Leads the full M&A lifecycle for acquisitions in the RIA space, including sourcing, valuation, diligence, negotiation, and integration. The role requires at least four years of relevant transaction experience, strong financial modeling skills, and an MBA.
Salary not listed
Hybrid8+ YOEBusiness Development
About the role
Responsibilities
Lead end-to-end M&A processes, from target identification through deal execution and integration.
Work with internal and external sourcing resources to build an acquisition go-to-market strategy in the RIA space.
Develop business cases for sellers while generating strong economics for the company.
Create valuation models and committee memoranda, and conduct thorough due diligence on potential acquisitions.
Structure and negotiate complex deal terms aligned with strategic objectives.
Design and implement post-merger integration strategies.
Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently.
Build an industry network and establish the company as an acquirer of choice.
Requirements
4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking.
MBA from a top-tier institution.
Strong understanding of finance principles and deal construction.
Proven track record executing M&A transactions.
Excellent relationship-building and stakeholder-management skills.
Strong financial modeling and valuation skills.
Ability to communicate persuasively and discuss economics with potential sellers.
Resilient and results-oriented approach.
Nice-to-Haves
Experience in wealth management or with an RIA aggregator.
Direct experience with succession planning for financial advisors.
Post-merger integration experience.
Network within the top 20 RIA aggregators.
CFA, CFP, or other relevant certifications.
Additional industry experience.
Compensation and Benefits
Competitive compensation package that rewards impact.
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