VP, Corporate Development

Bluespring Wealth Partners; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Bluespring Wealth Partners, part of Kestra Holdings, is seeking an experienced M&A leader to drive growth and identify acquisition targets across the region. You will collaborate with senior leadership to execute process-driven strategies, manage funnel activities, and leverage data to optimize outcomes.

Ideal candidates bring 6+ years in relationship-based sales within financial services, 3+ years in growth through acquisitions, and a strong track record of cross-functional collaboration within

Qualifications

• 6+ years in relationship-based sales within financial services or wealth management.
• 3+ years leading growth in M&A or acquisition-related functions.
• Experience coordinating with marketing and other departments on a strategic acquisition plan.
• Demonstrated use of data and metrics to guide strategy and reporting.
• Existing relationships with deal originators and financial institutions preferred.

Responsibilities

• Collaborate with Bluespring President to execute a data-driven M&A growth strategy.
• Manage top-of-the-funnel sales and marketing to identify acquisition targets.
• Analyze market trends and assess high-value acquisition opportunities.
• Enhance acquisition processes using CRM and data-driven tools.
• Partner with M&A, Marketing, and Business Development to improve lead generation.
• Build relationships with cross-functional leaders across the firm.
• Convey Bluespring's value proposition to differentiate from competitors.
• Oversee field and inside sales lead-generation and initial engagement.
• Engage with industry groups and events to promote Bluespring in the region.
• Guide and support candidate RIA firms through the acquisition process.

Skills

Relationship-based sales

M&A leadership

Acquisition pipelines

Data-driven decisions

Cross-functional collaboration

Executive liaison

Tools

CRM systems

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms. In partnering with best-in-class wealth advisors and their teams, Bluespring Wealth Partners looks to perpetuate and enhance the value that they bring their clients, providing continuity and new opportunities in the process. Bluespring Wealth Partners was established with the express purpose of helping entrepreneurs take their business to the next level of growth through successor identification and training, industry-leading consulting and operational resources, flexible ownership arrangements, and institutional capital support. By focusing on partnership as the driver of success, Bluespring Wealth Partners empowers wealth management firm owners to elevate their business without sacrificing their entrepreneurial spirit, founding principles, and long-term vision.

What You’ll Do:

• Collaborate closely with the Bluespring President to execute a highly process-driven M&A growth strategy.
• Manage the top-of-the-funnel sales and marketing efforts to identify and engage potential acquisition targets.
• Develop a deep understanding of market trends and strategically assess opportunities to identify high-value prospects.
• Enhance acquisition processes by incorporating a CRM system and other data-driven tools and methodologies for improved target prioritization and seamless end-to-end transaction execution.
• Work cross-functionally with M&A, Marketing, and Business Development teams to enhance processes, including prospect engagement and other lead source efforts.
• Forge close working relationships with cross-functional leaders.
• Assist in the generation and dissemination of Bluespring’s value proposition to differentiate the firm from other competitors in the market.
• Support lead-generation activities by overseeing both field and inside sales efforts, including initial prospect engagement.
• Engage in meaningful activity with industry groups, key events, and other promotional efforts throughout the region.
• Shepherd RIA firms and potential acquisition targets, ensuring best in class, white-glove treatment.
• Empower and arm industry contacts to be an extension and force multiplier for Bluesprings expansion efforts.

What You Bring:

• 6+ years of overall relationship-based sales experience with 3+ years leading explosive growth in the financial services and wealth management industries. 10+ years of experience and strong knowledge of the RIA space preferred.
• Strong background with proven experience in driving and managing acquisition pipelines. Track record at executing on process and data driven sales.
• History of aligning values, culture, platform, organic growth, systems, and process.
• Proven ability to continually utilize data, metrics, and measurements to shape strategies, optimize performance, and generate high-impact management reporting.
• Prior experience partnering with marketing and collaborating with other functions to design and implement an acquisition strategy.
• Significant industry background with up-to-date knowledge of the Wealth Management competitive landscape. Existing relationships with investment banks, financial institutions, and other deal originators in the wealth management and financial planning space preferred.
• Experience driving year-over-year growth, with a proven ability to analyze financial and market data to identify acquisition opportunities.
• Demonstrated ability to command respect and secure meetings with important executives and leaders.
• Experience serving as a liaison for executive leaders and partners to build working relationships.
• Strong communication skills and an ability to craft and deliver a persuasive and authentic value proposition.
• An execution-focused sales or M&A leader with a proven track record of originating deals.
• Relationship oriented, results driven, executor, with proven decision-making ability.
• Demonstrated ability to succeed in both large, structured organizations and entrepreneurial, high-growth environments.
• Ability to build and present thoughtful business cases to the potential acquisition targets.
• Ability to interact with multiple management teams and concepts

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial