Full-Time
Vice President Wealth Management
Updated on 8/1/2026
Ardea Partners
11-50 employees
Boutique investment banking with advisory services
Compensation Overview
$325k/yr
New York, NY, USA
Hybrid
Up to one remote workday per week; requires up to 20% domestic travel.
Category
 Finance & Banking (1) |
|---|
Required Skills
Bloomberg
Financial analysis
Word/Pages/Docs
Mergers & Acquisitions (M&A)
Excel/Numbers/Sheets
Financial Modeling
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Requirements
- A Bachelor's degree in Finance, Economics, Business Administration, or a related field of study is required, or a Master's degree with three years of experience may be accepted in lieu of a Bachelor's degree and four years of experience.
- At least four years of experience as an Associate or Analyst involving financial modeling, valuation analysis, transaction execution, due diligence, and preparation of client-facing materials for financial institutions in investment banking or a related industry is required; three years is accepted with a Master's degree.
- At least four years of experience, or three years with a Master's degree, leading financial modeling, valuation, transaction structuring, and process-related workstreams across multiple transactions is required.
- At least four years of experience, or three years with a Master's degree, using one or more financial data platforms such as Bloomberg, Capital IQ and SNL, FactSet, PitchBook, or comparable platforms is required.
- At least four years of experience, or three years with a Master's degree, performing financial analysis and modeling, including integrated three-statement financial models, discounted cash flow analysis, leveraged buyout analysis, accretion/dilution analysis, comparable company analysis, and precedent transaction analysis is required.
- At least four years of experience, or three years with a Master's degree, with mergers and acquisitions, including buy-side and sell-side advisory, divestitures, joint ventures, recapitalizations, management buyouts, and leveraged buyouts, as well as familiarity with fairness opinions and valuation advisory services is required.
- At least four years of experience, or three years with a Master's degree, with U.S. GAAP, SEC regulations, and investment banking compliance standards is required.
- At least four years of experience, or three years with a Master's degree, using Microsoft Excel, PowerPoint, and Word is required.
- At least three years of experience reviewing teasers, confidential information memoranda, management presentations, and due diligence materials is required.
- At least three years of experience managing multiple multi-party transaction processes in a fast-paced, deadline-driven environment is required.
- At least three years of experience mentoring and developing junior bankers is required.
- At least three years of experience reviewing and providing feedback on financial analyses, models, and presentation materials prepared by junior team members is required.
- At least three years of experience supporting client relationship management and business development efforts in coordination with senior bankers, including pitch preparation and client communications, is required.
- At least three years of experience communicating analytical findings and transaction considerations to senior clients and internal stakeholders is required.
- At least two years of experience in the wealth management industry, including wealth management business models, regulatory frameworks, key performance metrics, and execution of live transactions, is required.
Responsibilities
- Develop and manage client relationships globally across the financial institutions sector, primarily within wealth management and closely related financial services businesses, including asset management, broker-dealers, retirement services, annuities platforms, digital wealth management platforms, and professional services.
- Serve as the trusted day-to-day point of contact for clients, partner with senior bankers to advance client dialogues, and deliver strategic advice.
- Lead end-to-end execution of multiple wealth management transactions, including reviewing valuation and financial analysis, coordinating due diligence, drafting and reviewing marketing and board materials, and managing internal deal teams and external parties.
- Manage and develop Associates and Analysts by providing ongoing training, mentoring, and performance feedback.
- Act as a technical subject-matter expert on wealth management accounting and regulatory topics, as well as core corporate finance and capital markets concepts.
- Own delegation, quality control, and risk management for transaction execution and client deliverables by dividing responsibilities, setting timelines, enforcing review gates, and ensuring compliant handling of MNPI, conflicts and KYC, and recordkeeping.
- Champion a culture of excellence, integrity, and collaboration by modeling leadership standards and reinforcing best practices across execution teams.
Ardea Partners is a boutique investment bank that provides financial advisory services, including strategic advisory, mergers and acquisitions, and capital raising, for clients across many industries with a strong focus on financial services. Its approach centers on partners: building long-term, trusting relationships so experienced professionals can offer independent, relevant financial and strategic advice. The firm leverages a global team to deliver comprehensive, cross-border guidance while staying small enough to protect its culture. The main goal is to help clients achieve their strategic and financial objectives by offering objective, high-quality advice and capital-raising support through a global, yet boutique, advisory platform.
Company Size
11-50
Company Stage
N/A
Total Funding
$107M
Headquarters
New York City, New York
Founded
2016
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Simplify's Take
What believers are saying
- U.K. expansion gives Ardea access to deeper European deal flow.
- 2024 revenue rose to $48.4 million as M&A activity recovered.
- Recent London hiring strengthens sector coverage, execution capacity, and client access.
What critics are saying
- U.K. expansion depends on a fragile M&A rebound in London.
- A larger cost base will compress margins if mandates do not scale quickly.
- Small partner bench creates immediate key-person risk and succession exposure.
What makes Ardea Partners unique
- Founded in 2017 by former Goldman Sachs bankers Chris Cole and Don Truesdale.
- Builds a London platform around Sir Ian Cheshire and roughly 30 employees.
- Focuses on transformational advisory mandates for CEOs, founders, and boards.
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Benefits
Remote Work Options