VP, Wealth Management M&A & Growth Advisory

Dynasty Financial Partners; Florida; On-site; USD 150,000 - 240,000; Full time

Job summary

Dynasty Investment Bank is seeking a Vice President to lead transaction execution for independent wealth management firms. You will serve as the primary day-to-day contact for clients, providing strategic advice on M&A, capital raising and succession while mentoring Analysts and Associates.

You will lead deal execution, oversee financial models and materials, and collaborate with lawyers, accountants and tax advisors to deliver high-quality, timely results for senior clients in a dynamic

Qualifications

• 7+ years of investment banking or equivalent experience with a Bachelor’s degree, or 4+ years with a Master’s degree.
• Track record of executing complex transactions and managing multiple workstreams at once.
• Strong financial modeling, valuation and analytical skills.
• Excellent written and verbal communication skills, with the ability to present complex ideas clearly to owners and executives.
• Proven ability to build trusted relationships with clients, senior stakeholders and deal teams.
• Leadership experience managing and developing junior professionals.
• Sound judgment and ability to perform in a fast-paced environment.

Responsibilities

• Build relationships with RIA owners, CEOs and senior decision-makers as a primary day-to-day contact.
• Lead execution of transactions from origination to closing (M&A, equity, debt).
• Turn financial/valuation data into clear strategic recommendations for clients.
• Oversee models, valuations, marketing materials and management presentations.
• Advise on industry trends, valuation drivers and deal structures.
• Run outreach and competitive processes, including diligence and negotiations.
• Coordinate with attorneys, tax advisors, accountants and other stakeholders.
• Manage deal teams and workflows to ensure on-time delivery.
• Mentor and develop Analysts and Associates.
• Contribute to business development, pitches and marketing efforts.
• Collaborate with other Dynasty teams for a coordinated client experience.

Skills

Financial modeling

Valuation

Analytical skills

Communication skills

Relationship building

Leadership

Team collaboration

Education

Bachelor’s degree

Master’s degree

Job description

Dynasty Investment Bank is seeking a Vice President to lead transaction execution for independent wealth management firms. You will serve as the primary day-to-day contact for clients, providing strategic advice on M&A, capital raising and succession while mentoring Analysts and Associates.

You will lead deal execution, oversee financial models and materials, and collaborate with lawyers, accountants and tax advisors to deliver high-quality, timely results for senior clients in a dynamic