Piper Sandler

Head of Department

• Develop and lead the firm’s overall strategy for distributing investment research to RIAs, family offices, wealth managers, and other non-traditional institutional investors
• Build and maintain relationships with CIOs, portfolio managers, investment committee members, research directors, and other senior decision-makers
• Identify, prioritize, and pursue new business opportunities across RIA and family office channels
• Articulate the value of the firm’s research, including sector expertise, differentiated insights, thematic work, corporate access, and investment ideas
• Create customized engagement strategies based on each client’s investment process, portfolio structure, research needs, and buying preferences
• Coordinate meetings, calls, conferences, events, webinars, and other touchpoints between clients and the firm’s research analysts and investment professionals
• Partner with institutional sales, equity research, corporate access, marketing, and senior leadership on coordinated client coverage
• Develop and maintain a pipeline of prospective clients and opportunities, tracking activity, engagement, and conversion
• Gather market intelligence and client feedback to shape the firm’s research product, content strategy, and distribution model
• Increase awareness and utilization of the firm’s research among RIA and family office communities
• Support development of new products, services, and commercial models tailored to wealth management and family office clients
• Represent the firm at industry conferences, investment forums, allocator meetings, and other relevant events
• Ensure client activity and communications comply with firm policies, applicable regulations, and research distribution requirements
• Establish performance metrics and report on business development activity, client engagement, revenue opportunities, and results

Explore Head of RIA – Family Office Research Distribution at Piper Sandler. Review requirements and application details.