Director, Business Transitions

Ladders; United States; Remote; USD 225,000 - 250,000; Full time

Benefits offered by this job

Company-paid life and AD&D insurance

Short-term and long-term disability

Multiple medical plan options

Health Savings Account with company

Dental and vision insurance

14 paid holidays

Paid time off for vacation and sick

Paid parental leave of 8 weeks

Adoption assistance reimbursement

401(k) retirement plan with matching

Personalized financial planning

Job summary

Our client, a leader in the Finance & Insurance space, seeks a Director, Business Transitions to guide clients through ownership transitions with a focus on transaction execution, planning, and informed decision-making.

The Director partners with deal professionals and client advisors to translate evolving deal terms into practical guidance, while maintaining trusted relationships with external partners and ensuring a smooth advisory transition.

Qualifications

• 8-15 years of experience in M&A transactions or related advisory roles.
• Ability to communicate complex deal structures and valuation clearly.
• Experience advising privately held business owners and executives.
• Series 65 required; CFP, CFA, CPA, or JD preferred.
• Bachelor's degree required; MBA or advanced degree preferred.

Responsibilities

• Collaborate on live transactions as the subject matter expert in deal execution.
• Engage with clients' bankers, attorneys, and accountants to validate deal structures and planning decisions.
• Model after-tax proceeds in real time as deal terms evolve.
• Support internal teams with credible insights during client transactions.
• Engage business owners throughout the transaction process to ensure integrated planning.
• Facilitate a seamless handoff to dedicated advisors post-transaction.
• Build and maintain a referral network with investment bankers, M&A attorneys, and accountants.

Skills

Deal execution

Relationship building

Communication

Ambiguity navigation

Education

Bachelor's degree

MBA or advanced degree preferred

Job description

For our client, we are seeking a Director, Business Transitions to join the team of a leader in the Finance & Insurance space.

This role will support clients navigating complex ownership transitions, with a focus on transaction execution, planning, and informed decision-making. The Director will partner closely with deal professionals and client advisors to help translate evolving deal terms into practical guidance. This position also plays an important role in maintaining trusted relationships with external partners and ensuring a smooth transition from transaction work into ongoing advisory support.

Location: Remote

Compensation: $225,000 – $250,000 annually

Responsibilities

• Collaborate on live transactions as the subject matter expert in deal execution
• Engage with clients' bankers, attorneys, and accountants to validate deal structures and planning decisions
• Model after-tax proceeds in real time as deal terms evolve
• Support internal teams with credible insights during client transactions
• Engage business owners throughout the transaction process to ensure integrated planning
• Facilitate a seamless handoff to dedicated advisors post-transaction
• Build and maintain a referral network with investment bankers, M&A attorneys, and accountants

Qualifications

• 8-15 years of experience in M&A transactions, including investment banking, advisory, or corporate development
• Ability to communicate complex deal structures and valuation clearly to clients and their teams
• Experience advising privately held business owners and executives, not just large corporations
• Generalist knowledge across deal dynamics, tax implications, and planning strategies
• Strong relationship-building skills with a focus on trust and long-term engagement
• Comfortable navigating ambiguity and complex deal scenarios
• Series 65 required; CFP, CFA, CPA, or JD preferred
• Bachelor's degree required; MBA or advanced degree preferred

Benefits

• Company-paid life and AD&D insurance
• Short-term and long-term disability insurance at no cost
• Multiple medical plan options, including HDHP and traditional plans
• Health Savings Account with company contributions for HDHP enrollees
• Comprehensive dental and vision insurance plans
• 14 paid holidays, including a full week off at Thanksgiving
• Generous paid time off for vacation and sick days
• Paid parental leave of 8 weeks and maternity benefits
• Adoption assistance reimbursement program
• 401(k) retirement plan with matching contributions
• Personalized financial planning services at employee pricing

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.