About this role
Role Overview
- Facilitate advisor succession and acquisition activity by connecting advisors looking to sell and those seeking growth through acquisition.
- Build trusted relationships with advisors planning an exit or transitioning, and those pursuing growth.
- Leverage a formal matchmaking platform to align buyers and sellers based on fit, advising on valuation expectations and deal structures.
- Manage relationships with partner firms that could be acquirers or strategic buyers of practices.
- Support transaction execution by coordinating across teams to advance opportunities from introduction through close.
Requirements
- Bachelor’s degree required; advanced degree (MBA or equivalent) strongly preferred, with focus in finance, strategy, or business management.
- Minimum of 10–15 years of experience in business development, advisor services, M&A, succession planning, corporate development, or financial services.
- Prior experience working with advisors, RIAs, broker-dealers, or wealth management firms strongly preferred, including hands-on involvement in valuation discussions, deal structuring, and transaction execution.
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule