RIA channel · Nationwide
Got an open territory? Let's fill it.Happy where you are? Good. Let's talk anyway.
RIA-channel wholesalers, RDs and heads of distribution. That's all I do. Give me the metro and the seat, and I'll find who's already in front of RIAs there.
Carry an RIA territory? When a seat opens in your market, I'll call you. No résumé. Stays between us.
Where the RIA bench sits. Every dot is an RD or wholesaler covering RIAs. I know who sits where.
A note from Daniel
About Daniel Kelchner
I've recruited my whole career. I picked RIA-channel distribution on purpose. It's all I do now.
I know who's in which seat, who just moved and who's getting passed over.
You get me. Not a junior researcher. What you tell me stays between us. daniel@kelchnersearch.com · LinkedIn
Daniel
For firms hiring
Who I work for
Boutique asset managers, ETF issuers, interval-fund and alts shops, and SMA firms under 300 people.
RDs, externals, RIA consultants and the people who run them.
Not hiring right now? Fine. When you are, I'm here.
How a search runs
- We talk. You tell me the seat, the territory and the product.
- I tell you straight. If the seat's a tough sell (comp, product, territory), you hear it from me before we sign.
- We sign. Simple agreement.
- I go find them. I call the people who fit, not the ones reading job posts.
- You meet a short slate. Three or four people worth your time. Not a résumé dump.
- Offer and start. I stay in it until they're in the seat.
For people in the field
Thinking about a move?
Want to know what your seat's worth on the street? Two lines. Where you are, what you sell. No résumé.
Let's talk
Hiring? Tell me the territory and when you need someone.
In the field? A two-line note works.
Kelchner Search · Newport Beach, CA
daniel@kelchnersearch.com