VP, Strategic Acquisitions

Overview

This position is responsible for leading the end-to-end coordination and completion of M&A transactions, serving as the central “quarterback” across all internal functional teams. This role ensures seamless alignment between strategy, diligence, deal execution, and integration planning by orchestrating cross-functional efforts and driving accountability throughout the transaction and onboarding lifecycle. This leader partners closely with executive and senior leadership, business development, finance, legal, HR, IT, and business unit stakeholders as necessary to ensure deals are completed efficiently, risks are proactively managed, and value creation objectives are achieved.

Responsibilities

• Provide enterprise level coordination for all active M&A initiatives, including strategic alignment, facilitative execution, and cross-functional accountability.
• Own end-to-end execution, setting and driving timelines, milestones, and decision gates from due diligence through pre- and post-closing of transactions.
• Identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle.
• Lead and coordinate activities across internal workstreams including Transition, Compliance, Finance, Legal, HR, IT, and Marketing.
• Establish clear roles, responsibilities, and accountability across all contributors.
• Establish and maintain M&A playbooks, tools, and governance frameworks.
• Implement tracking mechanisms to monitor transaction progress and value realization.
• Serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade-offs, and decisions required.
• Serve as the primary transaction liaison between Cambridge and sellers, coordinating information requests and exchanges, connecting cross-functional teams, and supporting advisor onboarding and enablement.

Qualifications

The ideal candidate is a strategic and results-driven professional with a bachelor’s degree, MBA or other advanced degree preferred, complemented by 10+ years of experience in practice management, business development, investment sales, consulting, or a related field. This individual brings a proven track record of successfully leading complex, cross-functional projects and transactions, with deep knowledge of the full M&A lifecycle, including due diligence, execution, and post-transaction integration. They possess the ability to influence and align stakeholders across multiple broker-dealer and RIA functions while navigating competing priorities with confidence and professionalism. The ideal candidate demonstrates exceptional analytical, problem-solving, and decision-making skills, paired with outstanding communication and executive presentation abilities that enable them to effectively engage leadership teams, build strong relationships, and drive strategic initiatives forward.

Salary

Salary Range: $130,000 - $170,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Work Environment

Work Environment: This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.

Company Details

Company overview, benefits, and recruiting information have been removed to focus on the job responsibilities and requirements.