Director, Mergers & Acquisitions (Remote optional)

Carson Wealth; Omaha (NE); Remote; USD 100,000 - 120,000; Full time

Benefits offered by this job

401(k) with company contribution

PTO

Parental Leave

Medical insurance

Dental insurance

Vision insurance

Health Savings Accounts

Flexible Spending Accounts

Life and AD&D Insurance

Short and Long-Term Disability

Work/Life Benefits

Holistic Wellbeing Programs

Job summary

Carson Wealth is seeking a Director of Mergers & Acquisitions to lead tuck-in acquisitions across Carson locations. You will evaluate opportunities, develop financial models, and manage diligence and onboarding of advisors, teams, and clients.

The role emphasizes cross-location collaboration, risk management, and a structured transaction process. Responsibilities include coordinating internal and external partners, negotiating terms, and ensuring a smooth integration with minimum disruption.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Minimum five years of experience in mergers and acquisitions, advisor recruiting, business development, financial services, wealth management, or a related field.
• Experience supporting or leading transactions through valuation, structuring, due diligence, negotiation, closing, and integration planning.
• Strong financial modeling, valuation, analytical, and problem-solving skills.
• Ability to synthesize financial, operational, and performance data into concise business cases, presentations, and decision frameworks.
• Strong project management skills, coordinating multiple stakeholders and transactions.

Responsibilities

• Transaction execution from opportunity handoff through closing and onboarding.
• Develop transaction plans, timelines, deliverables, and ensure clear responsibilities.
• Conduct qualitative and quantitative analysis of advisor practices; develop financial models and deal structures.
• Lead due diligence with internal and external experts; review financial, operational, legal, compliance, and client data.
• Support or lead negotiations on valuation, structure, terms, and transition expectations.
• Coordinate closing requirements and onboarding plans for advisors, teams, clients, assets, and operations.
• Maintain records of active, inactive, and completed transactions; monitor progress and risks.
• Perform additional tasks as needed by leadership.

Skills

M&A execution

Valuation modeling

Due diligence

Negotiation

Project management

Financial analysis

Education

Bachelor’s degree in Finance

Job description

Director, Mergers & Acquisitions (Remote optional)

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 escalator? Wait, I need to find EXACT.

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.

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.

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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.