Integrated Partners

Since 1996, Integrated Partners has been helping financial advisors to achieve their entrepreneurial vision. We offer comprehensive business building services, designed with the truly independent advisor in mind. With one hundred and forty-one advisors, one hundred and twenty-seven CPAs and forty regional offices across the United States, Integrated has built our reputation advisor by advisor, client by client. Constructed and grown upon a foundation of empowerment, integrity and trust, we believe in the power that financial advisors have to make a positive impact on people’s lives. Integrated supports advisors by offering a completely customizable open architecture business environment: technology, investment management, advanced planning, CPA partner program, family office platform, custody, marketing, public relations, M&A, succession planning and comprehensive business counsel.

Aug 15, 2022  
Position Description: The Vice President, BDO will focus on driving the recruitment of top tier advisors within the RIA, wirehouse and IBD space via the Integrated Partner’s affiliation model. Core market opportunity/focus is advisors/firms with $75M+ of AUM. Advisors can be fee-based/hybrid advisors and RIAs.   Essential Functions: Ability to articulate and champion the Integrated platform and resources Serve as a subject matter expert within the industry and deploy a consultative approach for prospective advisors interested in better understanding the Integrated platform and the benefits to their business model Develop and support recruiting strategies which will further elevate the Integrated brand and in turn the pipeline of prospective advisors Identify qualified advisors through outbound activities to include sales calls, networking, social media and traditional marketing efforts, in partnership with Integrated’s...
Integrated Partners Remote Full time