Farther
M&A Corporate Development Associate
Hybrid - New York, NY
Sponsorship not specifiedDetected 25 days ago
Stakeholder ManagementFinancial ModelingValuationM&ALeadership
About the role
- With $15 billion in assets under management, we've achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions.
- Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.
- You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Responsibilities
- Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
- Assist in developing and refining Farther's acquisition go-to-market strategy by working with internal teams and external sourcing partners
- Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
- Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
- Contribute to building Farther's industry presence by engaging with prospective sellers and RIA networks
- Excellence in relationship building and stakeholder management
- Chart your own growth path as we expand
Requirements
- Direct experience with succession planning for financial advisors
- Experience with post-merger integration
Benefits
- Full health benefits + 401(k) matching & Roth IRA options
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This listing is sourced directly from Farther's careers page and normalized into a canonical job model.