Farther

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

This listing is sourced directly from Farther's careers page and normalized into a canonical job model.