Top Benefits
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
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.
Top Benefits
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
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.