Director of M&A & Partner Success (Remote)

Apella Wealth; West Hartford (CT); Remote; USD 190,000 - 220,000; Full time

Benefits offered by this job

Day 1 Medical, Dental, Vision

HSA/FSA options

401(k) with match

Unlimited PTO

Life Insurance & Disability

Parental Leave

Education reimbursement

Discount perks

Job summary

Apella Wealth is seeking a Director of Partner Success to lead the M&A program from post-LOI through integration. You will partner with the CEO and PE stakeholders to own the relationship and process continuously through diligence and onboarding onto Apella’s platform.

The role requires a blend of sales, empathy, operational expertise, and disciplined project management. This leadership position reports to the COO and offers a remote or West Hartford-based work arrangement with occasional

Qualifications

• Bachelor's degree in business, finance, economics, or related field.
• 8+ years in financial services with M&A diligence or integration exposure.
• Strong judgement on escalation vs. internal handling.
• Proven ability to build trusted relationships with deal partners, clients, and internal stakeholders.
• Excellent verbal and written communication skills.
• Detail-oriented with strong analytical skills.
• Excellent organization and time management; manage multiple priorities and deadlines across deals.
• Able to work independently while leading and developing a team.

Responsibilities

• Coordinate diligence review process and tailor due diligence requests.
• Construct and manage deal timelines for all parties.
• Review deal partner book of business and billing to ensure run-rate revenue accuracy.
• Identify operational misalignment and provide solutions.
• Manage client consent pre-closing and generation of new client IMAs.
• Coordinate with M&A team to keep reverse due diligence up to date quarterly.
• Lead integration from LOI through post-close across several quarters.
• Deliver concierge service to deal partners with mature client handling.
• Provide leadership to M&A integration team and delegate projects.

Skills

Relationship building

Communication skills

Project management

Sales mindset

Judgement

Time management

Independence

Education

4-year college degree in business/finance/economics

Tools

CRM

Portfolio management system

Document migrations

Job description

Apella Wealth is seeking a Director of Partner Success to lead the M&A program from post-LOI through integration. You will partner with the CEO and PE stakeholders to own the relationship and process continuously through diligence and onboarding onto Apella’s platform.

The role requires a blend of sales, empathy, operational expertise, and disciplined project management. This leadership position reports to the COO and offers a remote or West Hartford-based work arrangement with occasional