Location
Sarasota
Job Type
Full-time
Posted
July 08, 2026
Job Description
This is a remote position.
About the Firm
We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team — their financial planner, trustee, attorney, and other personal parties — all in one place.
The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under o...