Senior Director, M&A Partner Development

Why Work at [Employer]?

For more than 40 years, [Employer] has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, [Employer] is an independent fiduciary legally bound to act in our clients’ best interests — always.*

[Employer] offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* [Employer] was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, [Employer] has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Sr. Director, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through our relationships with sell-side Investment Bankers. Responsibilities for this role include cultivating strong professional relationships with investment bankers and excellent deal management from initial contact through closing. Success in this role requires sounds business judgement, industry acumen and excellent relationship management.

Essential Job Functions for this role include:

Development and Nurturing Investment Banker Relationships:

• Manage all aspects of the deal process to progress qualified opportunities from first contact through closing
• Maintain timelines, milestones, and owners for each active deal; track and escalate open diligence items and risks
• Coordinate with finance, legal, and the deal team leaders on pre-LOI and confirmatory diligence workflows to ensure a smooth and efficient path-to-close
• Facilitate outstanding [Employer] Office Visit experience for M&A prospects including quarterbacking and clearing reverse due diligence items
• Support pre-closing activities including client consent process, new team-member communications and handoff to Partner Integration team members
• Provide regular pipeline and deal status updates to the deal team and company leadership

Referral Source and Prospect Relationships:

• Maintain ongoing communication and collaboration with investment bankers, recruiters, and community contacts to ensure that we receive high quality leads that are consistent with our acquisition priorities
• Provide timely responses and proactive outreach on all deal communications
• Communicate [Employer] service model, platform capabilities, and value proposition to M&A prospects
• Attend industry events as a representative of [Employer] to connect with bankers and potential prospects

Team Collaboration:

• Build strong relationships with key [Employer] stakeholders to facilitate partnership and information sharing
• Collaborate with [Employer] Division Heads and Market Leaders to support acquisitions in strategic target markets
• Contribute to [Employer] company culture, values, and One-Team orientation

Knowledge, Skills, and Abilities:

• Bachelor’s Degree in Business Administration or other applicable business disciplines requiredAdvanced degree or professional designation (e.g., MBA, CFA, CPA, CFP) preferred

Work Schedule:

This professional role requires availability Monday through Friday, 8:00 AM – 5:00 PM with flexibility to work different hours to meet internal and external client needs. This role also requires flexibility to travel between 20% and 50%.

Working Conditions:

Professional office environment, daytime hours, working inside, traveling, standing, and sitting, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 11/26/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of [Employer]’ incentive compensation programs.

Benefits:

[Employer] offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in [Employer]
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from [Employer] professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

[Employer] is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. [Employer] participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of [Employer], learn more about [Employer] Policy here.CCPA Notice at Collection

Originally posted on [Employer]