchmarks by tracking comparable transaction multiples across the wealth management, RIA, and broker-dealer landscape, drawing on public comparables, precedent transactions, and private market data. Participates directly in calls with prospective sellers, advisor teams, and intermediaries, presenting the firm's value proposition, walking through indicative economics, fielding diligence questions, and maintaining relationships across the deal cycle.

Integrity Marketing Group, LLC

FP&A Manager, Wealth Strategy & Corporate Development

Mentor architects and senior engineers, communicate technical trade-offs clearly, and represent architecture in vendor negotiations, due diligence, and strategic planning. Familiarity with wealth-management technology such as Salesforce, portfolio management and rebalancing, trading and order management, account opening, and clearing or custodial integrations.

Enterprise Software Architect

This includes participating in designated onsite workdays and other required in-person activities, such as meetings, training, coaching, mentoring, problem-solving, and cross-functional collaboration, as determined by business needs. Understand and be accountable for executing all job functions in a way that is consistent with all requirements of state statutes, NCUA/FDIC, SEC, FINRA/SIPC, BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP).

Investment Advisor Jobs in Arizona

Meta Ads Strategist Clients Blackbox, Inc.

Performance Marketing Specialist Clients Blackbox, Inc.

Senior Demand Generation Manager Clients Blackbox, Inc.

Meta Ads Specialist Clients Blackbox, Inc.

Senior Product Owner EPC Eneric Petroleum

Finance Manager, M&A Osaic

Finance Manager, M&A Osaic Inc

Head of RIA & Family Office Research Distribution Piper Sandler Companies

Complex Product Manager Advisor Group

Senior Finance Manager, M&A Osaic Inc

Senior Finance Manager, M&A Osaic

Complex Product Manager Osaic Inc

Complex Product Manager Osaic

Wealth Planner Bank of Montreal

Staff Accountant Davis Talent Search

FP&A Manager, Wealth Strategy & Corporate Development Integrity Marketing Group, LLC

Enterprise Software Architect EPC Eneric Petroleum

Manager- Wealth Management TruWest Credit Union

Manager- Wealth Management TruWest

Manager- Wealth Management Find Your Calling

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