Strategic Growth & M&A Leader

LPL Financial; Fort Mill (SC); On-site; USD 97,000 - 162,000; Full time

Job summary

LPL Financial in the United States is seeking a strong applicant to join our Corporate Development team, leading analysis for potential M&A transactions and supporting growth initiatives. The role offers exposure to C‑level executives and involves collaborating with legal, tax, HR, operations, IT and strategy teams.

The ideal candidate has a blend of financial modeling experience and project management skills to develop and deliver tools enabling execution of proprietary M&A, with mastery in

Qualifications

• 5 years of corporate finance related experience (Investment Banking, M&A, Corporate Development, FP&A etc.)
• MS Excel and PowerPoint

Responsibilities

• Engage with acquisition opportunities, creating relationships that help drive a successful process
• Collaborate with functional due diligence teams, including legal, finance & accounting, tax, human resources, operations, IT, sales, and strategy
• Develop, in partnership with Business Unit leaders, financial projections for acquisition targets and integration plans
• Prepare presentations and reporting to senior management on potential M&A transactions, capital structure, and strategic growth initiatives
• Develop deep knowledge of the wealth management industry
• Perform research, reporting and analysis on M&A activity and strategic partnerships in the industry
• Monitor past acquisition metrics
• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

Skills

Financial modeling

Project management

Education

Master’s Degree

Tools

MS Excel

PowerPoint

Job description

LPL Financial in the United States is seeking a strong applicant to join our Corporate Development team, leading analysis for potential M&A transactions and supporting growth initiatives. The role offers exposure to C‑level executives and involves collaborating with legal, tax, HR, operations, IT and strategy teams.

The ideal candidate has a blend of financial modeling experience and project management skills to develop and deliver tools enabling execution of proprietary M&A, with mastery in