- Location
- Hybrid - New York, NY · New York, New York, United States
- Workplace
- Hybrid
- Department
- Finance
- Seniority
- Director
- Education
- Master
- Source
- Greenhouse
Description
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
With $23 billion in assets under management, we've achieved significant growth through advisor recruitment and our recently expanded strategy of acquiring practices. 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 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
Bonus Points
- Previous experience in the wealth management industry or RIA aggregator
- Direct experience with succession planning for financial advisors
- 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
