Corp Dev VP | Wealth Management | NYC
Selby Jennings
A rapidly growing firm in the wealth management space is seeking a Corporate Development Vice President to join its M&A team in New York. This role offers the opportunity to play a key part in sourcing, evaluating, and executing acquisitions within a highly fragmented and active market. Key Responsibilities Support end-to-end M&A execution, including financial analysis, valuation, and deal structuring Identify and evaluate acquisition targets within the independent RIA (Registered Investment Advisor) landscape Contribute to origination efforts through market mapping, outreach, and relationship development Manage a pipeline of active opportunities and assist in advancing deals from initial contact through close Conduct industry research and leverage public filings (including SEC Form ADV) to identify and assess targets Collaborate with internal stakeholders and senior leadership on strategic growth initiatives Candidate Profile 5-10 years of relevant experience in investment banking, corporate development, or a related M&A environment Strong financial modeling and transaction execution skills Prior exposure to FIG, wealth management, or asset management is a plus Interest in origination and building relationships with potential acquisition targets Track record of success within a team-oriented environment and demonstrated career progression Highly detail-oriented with strong analytical and communication skills Industry Focus Focused on the acquisition of independent wealth management firms (RIAs) Target companies typically range from $250M to $1B in AUM Operates within a large, fragmented market with thousands of potential acquisition targets Active deal environment with a consistent pipeline of live opportunities Lifestyle 4 days in-office with travel and conference attendance Opportunity for increased ownership, visibility, and long-term growth within a lean team #J-18808-Ljbffr
$200k - $250k
...are currently seeking a Vice President, Strategic Finance and Corp Dev to join our Strategic Finance & Treasury team based in our... ...credibility and work cross functionally with senior/executive management, to build strong internal networks and business relationships...SuggestedWork experience placementWork at officeLocal areaWork from home1 day per week- ...Citi Global Wealth at Work - Associate Banker - Safe Act LO - Assistant Vice President - NYC Working at Citi is far more than just a job. A career with us means joining... ...Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source...Suggested
- BNY Mellon is looking for a Vice President, Executive Programs and Wealth Events Manager in New York. This strategic position involves leading the planning and execution of impactful executive programs and events. Responsibilities include managing significant internal and...Suggested
- ...VP- Technology Information Risk Management Location: Ideal 2-3 days Hybrid in NYC office Duration: Full Time Location Options: Open to a combo of Melville, NY (Long Island) with one day in NYC (initial training in NYC) Open to a combo of Florham Park, NJ with...SuggestedFull timeWork at office
- ...Remote Jobs is seeking an experienced Vice President for Wealth and Brokerage to oversee operations, drive sales, and engage with key industry players. The ideal candidate should have over 10 years of experience in brokerage, a deep understanding of cryptocurrency, and...SuggestedRemote work
- TwinThread, located in New York, is looking for a skilled professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with the private banking team. Candidates...
$120k - $150k
...Wealth Advisor Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly... ...NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer. NFP Corp- TwinThread is seeking a Vice President for Wealth Management Credit Forecasting located in Kentucky. In this role, you will manage a team, lead credit forecasts, and collaborate with various internal stakeholders. Ideal candidates will have 5+ years in Risk Management,...
- JPMorgan Chase & Co. is looking for a Vice President in Wealth Management Planning & Analysis to manage strategic financial reporting, assist with decision making, and provide leadership across teams. The ideal candidate will have a Bachelor’s degree in Accounting, Finance...Full timeWork at officeLocal areaRelocation package
$147.5k - $200k
...President, Senior Marketing Strategist Location Designation: Hybrid, NYC-Home Office Position Overview We are seeking an experienced... ...executive communication (written and verbal) and stakeholder management skills Ability to influence senior leaders and operate...Home office- A leading global investment management firm based in New York is seeking a Wealth Alternatives Specialist (Vice President) to manage sales in the alternative investments sector. The ideal candidate will have over 15 years of experience, strong communication skills, and...
$68k - $175k
...Functional Relationship Mgt and Business Dev New York, NY, United States Job Description... ...President, Cross-Functional Relationship Management and Business Development At BNY, our... ...Management and Business Development to join our Corp Trust Client Practice team. This role is...Temporary workWorldwideFlexible hours$250k
A leading investment bank is seeking a Vice President to join their Asset & Wealth Management team in New York, NY. The role requires a minimum of 5 years of investment banking experience, particularly in M&A transactions. Candidates should possess strong analytical and...$190k - $215k
The International Executive Service Corps is seeking a Vice President, Grants and Contracts based in New York. This full-time role involves... ...with donor regulations. Responsibilities also include managing a team, proposal development, and implementing best practices in...Full timeContract workWork at office- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...
- ...the whiteboard Strong operator mindset. You care about metrics and outcomes Clear communicator with founders, reps, and partners NYC based AND willing to be in office regularly Why Thera Real customers. Real revenue. Real problems Simple product with strong pull...For contractorsWork at office
$141k - $197k
The VP of Alternatives Marketing, Global Wealth Alternatives is a senior individual contributor driving an insight‑led marketing content strategy for... ...Qualifications 5 years of related financial services or asset management experience. Experience working with wealth audiences...Work experience placementWork at officeFlexible hours- Citigroup Inc. in New York is seeking a Deposit Product Manager (Vice President) for its NAM Wealth Deposit Product Management team. The role involves overseeing product governance, regulatory initiatives, and operational processes for deposit products aimed at Wealth Clients...
- ...financial services firm in New York is seeking a Head of Private Wealth Alternatives to enhance client service for registered broker dealers and intermediaries. This role involves building a team, managing client relationships, and driving service excellence in...
- ...market share for our real estate products through the Private Wealth channel. You will lead efforts in developing a sales strategy,... ...presentation and relationship-building skills along with a robust understanding of real estate investment management. #J-18808-Ljbffr Aumni
$141k - $338k
...Vice President for their Business Unit in New York, New York. The role involves managing client relationships, preparing for client meetings, and analyzing market trends to support private wealth management. Candidates should have a bachelor's degree in relevant fields and...$115k - $270k
...consolidated reporting and family office advisory for ultra-high-net-worth clients. The role requires over 10 years of experience in wealth management and strong communication skills. Candidates should hold a relevant Bachelor's degree, with advanced certifications preferred....Work at office$150k - $300k
...Asset & Wealth Management, Investment Grade Corporate Private Credit Vice President New York Goldman Sachs Alternatives Goldman Sachs... ...President to join our Investment Grade Corporate Private Credit ("IG Corp") team in the New York office. Investment Grade Corporate...Full timeTemporary workPart timeWork at officeFlexible hours$130k - $250k
...What We Do The Multi-Asset Solutions Group (MAS) within Goldman Sachs Asset & Wealth Management delivers customized portfolio solutions for institutional clients, investing across asset classes, regions, and the risk spectrum in both public and private markets...Full timeTemporary workPart time$123.5k - $185k
...The J.P. Morgan Wealth Management Communications team is seeking a communications expert to lead the editorial strategy and day-to-day management of its intranet, read by over 10,000 employees, and serve as a key voice for the CEO's internal communications. As...$115k - $270k
Goldman Sachs Group, Inc. is seeking a Vice President for their Private Wealth Management team in New York. The ideal candidate will administer fiduciary accounts, ensuring high service standards, and collaborate with Private Wealth Advisors. Key requirements include a...- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...
- Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management...Day shift
$250k - $300k
Ares Management Corporation is seeking a Vice President, Counsel for its Global Wealth Management Legal team based in New York. This role involves identifying legal risks, providing product support, and building collaborative relationships. The ideal candidate has 8+ years...$125k - $290k
...Alternative Sales Position A career with Goldman Sachs Asset & Wealth Management (GSAM) offers an opportunity to help clients globally realize... ...YOUR POTENTIAL Manage a large sales territory in the NYC area focused on the top RIA, Wirehouses, and BD advisor relationships...Full timeTemporary workPart timeWorldwide
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