Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT)

The Sourcer, Mergers, Acquisitions, & Tuck-ins (MAT) will drive Centura Wealth Advisory’s strategy to source, evaluate, and recruit high-quality independent advisors and advisory teams to support our inorganic growth initiatives. This role will build and manage a robust pipeline of potential advisor targets, conducting thorough assessments of cultural and operational fit while maintaining relationships that position Centura as an employer of choice within the wealth management industry.

The ideal candidate will combine strong sourcing expertise, deep knowledge of advisor economics, and excellent interpersonal skills to identify and attract top talent.

Primary Responsibilities:

Advisor Pipeline and Development Sourcing

• Build and maintain a comprehensive pipeline of potential advisor recruits, team lift-outs, and tuck-in candidates aligned with Centura's growth strategy and M&A targets.
• Develop and execute a multi-channel sourcing strategy including networking, industry events, referral partnerships, and proactive outreach to identify high-caliber advisors and teams.
• Leverage market intelligence, advisor databases, and industry research to identify advisors matching specific criteria (AUM, book characteristics, geographic location, team size, etc.).
• Conduct initial outreach and qualification calls to assess interest, cultural alignment, and strategic fit prior to formal M&A engagement.

Advisor Evaluation and Assessment

• Assess potential recruits based on tangible metrics (AUM, fee structure, client profile, growth trends) and qualitative factors (advisor quality, team dynamics, vision alignment).
• Prepare evaluation summaries and recommendations for the M&A leadership and executive team.
• Support the M&A team in advisor discovery meetings by providing contextual background and relationship insights.

Relationship Building and Engagement

• Cultivate and nurture long-term relationships with advisors, creating a talent network of warm prospects for future recruitment efforts.
• Represent Centura as an attractive, growth-oriented employer; articulate value proposition and career opportunities clearly and persuasively.
• Manage recruiter-to-advisor touchpoints throughout the lifecycle, maintaining professionalism and transparency.

Market Intelligence and Strategy

• Stay abreast of advisor movement, industry consolidation trends, and competitive positioning within the RIA landscape.
• Provide market insights to inform M&A strategy and recruitment priorities.
• Benchmark Centura's value proposition against competitive firms to enhance recruitment effectiveness.

Administration and Reporting

• Maintain accurate and organized records of all recruiter activities, pipeline progress, and advisor interactions using internal systems.
• Provide regular updates and pipeline reports to the M&A leadership and executive team.
• Support the M&A team with research, materials preparation, and administrative tasks as needed.
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Knowledge, Skills, and Abilities:

• Exceptional networking and relationship-building capabilities; ability to establish credibility and trust quickly with high-level professionals.
• Strong communication and presentation skills; able to articulate complex concepts clearly to diverse audiences.
• Deep understanding of wealth management industry dynamics, advisor economics, client transition processes, and acquisition considerations.
• Research and analytical skills; comfortable working with data to identify patterns and evaluate opportunities.
• Self-directed and resourceful; able to work independently while managing multiple prospects and maintaining pipeline momentum.
• Attention to detail and strong organizational skills; ability to manage complex outreach and follow-up sequences.
• Collaborative mindset; able to work cross-functionally with M&A, legal, operations, and executive teams.
• High emotional intelligence and discretion; understanding of sensitive advisor conversations and confidentiality requirements.
• Proactive and results-oriented; committed to pipeline targets and conversion metrics.

Minimum Qualifications:

• 4-7+ years of experience in advisor recruiting, business development, or sales in the wealth management industry.
• Demonstrated success building and managing a recruiter pipeline; proven track record of identifying and qualifying high-quality advisor targets.
• Deep knowledge of the independent wealth management industry, including RIA models, advisor compensation structures, and team dynamics.
• Strong networking capabilities and established relationships within the RIA and wealth management communities.
• Excellent communication, negotiation, and interpersonal skills.
• Understanding of M&A dynamics and the acquisition process in the wealth management sector is strongly preferred.
• Must be able to satisfactorily complete Centura's hiring process requirements, which include background checks.
• Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Success Looks Like

• A robust pipeline of potential advisor recruits, team lift-outs, and tuck-in candidates aligned with Centura’s growth strategy developed and maintained
• A measurable increase in number of qualified candidates willing to engage in further conversations
• Establish Centura as an attractive, growth-oriented employer with a clearly articulated value proposition within the RIA community

Competencies:

• Grit
• Communication
• Influencing Others
• Results-Oriented
• Innovation
• Emotional Intelligence
• Economic Awareness
• Forward Thinking

Centura Investment Advisory, headquartered in San Diego with a national presence, is an SEC Registered Investment Advisory firm delivering innovative Investment and Wealth Management services to affluent families, business owners, and Corporate Executives. Our skilled professionals have been crafting sophisticated financial solutions as a team since 2005, yielding total Investment efficiency and purpose to those looking to liberate their wealth.

We achieve this by focusing on our clients' needs, upholding the highest ethical standards, fostering a tradition of quality, and investing in the individuals who, together, form our team. In doing so we cultivate a culture of excellence visible throughout all facets of the company, our practices, and most of all, the work we do for our clients.

At Centura Wealth Advisory, we are committed to creating a diverse and inclusive environment where all employees feel valued and respected. We are proud to be an Equal Opportunity Employer and we welcome applicants from all backgrounds. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.

Pay:

This position is exempt and is paid according to the laws of the State of California or if remote the state in which the selected candidate resides. The pay range for this position is $89,200.00 - $90,800.00 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.