Retiring Advisor M&A Manager

Posted:
12/17/2024, 10:12:54 AM

Location(s):
New York, New York, United States ⋅ New York, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Remote

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

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!

#LI-REMOTE

Farther

Website: https://farther.com/

Headquarter Location: New York, New York, United States

Employee Count: 101-250

Year Founded: 2019

IPO Status: Private

Last Funding Type: Series B

Industries: Finance ⋅ Financial Services ⋅ FinTech ⋅ Impact Investing ⋅ Wealth Management