Retiring Advisor M&A Manager

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

Bonus Points 

• Previous experience at a private bank or RIA aggregator
• Direct experience with succession planning for financial advisors
• Background in wealth management operations or technology
• Experience with post-merger integration
• Network within the top 20 RIA aggregators
• Additional relevant certifications (CFA, CFP, etc.)

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!
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