Corporate Development Director

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology—delivering a comprehensive, tailored wealth management experience. Backed by top-tier venture capital firms, fintech investors, and industry leaders, Farther’s founders bring a unique blend of traditional wealth management, fintech, and technology expertise. Joining Farther means collaborating with a team of entrepreneurs passionate about helping clients and teammates achieve more.

About the role

With $23 billion in assets under management, Farther has achieved significant growth through advisor recruitment and an expanded strategy of acquiring practices. This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will evaluate and execute M&A opportunities with retiring advisors and RIA firms, leveraging Farther’s technology platform to serve clients more effectively and cost-efficiently.

Responsibilities

• 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.
• Develop compelling business cases for sellers while generating strong economics for the company.
• Create comprehensive valuation models and committee memoranda, 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.

Requirements

• 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.

Preferred Qualifications

• 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).

Benefits

• Competitive compensation package that rewards impact.
• Full health benefits.
• 401(k) matching & Roth IRA options.
• Unlimited PTO.