M&A Growth Leader for Wealth-Tech Platform

Fartherfinance; New York (NY); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

401(k) matching

Roth IRA options

Unlimited PTO

Job summary

Farther is seeking a seasoned M&A professional to lead end-to-end acquisition efforts as part of the firm’s growth strategy in the wealth management space. You will evaluate targets, structure terms, and drive integration, leveraging a strong background in corporate development, investment banking, or private equity.

You will build compelling business cases, develop valuation models, and coordinate with cross-functional teams to execute deals that align with Farther’s strategic objectives.

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 sourcing resources to build the industry’s best acquisition go-to-market strategy using 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 aligned with Farther’s objectives.
• Design and implement post-merger integration strategies for smooth transitions.
• Collaborate with operations, product, recruiting, finance, legal, and compliance to execute deals efficiently.
• Build an industry network and position Farther as the acquirer of choice.

Skills

M&A

Corporate development

Financial modeling

Deal execution

Valuation

Education

MBA

Finance degree

Tools

Excel

Job description

Farther is seeking a seasoned M&A professional to lead end-to-end acquisition efforts as part of the firm’s growth strategy in the wealth management space. You will evaluate targets, structure terms, and drive integration, leveraging a strong background in corporate development, investment banking, or private equity.

You will build compelling business cases, develop valuation models, and coordinate with cross-functional teams to execute deals that align with Farther’s strategic objectives.