Director, Mergers & Acquisitions (Remote optional)

Carson Group; Omaha (NE); On-site; USD 100,000 - 120,000; Full time

Job summary

Carson Group is seeking a senior professional to lead tuck-in acquisitions, overseeing the full lifecycle from opportunity handoff to onboarding. You will build financial models, conduct valuations, and shape deal structures aligned with strategic goals.

The role requires collaboration across internal teams, external advisors, and multiple Carson locations to keep transactions moving efficiently. Ideal candidates bring 5+ years in M&A or related fields, strong modeling, and exceptional

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Minimum five years of experience in mergers and acquisitions or related field.
• Experience leading or supporting transactions through valuation, due diligence, closing, and integration.
• Strong financial modeling and valuation capabilities with analytical and problem-solving skills.
• Excellent communication, project management, and ability to coordinate multiple stakeholders.
• Willingness to travel as needed.

Responsibilities

• Own execution of tuck-in acquisitions from opportunity handoff through closing and onboarding.
• Develop transaction plans, timelines, deliverables; coordinate responsibilities.
• Create financial models, valuations, and deal structures reflecting economics.
• Lead due diligence with internal and external experts; raise material findings.
• Support negotiations of valuation, terms, and transition expectations.
• Coordinate closing requirements and onboarding plans with counsel and teams.
• Maintain records of active/inactive/completed transactions and report progress.

Skills

Financial Modeling

Valuation

Analytical Skills

Problem-solving

Project Management

Communication Skills

Travel Flexibility

Education

Bachelor's degree in Finance, Accounting, Economics, Business

Job description

Job Details

Description

Purpose of Position: Lead the execution of tuck-in acquisitions involving advisors joining an existing Carson location. Manage transactions from initial evaluation through due diligence, closing, and onboarding. Develop financial analyses, valuations, and transaction structures that reflect the economics and strategic considerations of each opportunity. Coordinate internal partners, external advisors, participating Carson locations, and prospective advisors to keep transactions moving efficiently. Support a consistent, well-managed acquisition experience while maintaining appropriate financial, operational, and risk standards.

Essential Functions

• Transaction Execution: Own the execution of tuck-in acquisitions from opportunity handoff through closing and onboarding. Develop transaction plans, establish timelines, coordinate deliverables, and ensure responsibilities and next steps remain clear throughout the process.
• Valuation and Deal Structuring: Conduct qualitative and quantitative analysis of prospective advisor practices. Develop financial models, valuations, business cases, and recommended transaction structures based on the opportunity’s financial profile, strategic fit, and transition considerations.
• Due Diligence: Lead the due diligence process in partnership with internal and external subject matter experts. Coordinate the collection and review of financial, operational, legal, compliance, technology, client, and personnel information and elevate material findings or risks.
• Negotiation and Approval: Support or lead negotiations regarding valuation, transaction structure, financial terms, transition expectations, and other deal considerations. Prepare proposals, letters of intent, term sheets, approval materials, and transaction summaries for prospective advisors and organizational leadership.
• Closing and Onboarding Coordination: Coordinate transaction documentation, closing requirements, and readiness activities with legal counsel, internal partners, the receiving Carson location, and the prospective advisor. Develop integration and onboarding plans that support an effective transition of advisors, team members, clients, assets, and business operations.
• Process Management and Reporting: Maintain accurate records of active, inactive, and completed transactions. Monitor transaction progress, identify risks or delays, provide regular updates to M&A leadership, and improve tools, templates, and processes used to execute tuck-in acquisitions.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required.
• Minimum five years of experience in mergers and acquisitions, advisor recruiting, business development, financial services, wealth management, or a related field required.
• Experience supporting or leading transactions through valuation, structuring, due diligence, negotiation, closing, and integration planning required.
• Strong Financial Modeling, Valuation, Analytical, And Problem-solving Skills Required.
• Ability to synthesize financial, operational, and performance data into concise business cases, presentations, and decision frameworks required.
• Strong project management skills, including the ability to coordinate multiple stakeholders, workstreams, and concurrent transactions required.
• Excellent written and verbal communication, presentation, and negotiation skills required.
• Ability to work independently, exercise sound judgment, and identify and escape material transaction risks required.
• Ability to travel as needed for advisor meetings, due diligence, and onsite visits required.
• Experience executing acquisitions or advisor transitions within wealth management, registered investment advisers, or the broader financial services industry preferred.
• Experience evaluating advisor practices using revenue, assets under management, client demographics, retention, profitability, and other operating metrics preferred.

EEO Statement

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

The Total Rewards Expected For This Role Include

• Starting annual base salary between $100,000-$120,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.