Deputy Head, M&A Strategy & Growth

Equitable Advisors; New York (NY); Hybrid; USD 400,000 - 483,000; Full time

Job summary

Equitable is seeking a Deputy Head of Mergers and Acquisitions to shape and execute the company’s M&A strategy across Retirement, Wealth Management, and Asset Management, with emphasis on Wealth Management. This senior role leads origination, evaluation, and execution of complex transactions, partnering with executives to advance long-term growth.

The hybrid role requires on-site presence 2–3 days per week, with total compensation ranging from $400,000 to $483,000, plus incentives and benefits.

Qualifications

• Bachelor's degree required.
• MBA or advanced degree preferred.
• 7+ years of progressive M&A experience.
• Wealth Management, broker-dealer, or RIA landscape knowledge desirable.
• Strong financial modeling, valuation, and deal structuring skills.

Responsibilities

• Originate and evaluate acquisition, divestiture, reinsurance, and strategic partnership opportunities.
• Lead complex M&A transactions from initial evaluation through close.
• Coordinate cross-functional deal teams across finance, legal, tax, accounting, and risk.
• Present strategic recommendations and pipeline updates to senior leadership.

Skills

M&A Strategy

Strategic Planning

Financial Modeling

Executive Communication

Education

Bachelor's degree

MBA preferred

Tools

Excel

PowerPoint

S&P Capital IQ

Job description

Equitable is seeking a Deputy Head of Mergers and Acquisitions to shape and execute the company’s M&A strategy across Retirement, Wealth Management, and Asset Management, with emphasis on Wealth Management. This senior role leads origination, evaluation, and execution of complex transactions, partnering with executives to advance long-term growth.

The hybrid role requires on-site presence 2–3 days per week, with total compensation ranging from $400,000 to $483,000, plus incentives and benefits.