4 часа назад
Corporate Development Director (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Corporate Development Director (Fintech): Leading end-to-end M&A transactions for a rapidly scaling wealth management platform with an accent on acquisition strategy, valuation, due diligence, and deal structuring. Focus on identifying RIA acquisition targets, negotiating complex terms, and designing post-merger integration strategies.
Location: Hybrid - New York, NY
Company
is a rapidly growing registered investment advisor combining expert advisors with technology to deliver tailored wealth management services.
What you will do
- Lead end-to-end M&A processes, from identifying targets through deal execution and integration.
- Build an acquisition go-to-market strategy for retiring advisors and RIA firms.
- Develop seller business cases, valuation models, and committee memoranda.
- Conduct due diligence and structure and negotiate complex transaction terms.
- Design and implement post-merger integration strategies.
- Collaborate with operations, product, recruiting, finance, legal, and compliance teams while expanding the industry network.
Requirements
- 4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking.
- MBA from a top-tier institution.
- Strong finance, financial modeling, valuation, and deal construction skills.
- Proven experience executing M&A transactions.
- Strong relationship-building, stakeholder management, and persuasive communication skills.
- Resilient and results-oriented approach.
Nice to have
- Wealth management or RIA aggregator experience.
- Experience with financial advisor succession planning or post-merger integration.
- Network within the top 20 RIA aggregators.
- CFA, CFP, or other relevant certifications.
Culture & Benefits
- Collaborative, entrepreneurial environment at a fast-scaling fintech startup.
- Competitive compensation package tied to impact.
- Full health benefits, 401(k) matching, and Roth IRA options.
- Unlimited paid time off.
- Opportunity to shape growth and define an individual career path.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
11 часов назад
M&A Associate (Fintech)
150 000 - 300 000$
9 часов назад
Director, Corporate Development (Digital Infrastructure)
5 часов назад
Strategic Finance and Corporate Development Manager (Real Estate)
150 000 - 180 000$
4 часа назад
Director, FP&A Deal Desk
150 000 - 170 000$
9 часов назад
Director, Strategic Finance
11 часов назад
FP&A Director (AI)
190 - 245$