Managing Director – Strategic Equity Investment Partnerships
Advisors Excel, Topeka, KS, United States
Position:
Managing Director – Strategic Equity Investment Partnerships
Location:
Split Between Topeka & Lenexa, KS Offices - Hybrid
Job Id: 2586
# of Openings: 1
Position: Managing Director – Strategic Equity Investment Partnerships
Reporting to: Managing Partner
Overview Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network.
In this role, you’ll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high‑potential opportunities and driving them through structuring, negotiation, and successful execution. Once a partnership is established, you will step in as the primary relationship owner and strategic advisor, working directly with founders and leadership teams to help their businesses grow, scale, and succeed.
This is a highly visible role that plays a critical part in both bringing new partnerships to life and ensuring their long‑term success.
What you’ll do Deal Execution & Structuring
Take ownership of partnership opportunities once they are sourced and qualified
Lead structuring and negotiation of minority equity investments and strategic capital partnerships
Drive end‑to‑end transaction execution, including due diligence, financial analysis, valuation, legal coordination, and closing
Collaborate with internal stakeholders and external partners to ensure efficient and effective deal execution
Ensure all transactions align with Advisors Excel’s long‑term, non‑controlling investment philosophy
Partner Onboarding & Relationship Management
Serve as the primary relationship owner following transaction close
Lead onboarding and integration of partner firms into the Advisors Support Network
Build and maintain trusted relationships with founders, owners, and leadership teams
Act as the central connection point between partner firms and internal resources
Strategic Advisory & Business Coaching
Serve as a strategic advisor to partner firms, providing guidance on growth, performance, and operational effectiveness
Coach advisor offices on key business drivers including client growth, recruiting, operational scale, M&A, and succession planning
Identify opportunities to improve profitability, efficiency, and enterprise value
Connect partner firms with internal resources such as finance, compliance, operations, and investment solutions
Support the development and execution of long‑term strategic plans
Experience you’ll bring
5–10+ years of experience in wealth management, investment banking, private equity, corporate development, or advisor‑focused partnerships
Proven experience leading transaction execution, including structuring, negotiating, and closing deals
Strong financial acumen, including valuation, financial modeling, and deal analysis
Experience working directly with founders, entrepreneurs, or executive leadership teams
Ability to operate effectively as both a transaction leader and a long‑term strategic advisor
Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker‑dealers, custodians, and advisor platforms
Bonus Points
MBA, CFA, CFP®, CEMA, or other relevant professional designation
Experience supporting business growth, operational improvement, or post‑transaction value creation
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on‑site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr
Managing Director – Strategic Equity Investment Partnerships
Location:
Split Between Topeka & Lenexa, KS Offices - Hybrid
Job Id: 2586
# of Openings: 1
Position: Managing Director – Strategic Equity Investment Partnerships
Reporting to: Managing Partner
Overview Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network.
In this role, you’ll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high‑potential opportunities and driving them through structuring, negotiation, and successful execution. Once a partnership is established, you will step in as the primary relationship owner and strategic advisor, working directly with founders and leadership teams to help their businesses grow, scale, and succeed.
This is a highly visible role that plays a critical part in both bringing new partnerships to life and ensuring their long‑term success.
What you’ll do Deal Execution & Structuring
Take ownership of partnership opportunities once they are sourced and qualified
Lead structuring and negotiation of minority equity investments and strategic capital partnerships
Drive end‑to‑end transaction execution, including due diligence, financial analysis, valuation, legal coordination, and closing
Collaborate with internal stakeholders and external partners to ensure efficient and effective deal execution
Ensure all transactions align with Advisors Excel’s long‑term, non‑controlling investment philosophy
Partner Onboarding & Relationship Management
Serve as the primary relationship owner following transaction close
Lead onboarding and integration of partner firms into the Advisors Support Network
Build and maintain trusted relationships with founders, owners, and leadership teams
Act as the central connection point between partner firms and internal resources
Strategic Advisory & Business Coaching
Serve as a strategic advisor to partner firms, providing guidance on growth, performance, and operational effectiveness
Coach advisor offices on key business drivers including client growth, recruiting, operational scale, M&A, and succession planning
Identify opportunities to improve profitability, efficiency, and enterprise value
Connect partner firms with internal resources such as finance, compliance, operations, and investment solutions
Support the development and execution of long‑term strategic plans
Experience you’ll bring
5–10+ years of experience in wealth management, investment banking, private equity, corporate development, or advisor‑focused partnerships
Proven experience leading transaction execution, including structuring, negotiating, and closing deals
Strong financial acumen, including valuation, financial modeling, and deal analysis
Experience working directly with founders, entrepreneurs, or executive leadership teams
Ability to operate effectively as both a transaction leader and a long‑term strategic advisor
Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker‑dealers, custodians, and advisor platforms
Bonus Points
MBA, CFA, CFP®, CEMA, or other relevant professional designation
Experience supporting business growth, operational improvement, or post‑transaction value creation
What you’ll get
Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Access to an on‑site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!
Who We Are Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#J-18808-Ljbffr