Manage the entire sales experience for M&A prospects sourced through investment banker relationships, from initial contact through closing.
Cultivate and nurture strong professional relationships with investment bankers, coordinating with finance, legal, and deal team leaders to ensure smooth deal progression.
Support pre-closing activities and provide regular pipeline updates, while also attending industry events to represent the company.
Drive growth through strategic mergers and acquisitions, including target valuations and financial due diligence.
Partner with CFO and M&A Principals to optimize deal structures and post-merger integration.
Maintain internal reporting packages and conduct market research to inform strategic decisions.
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. We serve over 42,800+ families across 110+ cities across the U.S., and more than half of our employees and client-facing professionals are women, reflecting the clients we serve.
Lead strategic growth initiatives across asset management, wealth solutions, and financial technology to deliver measurable business outcomes.
Develop and commercialize tax-aware investing, customized portfolios, and integrated investment capabilities for advisors and partners.
Collaborate with senior leaders across investments, product, technology, and distribution to launch scalable solutions and strengthen client relationships.
This financial services firm provides asset management and wealth solutions, driving growth through investment innovation and technology. The organization values collaboration, flexibility, and employee well-being, supporting a fully remote workforce.
Manage relationships with a portfolio of RIA partner firms, driving engagement and referrals.
Guide advisors from onboarding through sustained referral activity with education and proactive coordination.
Collaborate with attorneys, client success teams, and stakeholders to ensure a seamless estate planning experience.
The company provides estate planning services and partners with Registered Investment Advisor (RIA) firms to support their clients. It is in a significant phase of business growth, building a relationship management function with a fully remote team.
Drive investment management services for Wealth Advisors, consulting on portfolio strategy and objectives.
Serve as the main point of contact for investment and portfolio management, including implementations.
Develop investment deliverables for prospective clients while collaborating with key internal teams.
Mercer Advisors is a financial services firm helping families simplify their financial lives through integrated planning, investment management, tax, estate, and insurance. Serving 42,800+ families across the U.S., it offers a flexible, collaborative culture with many women employees and client-facing professionals.
Be the first stop for client requests, from money movement to account changes; escalate only what needs the advisor.
Own meeting rhythm, weekly reviews, trading checks, and follow-ups across CRM and portfolio tools.
Manage practice behind the scenes: client events, budget, and COI relationships.
Farther is a rapidly growing RIA combining expert advisors with cutting-edge technology for tailored wealth management. It's a fast-scaling startup backed by top-tier VCs and fintech investors, with a collaborative team of entrepreneurs.
Identify and research software companies aligned with acquisition strategy.
Proactively source potential acquisition opportunities through targeted outbound campaigns.
Build and nurture relationships with founders and executives to maintain a strong pipeline.
The organization focuses on acquiring software companies to drive strategic growth. It operates in a fully remote, entrepreneurial environment with a collaborative and supportive culture.
Manage a portfolio of employee benefits accounts, providing client service and supporting M&A due diligence.
Develop marketing strategies for competitive pricing and benefits plan design.
Advise private equity clients on plan performance and regulatory changes.
Jobgether uses AI-powered matching to connect candidates with job opportunities, streamlining the application process. It is a technology-driven platform that partners with companies to manage hiring, though its size and culture are not specified in the posting.
Participate in approximately 8–12 client meetings per day once fully ramped, managing a high-volume pipeline of inbound opportunities.
Guide prospects through the sales process from initial engagement through onboarding, building trust-based relationships.
Leverage CRM, communication, and planning technologies to manage workflows efficiently and improve conversion rates.
PCM Encore is a wealth management and family office platform focused on helping clients evaluate and access comprehensive financial services. It is a rapidly growing national acquisition platform with a remote team and direct access to founders and executive leadership.
Lead strategic initiatives and cultivate relationships with executive and operational levels of prospects, becoming an expert on their organizational structure and strategic goals.
Act as the primary point of contact, broadening engagement across C-suite and key decision-makers while positioning IQEQ as integral to clients' business models.
Drive cross-functional teams in creating proposals and presentations, leveraging IQEQ's global network to deliver bespoke solutions and maintain CRM records.
IQ-EQ is a global investor services group with deep expertise in private markets, supporting investment managers and asset owners with administration, compliance, and data. With over 6,500 professionals across 25 jurisdictions and more than US$950 billion in assets under administration, we combine technical strength and human understanding to free clients from operational complexity.
Develop targeted M&A marketing and outreach strategies to identify acquisition targets across B2B PR, marketing, and digital agencies.
Build and manage a pipeline of qualified acquisition prospects through proactive sourcing, networking, and B2B channels.
Partner with executive leadership to evaluate targets, support due diligence, and drive growth through acquisitions.
Interdependence is a PR and integrated marketing firm rebuilding the industry with a data-driven platform. Our 100+ person team serves brands across consumer, healthcare, tech, and B2B, in a fast-paced, ownership-driven culture.
Build and maintain strong relationships with key client stakeholders, including executives and technical experts, to drive joint initiatives and expand revenue.
Lead a team of relationship managers, acting as a coach and escalation point, while collaborating cross-functionally with sales, marketing, product, legal, and finance.
Negotiate client agreements, own retention and contract renewals, and design data-driven reporting to track client satisfaction.
Zerohash is a leading crypto and stablecoin infrastructure platform that enables banks, brokerages, fintechs, and payment companies to offer digital asset services without building blockchain infrastructure. Founded in 2017, the company has raised over $280 million and is trusted by major brands like Morgan Stanley and Stripe, operating with a compliance-first approach.
Be the day-to-day point of contact for clients, handling questions, requests, and advice within your license.
Escalate to the advisors when it matters and follow through until it's resolved.
Partner with client experience and operations teams to keep onboarding, account changes, and service requests moving.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver comprehensive wealth management. Backed by top-tier venture capital, it fosters a collaborative team of passionate entrepreneurs.
Own Field Nation's M&A function end to end, from pipeline building to deal execution and post-close integration.
Develop market theses and acquisition criteria, build financial models, and lead due diligence and negotiations.
Partner with executives and the board to present decision-ready materials and drive integrated, performing businesses.
Field Nation operates a two-sided B2B labor marketplace connecting enterprise and MSP buyers with independent field service technicians across the U.S. They are a remote-first company that values work-life balance, professional growth, and using AI to operate efficiently.
Lead a team of five IR associates, coaching them and owning their results.
Own the firm's family office relationships, including senior relationships and new regions.
Set a quality bar for every deal the team sends and report weekly numbers to both founders.
Pairs is a vetted private capital network connecting breakout founders with family offices, VCs, and strategic investors, earning fees from founders, not rounds. It is a small, founder-led team of five IR associates focused on trust, discretion, and a people-first culture.
Lead strategy and business leadership for a comprehensive trust services business within a wealth management environment.
Oversee external trustee partnerships and design tailored trust solutions for clients and financial advisors.
Drive operational excellence and trust operations integration to enhance client service and business growth.
The company is a wealth management firm providing comprehensive trust services and financial solutions. It fosters a collaborative, remote-friendly culture that values cross-functional leadership and strategic growth.
Develop new business with higher education institutions, corporations, and advertisers to expand partnerships.
Manage full sales cycle including prospecting, negotiating, and closing agreements.
Represent the organization at conferences and events to build relationships and generate opportunities.
This role is for a partner company focused on advancing women's careers in business through partnerships with schools and corporations. The company provides a collaborative virtual environment and supports a mission-driven team.
Develop and maintain high annuity production through a detailed business plan, training, and relationships with Financial Institutions.
Execute wholesaling functions in assigned territories, cultivating successful business with top producers.
Coordinate regional business plans with Internal Wholesalers, driving sales team activity and goals.
Protective Life helps protect customers against life's uncertainties, providing peace of mind through insurance and financial products. It is a major company with a strong corporate benefit package, emphasizing employee wellbeing and inclusion.