Teams at Current Real Estate Advisors

Join Cross Financial to transition and retain your transferable book of business while delivering comprehensive wealth management. Maintain client ownership, earn 60–80%+ payouts, collaborate with senior advisors, and pursue leadership and equity opportunities. Ideal for experienced advisors with strong client retention and custodian platform experience.

Partner with the RVP to deploy standardized operations across portfolio firms: improve billing/collections, reduce DSO, manage WIP, coordinate FP&A/Controller support, HR/legal/tech integration, build capacity for tuck-in acquisitions, and provide firm-level KPI insights and operational accountability.

Lead regional revenue growth through GTM execution, firm-level sales enablement, cross-sell activation, and tuck-in M&A readiness. Deploy Tech AI and Global Delivery, manage regional growth initiatives, and act as strategic partner to the RVP, driving pipeline, CRM adoption, and measurable revenue outcomes.