Job Number: 15452

Salary: $75K-$90K DOE + incentive compensation

Industry: Financial Services

What Matters Most:

  • 3-5 years experience as a consultant, investment banker, analyst, business intermediary, or attorney
  • Microsoft Office (especially Excel & PowerPoint) proficiency required
  • Experience in the wealth management/financial services industry strongly preferred
  • Experience with platforms such as Salesforce, HubSpot, Tableau, or Better Proposals preferred

Your New Role:
You’re a top-notch communicator with a keen understanding of how to strategically engage with mergers and acquisitions. You aren’t satisfied until every detail is accounted for — which means your clients place total trust in you. Does this sound like you?

This firm, specializing in consulting, valuations, and succession and continuity planning for wealth management firms is searching for their next Mergers & Acquisitions Consultant to guide their clients through the M&A process and help them strategize. Day-to-day, this will look like consistent client engagement, regular data collection, and managing transactions on behalf of the clients. You’ll also stay up to date on industry trends & best practices, identify and address any problems, and regularly report on project progress both internally and with your clients.

Someone analytical, well-organized, and a creative problem-solver will thrive in this position.

This role will be on-site for the first 90 days and then have a hybrid schedule.

Your New Organization:
While the function of this consulting firm is to grow and strategize with their members, the most valued assets are their employees. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals – whatever that might look like for them.

Your benefits here will include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

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