For Heads of Distribution
The territory is open. The seat is still empty.
You have an open territory.
The guarantee is already budgeted.
The person you want is not looking at a posting.
They are on the road. They have a book of advisor relationships, a coverage model they understand, and a window that opens once, not on your hiring calendar. Many of the strongest RIA-channel people are on garden leave or a non-compete you cannot see from a résumé.
We work for Heads of Distribution, NSMs, and Heads of RIA. Asset managers. Alts-to-wealth platforms. Intermediary distribution.
The seats
- Regional Director
- Senior Market Leader
- External wholesaler
- RIA consultant
Territory-carrying people. Not a desk. Not a generalist search that also does ops, marketing, and the C-suite.
What you get is a principal who already knows the bench in the channel, and who will tell you who will take a call this quarter. Names, not a long list. Coverage that matches the seat: RIA, IBD, aggregator, national accounts, the internals, the product.
If the platform is not ready for the hire, we will say that too. An empty seat is expensive. The wrong person in it is worse.
What we are not
We do not recruit financial advisors. We do not run insurance producer search. We do not post a role and wait.
Twenty-five minutes with Daniel. Not a form. Territory and when you need someone in the seat is enough on the call.