Corporate Development

The Role 

With $13 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.

This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.

Your Impact 

• Lead end-to-end M&A processes, from target identification through deal execution and integration
• Work with internal and external sourcing resources to build the industry's best acquisition go-to-market strategy, leveraging the Farther platform
• Develop compelling business cases for sellers while generating strong economics for the company
• Create comprehensive valuation models and committee memorandum and conduct thorough due diligence on potential acquisitions
• Structure and negotiate complex deal terms that align with Farther's strategic objectives
• Design and implement post-merger integration strategies to ensure successful transitions
• Collaborate with operations, product, recruiting, finance, legal, and compliance teams to execute deals efficiently
• Build an industry network and cement Farther as the acquirer of choice

The Ideal Match 

• 4+ years of relevant experience in business development, corporate development, M&A advisory, private equity, or investment banking
• MBA from a top-tier institution
• Strong understanding of finance principles and deal construction
• Proven track record in executing M&A transactions
• Excellence in relationship building and stakeholder management
• Strong financial modeling and valuation skills
• Demonstrated ability to communicate persuasively and discuss economics with potential sellers
• Resilient and results-oriented approach
• Series 63 license preferred

Bonus Points 

• Previous experience at a private bank or RIA aggregator
• Direct experience with succession planning for financial advisors
• Background in wealth management operations or technology
• Experience with post-merger integration
• Network within the top 20 RIA aggregators
• Additional relevant certifications (CFA, CFP, etc.)
• Industry experience (helpful but not required)

Why Join Us

• Competitive comp package that rewards impact
• Work alongside some of the brightest minds in fintech
• Ground-floor opportunity at a fast-scaling startup
• Chart your own growth path as we expand
• Full health benefits + 401(k) matching & Roth IRA options
• Unlimited PTO

Ready to disrupt wealth management? Let's talk!