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Retiring Advisor M&A Manager

Posted 4 days agoViewed

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💎 Seniority level: Manager, 8+ years

🔍 Industry: Wealth management

🏢 Company: Farther👥 251-500💰 $72,000,000 Series C 2 months agoConsultingFinancial ServicesWealth ManagementFinanceFinTech

⏳ Experience: 8+ years

Requirements:
  • 8+ years of relevant experience in business development, 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 in executing M&A transactions.
  • Excellence in relationship building and stakeholder management.
  • Strong financial modeling and valuation skills.
  • Demonstrated ability to communicate persuasively and discuss economics with potential sellers.
  • Resilient and results-oriented approach.
  • Series 7 and 63 licenses preferred.
Responsibilities:
  • Lead end-to-end M&A processes, from target identification through deal execution and integration.
  • Strategically build the industry's best acquisition go-to-market strategy, leveraging the Farther platform.
  • Develop compelling business cases for sellers while generating strong economics for the company.
  • Build and maintain relationships with key stakeholders in the top 20 RIA aggregators.
  • Create comprehensive valuation models and conduct thorough due diligence on potential acquisitions.
  • Structure and negotiate complex deal terms that align with Farther's strategic objectives.
  • Design and implement post-merger integration strategies to ensure successful transitions.
  • Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently.
  • Build an industry network and cement Farther as the acquirer of choice.
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