Corporate Development Manager (M&A)

Allworth Financial () is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

SUMMARY:

The primary responsibility of the Corporate Development Manager is to facilitate the successful progression of acquisition opportunities through the pipeline from the phases of valuation, preliminary due diligence, negotiation, board approval, letter of intent, and confirmatory due diligence, through to the integration of the acquired business. This position is a high-profile position in the Corporate Development (Mergers & Acquisitions) function within the Finance Department at Allworth Financial, and emphasizes collaboration, cross-functional ownership, and accountability across the organization.

This is a full-time, exempt, hybrid position and has the flexibility to work in one of our Addison, Texas office. 

DUTIES AND RESPONSIBILITIES:

Corporate Development / Deal Support

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  • Monitor and report on the status of corporate development opportunities being pursued
  
  
  • Review due diligence information and prepare the necessary business analyses and valuation models to negotiate with sellers
  
  
  • Develop presentation material and other key transaction-related documentation to support corporate development activities
  
  
  • Document key processes and support the buildout of the corporate development (acquisitions) playbook
  
  

Integration Management

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  • Liaise with the teams in the acquired businesses to ensure their requirements are understood and managed appropriately
  
  
  • Facilitate cross-functional meetings with all parties involved and ensure task level deliverables are monitored, issues resolved, and timelines achieved
  
  

Process Optimization

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  • Streamline existing processes and improve the efficiency of the business through simplifying processes and leveraging technology where possible to eliminate manual work
  
  

Management Reporting & Analysis

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  • Perform ad-hoc financial and operational analyses and prepare reports as required
  
  

QUALIFICATIONS:

• Bachelor’s Degree in Finance, Business, or related field required


• 2+ years of professional experience in FP&A, Corporate Development, Strategic Finance, Consulting, Operations, Investment Banking, or similar environment


• Experience working with private equity-backed firms a plus


• Process-oriented and highly organized, with excellent attention to detail


• Strong analytical and critical thinking skills


• Excellent verbal and written communication skills


• Excellent interpersonal and organization skills


• Advanced Excel and PowerPoint skills

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates


• Dental insurance with MetLife


• Vision insurance with VSP


• Optional supplemental benefits


• Healthcare savings accounts with company contribution


• Flexible spending accounts


• Flexible working arrangements


• Generous 401K contributions 


• Exempt associates qualify for our flexible paid time off policy.


• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment


• 11 Paid Holidays


• Option to participate in our Equity Purchase Program


• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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