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Managing Partner

Alberta
Mid Level
full_time

Top Benefits

Equity participation and performance-based compensation
Full back-office, legal, and compliance support via Bailey LLP
Operational leadership of a $250M revenue-generating platform with existing infrastructure

About the role

Managing Partner – Wealth Advisory & Distribution

Division: Rockcliffe Capital

Location: Saskatchewan preferred | Remote within Western Canada considered

Employment Type: Full-Time | Partner Track

About Rockcliffe Capital

Rockcliffe Capital is a next-generation merchant banking platform. We advise, structure, and syndicate institutional-grade investment opportunities while consolidating and modernizing Canada’s private wealth architecture.

We are currently onboarding a licensed, multi-jurisdictional advisory business with over $250 million in assets under administration (AUA). We are seeking a Managing Partner – Wealth Advisory & Distribution to assume operational leadership of this platform and drive its evolution into a national wealth and insurance powerhouse.

Your Role

As Managing Partner, you will oversee the transition, integration, and national expansion of a high-performing MFDA and Insurance advisory platform. You will lead advisor engagement, compliance oversight, and growth strategy—supported by a dedicated legal, regulatory, and capital markets team.

Core Responsibilities

• Lead the end-to-end transition and operational management of the $250M AUA platform

• Maintain and oversee all MFDA and LLQP compliance functions across SK, AB, MB

• Retain and optimize performance of the existing advisor and administrative team

• Develop and execute the national distribution and advisor recruitment strategy

• Collaborate with Rockcliffe Capital’s exempt market team to embed structured products and alternative investment access

• Drive automation and modernization of onboarding, CRM, and suitability systems

• Represent the platform in strategic conversations with regulators, carriers, and dealer partners

Ideal Candidate

• Licensed or license-eligible under MFDA, with active LLQP certification

• 10+ years in wealth management, distribution leadership, or platform operations

• Experience managing or integrating advisor teams, books of business, or regional MGAs

• Proven success in advisor retention, compliance leadership, and scalable operations

• Strategic mindset with strong interpersonal and leadership presence

• Track record of building durable advisory platforms through acquisition or recruitment

What We Offer

• Operational leadership of a $250M revenue-generating platform with existing infrastructure

• Equity participation and performance-based compensation

• Full back-office, legal, and compliance support via Bailey LLP

• Strategic positioning within one of Canada’s most ambitious merchant banking groups

• A national roadmap to build the next-generation private wealth platform in Canada

About Rockcliffe Capital

Investment Banking
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Rockcliffe Capital is a modern merchant platform.

We partner with ambitious founders, family offices, and institutional investors to deliver high-impact results across three pillars:

Transaction Advisory – M&A, capital raising, and strategic exits via Rockcliffe Transaction Advisors

Research & Intelligence – Market insights, valuation benchmarks, and founder-focused deal data via Rockcliffe Research

Principal Investing – Co-investment and structured capital solutions through Rockcliffe Private Capital

We don’t just advise — we architect outcomes.

Looking for a strategic partner who understands your business? Let’s talk.