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About the role
Key responsibilities & impact- lead the end-to-end coordination and completion of M&A transactions
- ensure seamless alignment between strategy, diligence, deal execution, and integration planning
- partner closely with executive and senior leadership, business development, finance, legal, HR, IT, and business unit stakeholders
- own end to end execution, setting and driving timelines, milestones, and decision gates from diligence through pre- and post-closing of transactions
- identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle
- establish and maintain M&A playbooks, tools, and governance frameworks
- serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade-offs, and decisions required.
Requirements
What you’ll need- bachelor’s degree, MBA or other advanced degree preferred
- 10+ years of experience in practice management, business development, investment sales, consulting, or a related field
- proven track record of successfully leading complex, cross-functional projects and transactions
- deep knowledge of the full M&A lifecycle, including due diligence, execution, and post-transaction integration
- ability to influence and align stakeholders across multiple broker-dealer and RIA functions
- exceptional analytical, problem-solving, and decision-making skills
- outstanding communication and executive presentation abilities
Benefits
Comp & perks- paid time off
- paid holidays and floating holidays
- medical, dental, and vision coverage
- short- and long-term disability
- company-paid life insurance
- volunteer time off
- wellness incentives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
M&A transactionsdue diligencetransaction executionpost-transaction integrationrisk identificationproject managementgovernance frameworksplaybooks
Soft Skills
leadershipstakeholder alignmentanalytical skillsproblem-solvingdecision-makingcommunicationexecutive presentation
Certifications
bachelor’s degreeMBA
