Associate Director, Business Development (BridgePort)
About The Position
The Associate Director of Business Development plays a key role in supporting and executing Bridgeport’s acquisition growth strategy within the the Fee Only RIA marketplace . Reporting to the SVP of Business Development (BridgePort), this individual is responsible for supporting the sourcing, screening, and managing M&A opportunities while helping lead the seamless integration of acquired RIAs. The ideal candidate is a relationship-driven, highly organized professional with a deep understanding of the financial services landscape and a passion for strategic growth.
Requirements
- The ideal candidate would possess an intermediate level of experience, typically around 5 or more years, with Mergers & Acquisitions (M&A), corporate development, recruiting, and/or business strategy within the retail RIA or wealth management business channels.
Responsibilities
- Identify and develop potential acquisition leads in the Fee Only RIA and marketplace through proactive outreach, referrals, and industry networking
- Evaluate prospective RIAs by conducting professional screening and initial due diligence to assess alignment with BridgePort’s strategic goals
- Build and maintain strong relationships with key decision-makers, industry influencers, and financial professionals to support long-term growth opportunities
- Represent Bridgeport at industry conferences and events to promote brand visibility and develop acquisition pipelines
- Host Home Office Visits for acquisition prospects to provide an exceptional, informative and relationship experience
- Drive enterprise alignment with internal functions and acquired RIAs to support a smooth, coordinated integration and an effective onboarding strategy
- Serve as a liaison between acquisitions, conversion teams, and key departments to ensure alignment and timely resolution of integration needs
- Support the daily execution of the BridgePort business development strategy and contribute to plans that drive growth, revenue, and market expansion
- Monitor and share industry trends, competitive activity, and relevant market intel with internal stakeholders
- Maintain accurate acquisition records in CRM, including notes, documentation, lead tracking, and follow-up actions
- Prepare reports and updates for leadership related to pipeline status, integration milestones, and strategic insights
Benefits
- Our comprehensive benefits package is designed to support your health, well-being, and work-life balance.
- We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance.
- Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
