Corporate Development, Farther

• 8+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
• MBA from a top-tier institution
• Strong understanding of finance principles and deal construction
• Proven track record in executing M&A transactions
• Excellence in relationship building and stakeholder management
• Strong financial modeling and valuation skills
• Demonstrated ability to communicate persuasively and discuss economics with potential sellers
• Resilient and results-oriented approach
• Series 63 license preferred
• Direct experience with succession planning for financial advisors
• Background in wealth management operations or technology
• Network within the top 20 RIA aggregators

Desirable

• With $13 billion in assets under management, we've achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions
• Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices
• This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space
• You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms
• You'll lead end-to-end M&A processes, from target identification through deal execution and integration
• Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
• Develop compelling business cases for sellers while generating strong economics for the company
• Create comprehensive valuation models and committee memorandum and conduct thorough due diligence on potential acquisitions
• Structure and negotiate complex deal terms that align with Farther's strategic objectives
• Design and implement post-merger integration strategies to ensure successful transitions
• Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
• Build an industry network and cement Farther as the acquirer of choice