M&A Director, WealthTech Growth & Integration

MassMutual Ventures; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a seasoned M&A professional to lead the end-to-end acquisition process within the RIA space. You will identify targets, structure deals, and drive integration to accelerate growth while maintaining rigorous due diligence and compelling seller economics.

The ideal candidate brings 4+ years in corporate development or investment banking, an MBA, and strong financial modeling skills to craft robust valuation analyses and effective go-to-market strategies.

Qualifications

• 4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking.
• MBA from a top-tier institution.
• Strong understanding of finance principles and deal construction.
• Proven track record in executing M&A transactions.

Responsibilities

• Lead end-to-end M&A processes, from target identification through deal execution and integration.
• Work with internal and external sourcing resources to build the acquisition go-to-market strategy, leveraging the Farther platform.
• Develop compelling business cases for sellers while generating strong economics for the company.
• Create comprehensive valuation models and committee memoranda and conduct thorough due diligence on potential acquisitions.
• Structure and negotiate complex deal terms that align with Farther's objectives.
• Design and implement post-merger integration strategies to ensure successful transitions.
• Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently.
• Build an industry network and cement Farther as the acquirer of choice.

Skills

M&A experience

MBA

Financial modeling

Valuation skills

Deal execution

Stakeholder management

Communication

Relationship building

Negotiation

Education

MBA degree

Job description

Farther is seeking a seasoned M&A professional to lead the end-to-end acquisition process within the RIA space. You will identify targets, structure deals, and drive integration to accelerate growth while maintaining rigorous due diligence and compelling seller economics.

The ideal candidate brings 4+ years in corporate development or investment banking, an MBA, and strong financial modeling skills to craft robust valuation analyses and effective go-to-market strategies.