Vice President of Mergers & Acquisitions
- Serve as a consultative partner to financial advisors and firm leaders through all stages of M&A activity, from initial valuation and deal design through post-transaction integration.
- Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transaction frameworks.
- Collaborate with internal and external stakeholders including finance departments, legal teams, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding.
- Manage multiple concurrent projects and deliverables, ensuring all deal-related milestones are met with precision and timeliness.
- Translate complex financial, legal, and operational considerations into clear recommendations and actionable plans for decision-makers.
- Build dynamic financial models and scenario analyses in Excel to support valuation, deal structuring, and long-term forecasting.
- Maintain strong awareness of industry trends, advisor succession challenges, and evolving M&A best practices within the RIA and wealth management ecosystem.
- Bachelor’s degree in Finance, Business, Economics, or related field (MBA or advanced degree preferred).
- 5+ years of experience in management consulting, corporate development, or M&A advisory within the wealth management, financial services, or RIA space.
- Demonstrated experience partnering with financial advisors and firm executives on mergers, acquisitions, or succession transactions.
- Strong Excel and financial modeling skills with the ability to analyze and communicate complex data clearly.
- Exceptional project management, organizational, and interpersonal skills—able to balance multiple priorities across diverse stakeholder groups.
- Comfort operating in a fast-paced, dynamic environment with shifting priorities and tight deadlines.
- This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates.
- Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
- Occasional evening/weekend hours may be requested.
- Ability to travel up to 25%
- Full-time, Exempt
- $130,000-$170,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
- 401(k) matching
- Equity
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
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