PCM Encore is seeking exceptional business development professionals who are energized by competition, motivated by performance, and eager to help build one of the fastest-growing wealth management platforms in the country.
About PCM Encore
Help Build the Wealth Management Firm of the Future.
What if you could combine the resources of a leading wealth management institution, the technology of a Silicon Valley startup, and an ownership opportunity in a rapidly growing firm founded by a proven entrepreneur? That’s what we’re building at PCM Encore.
PCM Encore is a rapidly growing, founder-led wealth management firm and multi-family office. In less than two years, we’ve grown to more than $2 billion in client assets by combining sophisticated investment management, tax strategy, family office services, and a technology-driven approach to client acquisition and service.
But we’re just getting started.
Technology Is at the Center of Everything We Do
We believe the wealth management industry is on the verge of a fundamental transformation driven by artificial intelligence, automation, and better software. Most wealth management firms rely on legacy technology and processes that haven’t meaningfully changed in decades. We’re building something different.
Our advisors work alongside software engineers, investment professionals, and entrepreneurs to develop proprietary technology designed to eliminate repetitive work, improve client outcomes, and dramatically increase advisor productivity.
Our ambition is simple: Give exceptional wealth management professionals the technology and resources to accomplish more than they could anywhere else. We want our people spending less time on administrative tasks and more time doing what matters: solving complex problems, building client relationships, and delivering exceptional advice.
Built by Entrepreneurs, Not Career Bankers
PCM Encore was founded by Mike Paulus, former Founding President of Addepar and co-founder of Assurance IQ. Mike helped build Addepar into one of the wealth management industry’s leading technology platforms before co-founding Assurance IQ, which was acquired by Prudential for $2.35 billion. Today, we’re bringing that same entrepreneurial approach to wealth management.
We’re combining Silicon Valley’s approach to technology, talent, and innovation with the sophistication and personal relationships that define exceptional wealth management.
An Institutional-Quality Platform Without the Bureaucracy
Through our strategic relationship with Morgan Stanley and Graystone Consulting, led by Mark Curtis, our clients benefit from sophisticated investment capabilities and institutional resources. Our platform combines traditional wealth management with advanced tax planning, proprietary investment opportunities, accounting, and comprehensive family office services. We believe advisors should have access to exceptional resources without sacrificing the agility, autonomy, and personal service of an independent firm.
Build Equity, Not Just a Career
At most established wealth management firms, you’re helping build someone else’s business. At PCM Encore, we want our employees to participate directly in the value they help create. Our compensation philosophy includes broad-based equity ownership and revenue-sharing opportunities, aligning our team’s success with the long-term growth of the firm.
We’re looking for ambitious people who want more than a conventional career path. People who want to take ownership, influence how the business operates, and help build something that could become one of the defining wealth management companies of the next generation.
Why Join Now?
We’ve already demonstrated significant early traction, growing to more than $2 billion in client assets in under 24 months.
We’re investing in technology, expanding our capabilities, and assembling a team of exceptional professionals who want to rethink how wealth management works.
Joining now means having a meaningful voice in how the company develops, working directly with its founders, and participating in the growth of a business with substantial ambitions.
We’re not looking for people who simply want to work at another wealth management firm. We’re looking for people who want to help build a better one.
The Opportunity
We are hiring Vice President BD Advisors to help scale our national growth platform. This is a high-volume, inbound-focused business development role designed for competitive sales professionals who excel at executing repeatable processes, managing activity at scale, and converting qualified opportunities into long-term client relationships. Unlike traditional advisor recruiting or prospecting roles, this position is supported by a substantial inbound digital marketing engine.
You will engage qualified prospective clients primarily through Zoom and phone conversations, helping them evaluate PCM Encore's wealth management and family office capabilities. This role offers significant income potential and the opportunity to directly influence the evolution of a rapidly growing national acquisition platform.
Key Responsibilities
Client Acquisition & Business Development
Participate in approximately 8–12 client meetings per day once fully ramped
Conduct introductory and discovery meetings with qualified prospective clients across the United States
Manage a high-volume pipeline of inbound opportunities generated through digital marketing initiatives
Guide prospects through the sales process from initial engagement through onboarding
Build trust-based relationships with prospective clients and serve as a knowledgeable ambassador for the firm
Consistently achieve and exceed activity, conversion, and revenue targets
Client Consultation
Evaluate client financial situations, objectives, and investment needs
Develop and present illustrative portfolio recommendations and planning concepts
Communicate the value proposition of wealth management and family office services in a compelling manner
Partner with internal stakeholders to deliver a best-in-class client experience
Process Optimization
Leverage CRM, communication, and planning technologies to manage workflows efficiently
Utilize data and performance metrics to improve conversion rates and client outcomes
Manage phone, Zoom, email, and follow-up communications throughout the prospect journey
Construct sample client portfolios and recommendation materials
Maintain detailed records within CRM and planning systems
Collaborate regularly with leadership and cross-functional teams
Qualifications
Required
Series 65/66
Demonstrated success in business development, consultative sales, wealth management, financial services, or related industries
Strong ability to manage high activity levels while maintaining exceptional client engagement
Proven track record of exceeding performance expectations in a structured, metrics-driven environment
Excellent verbal communication and presentation skills
High level of professionalism, organization, and personal accountability
Comfort using technology platforms to drive efficiency and client outcomes
Preferred
CAIA, CIMA, or other similar designation
Experience in wealth management, RIAs, family offices, private banking, insurance, asset management, or financial advisory environments
FINRA licenses and/or investment industry credentials
Experience presenting investment portfolios or financial planning concepts
Familiarity with Salesforce, eMoney, Five9, Slack, and related technology tools
What Success Looks Like
Top performers in this role:
Operate with urgency, discipline, and consistency
Excel in high-velocity prospect engagement environments
Leverage data and process to improve outcomes
Build credibility quickly with affluent and high-net-worth clients
Consistently convert opportunities into long-term client relationships
Why Join PCM Encore?
Massive inbound lead flow with no cold prospecting requirement
Fully remote work environment from anywhere in the United States
Direct access to founders and executive leadership
Opportunity to help shape a rapidly growing national wealth platform
Significant earnings potential, including opportunities for top performers to exceed $500,000–$1,000,000+ annually
Potential participation in long-term equity and value-creation opportunities
*If you have your Series 65 or 66, please select "Yes" to both license/certification questions in the application process.