Senior M&A Associate – Deal Lead, Wealth Platform

Aspen Standard Wealth; New York (NY); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA with employer contributions

401(k) with a 4% match

Unlimited PTO

Life Insurance

Job summary

Aspen Standard Wealth is scaling its national M&A platform and hiring a Senior M&A Associate based in New York City. You will serve as the Deal Lead on assigned transactions, own relationships with RIA principals and centers of influence, and originate net-new pipeline through outbound prospecting.

This is a high-stakes, relationship-driven role where no two deals are the same, requiring independent work, strong modeling, and comfort presenting deal terms to senior executives.

Qualifications

• 5–10 years in buy-side M&A, wealth management, or related sales/MA motion.
• Track record of sourcing, closing, or converting outcomes with targets and pipelines.
• Trusted primary contact for senior counterparts; capable of leading deals.
• Experience running complex deal processes through LOI independently.
• Comfort delivering deal terms and articulating value in long-cycle sales.
• Ability to read P&L and extract material financial insights.
• Proficiency with an enterprise CRM; DealCloud familiarity a plus.

Responsibilities

• Own assigned transactions as Deal Lead from initial engagement through LOI.
• Operate independently with senior RIAs, driving deals without heavy oversight.
• Cultivate and maintain relationships with RIA owners and centers of influence.
• Drive outbound origination to prospective sellers and nurture pipeline.
• Resolve objections and manage deal complexity without escalation.
• Maintain an active pipeline and nurture portfolio without losing momentum.
• Use DealCloud as the backbone for pipeline management and relationships.

Skills

Deal Lead

Relationship management

Sourcing & origination

Financial analysis

Independent deal execution

Communication with C-suite

Negotiation

Tools

DealCloud CRM

Job description

Aspen Standard Wealth is scaling its national M&A platform and hiring a Senior M&A Associate based in New York City. You will serve as the Deal Lead on assigned transactions, own relationships with RIA principals and centers of influence, and originate net-new pipeline through outbound prospecting.

This is a high-stakes, relationship-driven role where no two deals are the same, requiring independent work, strong modeling, and comfort presenting deal terms to senior executives.