Head of RIA – Family Office Research Distribution

Piper Sandler

. Develop and lead the firm’s overall strategy for distributing investment research to RIAs, family offices, wealth managers, and other non-traditional institutional investors .

Posted 10/5/2026full-timeUnited StatesLead💰 $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in institutional sales and investment research distribution, with a strong ability to build relationships and generate revenue through consultative sales. Proficient in developing customized engagement strategies and ensuring compliance with regulatory standards.

Highest-signal resume keywords

Institutional Sales ExperienceInvestment Research SalesRelationship ManagementRegulatory ComplianceClient Engagement Strategies

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ResearchFinancial ServicesConsultative SalesMarket IntelligencePerformance MetricsNew Business DevelopmentRevenue GenerationClient Feedback AnalysisCustomized Engagement StrategiesDistribution Models

Soft Skills

Excellent CommunicationPresentation SkillsInterpersonal SkillsSelf-MotivatedOrganizational SkillsCollaboration Skills

Tools & Technologies

Research MarketplacesInvestment PlatformsThird-Party Research Distribution

Certifications & Qualifications

Bachelor's DegreeFINRA Licenses

Industry Keywords

RIAFamily OfficesWealth ManagementAsset ManagementEquity ResearchAlternative InvestmentsCapital MarketsInvestment Products

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of experience in institutional sales, research sales, asset management distribution, wealth management, or a related financial services role
Demonstrated experience selling investment research, investment products, or financial services to RIAs, family offices, private wealth managers, or other sophisticated investment organizations
Established relationships with senior professionals across the RIA and family office ecosystem
Strong understanding of how RIAs and family offices source, evaluate, and utilize investment research
Proven track record of developing new relationships and generating revenue through consultative, relationship-based sales
Excellent communication, presentation, and interpersonal skills
Ability to translate complex investment views and research into clear, relevant, and actionable client discussions
Highly self-motivated, entrepreneurial, organized, and comfortable operating in a growth-oriented environment
Strong collaboration skills and ability to work effectively with research analysts, salespeople, executives, and internal partners
Willingness to travel as needed for client meetings and industry events
Bachelor’s degree required
FINRA licenses may be required depending on the scope of the role
Preferred relationships with independent RIAs, large multi-office RIA platforms, multi-family offices, single-family offices, outsourced CIOs, and private wealth managers
Experience building a new sales channel or expanding an existing distribution business
Familiarity with equity research, alternative investments, capital markets, or institutional investment products
Experience working with research marketplaces, investment platforms, or third-party research distribution models
Understanding of regulatory and compliance considerations associated with investment research distribution

Benefits

Comp & perks

Annual incentive compensation
Employee health and well-being benefits
Benefits program supporting employees and their families