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Arca

AI-native wealth management with advisor-led services

Member of Corporate Development - M&A

Private EquityConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • You have at least 2 years of experience in private equity or corporate development, with hands-on experience finding and evaluating acquisition targets.
  • You can build relationships with RIA founders and principals and earn their trust over time.
  • You have financial modeling, valuation, and analytical skills, along with commercial judgment about deal value.
  • You can take ownership and move work forward independently in an early-stage environment.
  • You are curious about AI and wealth management; familiarity with the RIA or wealth management landscape is a plus, not a requirement.
  • You can work in a small, tight-knit team in one office five days a week and give candid, respectful feedback.

Responsibilities

  • Cultivate proprietary relationships with RIA founders and principals and build a pipeline of acquisition targets.
  • Manage deals end to end, including outreach, qualification, valuation, diligence, structuring, and closing.
  • Build financial models and valuation analyses to shape deal terms and go/no-go decisions.
  • Coordinate diligence workstreams across finance, legal, compliance, and operations.
  • Improve the company's acquisition sourcing and closing playbook as the acquisition program scales.

Desired Qualifications

  • Familiarity with the RIA or wealth management landscape.

About the Company

Arca

AI-native wealth management with advisor-led services

Arca is an AI-native wealth management firm that combines high-touch human advisory with purpose-built AI infrastructure to handle repetitive back-office work. This lets advisors spend more time on client relationships and financial planning. The company serves clients with personalized, advisor-led financial services and manages over $1 billion in client assets. Its platform pairs human expertise with AI tools to automate operations, account management, and reporting, delivering tailored investment strategies and financial plans. Arca differentiates itself by integrating a dedicated AI backend with traditional wealth management, enabling scalable, personalized service at a financial advisory level. The goal is to expand access to personalized wealth management by enhancing efficiency and client-focused advice through AI-driven workflows, while growing assets under management and deepening client relationships.

Company size
51-200
Company stage
Series A
Total funding
$64M
Headquarters
New York City, New York
Founded
2025

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