Skip to main content
McCarthy Search

Corp Dev VP | Wealth Management | NYC

L7

selby jenningsNew York, NYtoday

Occupations

Investment Fund ManagersFinancial and Investment AnalystsFinancial Managers

Industries

Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Title: Corporate Development Vice President
Location: New York, NYOverview
A rapidly growing firm in the wealth management space is seeking a Corporate Development Vice President to join its M&A team in New York. This role offers the opportunity to play a key part in sourcing, evaluating, and executing acquisitions within a highly fragmented and active market.
Key Responsibilities:
  • Support end-to-end M&A execution, including financial analysis, valuation, and deal structuring
  • Identify and evaluate acquisition targets within the independent RIA (Registered Investment Advisor) landscape
  • Contribute to origination efforts through market mapping, outreach, and relationship development
  • Manage a pipeline of active opportunities and assist in advancing deals from initial contact through close
  • Conduct industry research and leverage public filings (including SEC Form ADV) to identify and assess targets
  • Collaborate with internal stakeholders and senior leadership on strategic growth initiatives
Candidate Profile:
  • 5-10 years of relevant experience in investment banking, corporate development, or a related M&A environment
  • Strong financial modeling and transaction execution skills
  • Prior exposure to FIG, wealth management, or asset management is a plus
  • Interest in origination and building relationships with potential acquisition targets
  • Track record of success within a team-oriented environment and demonstrated career progression
  • Highly detail-oriented with strong analytical and communication skills
  • Industry Focus
  • Focused on the acquisition of independent wealth management firms (RIAs)
  • Target companies typically range from $250M to $1B in AUMOperates within a large, fragmented market with thousands of potential acquisition targets
  • Active deal environment with a consistent pipeline of live opportunities
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

ManagerL7

Location

New York, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

today

To get sharper similar jobs, create your profile using the link below.

Create profile