Firm Development Manager

Firm Development Manager

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We are seeking an experienced Firm Development Manager to join our growing team in Denver, CO!

The Firm Development Manager plays a critical role in driving the growth strategy for the company. This individual will oversee the M&A Transition Specialists and future team members, ensuring a seamless integration process for newly acquired Financial Advisory firms. They will be responsible for leading due diligence efforts, managing transition plans, and optimizing M&A strategies to support business expansion.

This role requires strong expertise in mergers and acquisitions, project management, and leadership, with the ability to coordinate multiple stakeholders and ensure smooth transitions within the firm.

Minimum Requirements:

• 5+ years of experience in Mergers & Acquisitions and Financial Services
• 3+ years of leadership or project management experience, preferably in a corporate finance or business development role.
• Bachelor’s degree preferred
• Salesforce Reporting or Dashboard Experience
• FINRA Series 6, 7 or 66 preferred
• Project Management Professional (PMP) certification is a plus.
• Strong leadership and managerial skills required

Responsibilities:

• M&A Process – Oversee the M&A process, from the Advisor Recruiting through the Launch process.
• Due Diligence – Lead due diligence efforts, including financial assessments, risk evaluations and operational compatibility.
• Integration Strategies – Partner with legal, compliance, finance, and operations teams to ensure seamless transitions for newly acquired firms, advisors and clients, and adherence to regulatory requirements.
• Management – Supervise the daily activities of the Operations team, including the Office Managers and Receptionists, with a focus of executing on corporate objectives and goals.
• Meetings – Assist with daily huddles, weekly staff meetings and hold your assigned 1:1 meetings.
• Training – Provide initial training and ongoing professional development. Supervise, train, mentor, and coach staff to ensure maximum efficiency.
• Performance Evaluation – Periodically evaluate the performance of direct reports with the Chief Operating Officer.
• Scheduling – Coordinate Staff Schedules
• Strategic Initiatives – Develop and execute strategic initiatives to drive the firm’s expansion through mergers, acquisitions, and talent acquisitions.
• Collaborate with the leadership to refine the firm’s growth & development strategy.
• Ensure all acquisitions and transitions align with the firm’s mission, culture and financial objectives.
• Drive projects that involve continuous improvement within our project management framework.
• Coordinate and assign the work of various participants.
• Manage a portfolio of projects with an emphasis on Mergers, Acquisition and Transition.
• Leading projects in a Matrix management environment with cross-functional processes and teams.
• Train and coach employee(s).

Salary:

• 60,000-$130,000 based on experience

Benefits:

• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO

Hours:

• Monday-Friday, 8am-5pm
• In office: Denver, CO

Note: Only people who are currently living in Colorado will be considered for this role.

Presented by Advisor Employee Services Thank you for your interest in the Firm Development Manager role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!