M&A Valuation Director — Remote, AI-Driven Deals

Strategic Employment; Saint Petersburg (FL); Remote; USD 175,000 - 225,000; Full time

Benefits offered by this job

Remote work

AI-enabled tools

Revenue-based bonus

Job summary

Strategic Employment seeks an M&A Director of Valuation & Due Diligence for its Wealth Management Advisory practice. This fully remote role supports independent wealth managers and owners by ensuring financial stories are precise and compelling for buyers and sellers across multiple engagements.

You will lead complex valuation models, profitability analysis, and diligence responses, leveraging AI tools to reduce manual work.

Qualifications

• 5+ years in M&A, due diligence, valuation, investment banking, or corporate development.
• Deal experience with RIAs or wealth managers, or extensive work with founder-owned private companies.
• Strong accounting fundamentals and ability to explain numbers to non-finance people.
• Bachelor’s degree in accounting, finance, or related field.

Responsibilities

• Build a clean, supportable view of a seller’s profitability.
• Model how a buyer’s offer pays out over time.
• Explain value drivers to founders and stakeholders.
• Coordinate buyer diligence and negotiate adjustments.
• Manage multiple deals while mentoring a junior teammate.

Job description

Strategic Employment seeks an M&A Director of Valuation & Due Diligence for its Wealth Management Advisory practice. This fully remote role supports independent wealth managers and owners by ensuring financial stories are precise and compelling for buyers and sellers across multiple engagements.

You will lead complex valuation models, profitability analysis, and diligence responses, leveraging AI tools to reduce manual work.