Chief Investment Officer

We are seeking a driven, entrepreneurial leader to build and lead our Registered Investment Advisor (RIA) division. This is a rare opportunity to step into a leadership role within a rapidly growing organization and shape the future of our advisory platform.

With a network of 1,000+ active agents and over $1B yearly in annuity premium, the foundation is already in place. Your mission is to activate, expand, and scale this opportunity into a thriving RIA business.

The Opportunity

This role is ideal for someone who understands the RIA landscape and is energized by building—someone who can create structure, drive adoption, and scale a high-impact division within an established platform.

You’ll be leveraging existing infrastructure, resources, and advisor relationships to accelerate growth and bring a fully realized RIA offering to life.

What You’ll Do

• Design and launch the firm’s RIA division, including structure, service model, and operating framework within Megastar’s existing infrastructure
• Travel to engage existing advisors, understanding their business goals and guiding their transition into the RIA model
• Develop and implement compliance and operational workflows aligned with RIA regulatory standards
• Partner with executive leadership to align the RIA strategy with overall company growth objectives
• Travel to advisor offices to present the RIA vision, drive adoption, and support transitions
• Train and lead a growing team as the division scales
• Enhance the advisor experience to drive retention, productivity, and long-term growth

What You’ll Build

• A fully operational, high-performing RIA division
• Scalable systems and processes for advisor onboarding, support, and growth
• A stronger, more integrated advisor network leveraging existing relationships
• A platform positioned for long-term, sustainable expansion

What You Bring

• Proven experience in the RIA or financial advisory space
• A track record of building or scaling a business unit, platform, or team
• Strong knowledge of RIA compliance and regulatory requirements
• A builder’s mindset—strategic, hands-on, and execution-focused
• Exceptional communication, leadership, and relationship-building skills

Why This Role

• Foundational leadership opportunity with the ability to shape strategy and execution
• Direct visibility and collaboration with executive leadership
• Access to a built-in network of advisors and existing production
• Competitive compensation with performance-based upside
• Significant long-term growth and leadership potential