Chief Investment Officer

Megastar Advisors•Tarpon Springs, FL

About The Position

We are seeking a driven, entrepreneurial leader to build and lead our Registered Investment Advisor (RIA) division. This is a rare opportunity to step into a leadership role within a rapidly growing organization and shape the future of our advisory platform. With a network of 1,000+ active agents and over $1B annually in annuity premium, the foundation is already in place. Your mission is to activate, expand, and scale this opportunity into a thriving RIA business. This role is ideal for someone who understands the RIA landscape and is energized by building—someone who can create structure, drive adoption, and scale a high-impact division within an established platform. You’ll be leveraging existing infrastructure, resources, and advisor relationships to accelerate growth and bring a fully realized RIA offering to life.

Requirements

Proven experience in the RIA or financial advisory space
A track record of building or scaling a business unit, platform, or team
Strong knowledge of RIA compliance and regulatory requirements
A builder’s mindset—strategic, hands-on, and execution-focused
Exceptional communication, leadership, and relationship-building skills

Responsibilities

Design and launch the firm’s RIA division, including structure, service model, and operating framework within Megastar’s existing infrastructure
Engage existing advisors, understanding their business goals and guiding their transition into the RIA model
Develop and implement compliance and operational workflows aligned with RIA regulatory standards
Partner with executive leadership to align the RIA strategy with overall company growth objectives
Travel to advisor offices to present the RIA vision, drive adoption, and support transitions
Train and lead a growing team as the division scales
Enhance the advisor experience to drive retention, productivity, and long-term growth