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Retiring Advisor M&A Manager

Remote:

Full Remote

Experience:

Senior (5-10 years)

Work from:

United States

Offer summary

Qualifications:

MBA from a top-tier institution, 5+ years in private equity or investment banking, Strong financial modeling and valuation skills, Preferably hold Series 7 and 63 licenses.

Key responsabilities:

Lead end-to-end M&A processes
Develop comprehensive valuation models

Farther Fintech: Finance + Technology Scaleup https://farther.com/

51 - 200 Employees

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Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

This role combines corporate development expertise with deep industry knowledge to drive Farther's acquisition strategy within the RIA space. You'll be responsible for identifying, evaluating, and executing M&A opportunities with retiring advisors and RIA firms, particularly focusing on the top 20 RIA aggregators.

Your Impact

Lead end-to-end M&A processes, from target identification through deal execution and integration
Build and maintain relationships with key stakeholders in the top 20 RIA aggregators
Develop comprehensive valuation models and conduct thorough due diligence on potential acquisitions
Structure and negotiate complex deal terms that align with Farther's strategic objectives
Create detailed financial models and investment memorandums for potential transactions
Design and implement post-merger integration strategies to ensure successful transitions
Collaborate with legal, compliance, and operations teams to execute deals efficiently

The Ideal Match

MBA from a top-tier institution
5+ years of relevant experience in private equity or investment banking
Proven track record in executing M&A transactions, preferably in wealth management or financial services
Deep understanding of RIA business models and industry dynamics
Strong financial modeling and valuation skills
Experience in deal structuring and negotiation
Excellence in relationship building and stakeholder management
Series 7 and 63 licenses preferred