VP, Wealth Management M&A & Growth Advisory

Dynasty Financial Partners, LLC; Saint Petersburg (FL); Sur place; USD 180 000 - 280 000; Plein temps

Résumé du poste

Dynasty Investment Bank, a unit of Dynasty Financial Partners, LLC, seeks an experienced Vice President to lead transaction execution for independent wealth management firms, serving as the primary day-to-day client contact and providing strategic advice on M&A, capital raising and succession.

As a senior on deal teams, you will mentor Analysts and Associates, manage deal processes from origination through closing, oversee financial models and marketing materials, and collaborate with attorneys,

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
• 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
• Collaborative approach to working across teams

Responsabilités

• Build and strengthen relationships with RIA owners, CEOs and other senior decision-makers, acting as a primary day-to-day contact and trusted advisor
• Lead execution of transactions from origination through closing, including sell-side and buy-side M&A, minority and majority equity investments, recapitalizations, and debt financings
• Turn financial, valuation and market analysis into clear strategic recommendations that fit each client’s goals
• Oversee financial models, valuation analyses, marketing materials, management presentations and other client deliverables
• Advise clients on industry trends, valuation drivers, buyer and investor landscapes and deal structure alternatives
• Run buyer and investor outreach and competitive processes, including managing diligence, negotiations and transaction documentation
• Coordinate with attorneys, tax advisors, accountants and other internal and external stakeholders
• Manage deal teams and workflows to ensure high-quality, on-time delivery
• Mentor, train and develop Analysts and Associates
• Contribute to business development, pitch and marketing efforts, and thought leadership such as webinars and forums
• Collaborate with other Dynasty teams to deliver a coordinated experience for clients

Connaissances

Financial modeling

Valuation

Analytical skills

Client relationship building

Leadership

Communication

Mentoring

Formation

Bachelor's degree

Master's degree

Description du poste

Dynasty Investment Bank, a unit of Dynasty Financial Partners, LLC, seeks an experienced Vice President to lead transaction execution for independent wealth management firms, serving as the primary day-to-day client contact and providing strategic advice on M&A, capital raising and succession.

As a senior on deal teams, you will mentor Analysts and Associates, manage deal processes from origination through closing, oversee financial models and marketing materials, and collaborate with attorneys,