M&A Director, Valuation & Due Diligence | Wealth Management Advisory | Remote (US)
About the opportunity
A boutique M&A advisory firm serving independent wealth management firms is hiring a senior deal professional to run the numbers side of its engagements. When an advisory firm owner sells, this person makes sure the financial story is accurate, well supported, and understood by everyone at the table. The firm is lean, fully remote, and invests heavily in AI tools that take manual work off the team’s plate.
A typical week might include
- Building a clean, supportable view of a seller’s true profitability
- Pricing a firm and modeling how a buyer’s offer pays out over time
- Walking a founder through what drives the value of their business
- Handling buyer diligence requests and negotiating which adjustments stand
- Juggling several active deals while coaching a junior teammate
You’ll fit if you have
- 5+ years in M&A, due diligence, valuation, investment banking, or corporate development
- Deal experience with RIAs or wealth managers, or extensive work with founder-owned private companies
- Strong accounting fundamentals and a knack for explaining numbers to non-finance people
- A bachelor’s degree in accounting, finance, or a related field
Bonus points for: CPA or valuation credential, Big 4 deal advisory experience, sell-side work, and hands-on AI use
Compensation: $175,000 to $225,000 base, plus a bonus tied to firm revenue
Location: Remote, anywhere in the US. Must be authorized to work in the US.
M&A Director, Valuation & Due Diligence in St. Petersburg at Strategic Employment Partners (SEP)
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