Strategic Practice Acquisition Lead

Edward Jones; Tacoma (WA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) retirement plan

Medical, dental, and vision coverage

Paid holidays and vacation

Job summary

Edward Jones is seeking a Practice Acquisition Manager to lead advisor acquisition opportunities from evaluation through close. You will drive deal structuring, negotiations, due diligence, and cross-functional execution across Legal, Finance, and Practice Integration teams.

The role requires 5+ years in related fields, a strong grasp of financial statements and valuation, and the ability to manage multiple concurrent transactions while aligning advisor objectives with firm growth.

Qualifications

• Bachelor's degree or equivalent in Finance, Business, Economics, or related field.
• Demonstrated ability to lead complex transactions from evaluation through closing.
• 5+ years of experience in mergers and acquisitions, corporate development, wealth management, investment banking, business development, or related fields.
• Strong understanding of financial statements, valuation concepts, transaction structures, and business economics.
• Ability to manage multiple concurrent transactions and prioritize effectively.

Responsibilities

• Develops transaction structures, economic terms, and deal frameworks aligned with firm objectives and advisor needs.
• Coordinates development and execution of LOIs, purchase agreements, and closing documents.
• Leads cross-functional due diligence across financial, legal, operational, compliance, and business workstreams.
• Prepares executive recommendations, transaction summaries, and approval materials for leadership forums.
• Partners with Legal, Finance, and Practice Integration teams to identify and mitigate transaction risks.
• Tracks transaction economics, key assumptions, and approval conditions throughout the deal lifecycle.
• Identifies opportunities to improve acquisition processes, negotiation practices, and execution effectiveness.
• Contributes to achievement of annual acquisition volume, AUM, and inorganic growth objectives.

Skills

Mergers & Acquisitions

Corporate development

Wealth management

Negotiation

Education

Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related discipline

Tools

Excel

Financial modeling

Job description

Edward Jones is seeking a Practice Acquisition Manager to lead advisor acquisition opportunities from evaluation through close. You will drive deal structuring, negotiations, due diligence, and cross-functional execution across Legal, Finance, and Practice Integration teams.

The role requires 5+ years in related fields, a strong grasp of financial statements and valuation, and the ability to manage multiple concurrent transactions while aligning advisor objectives with firm growth.