Managing Director Strategic Equity Investment Partnerships

Managing Director Strategic Equity Investment Partnerships

Advisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network. In this role, you'll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high-potential opportunities and driving them through structuring, negotiation, and successful execution. Once a partnership is established, you will step in as the primary relationship owner and strategic advisor, working directly with founders and leadership teams to help their businesses grow, scale, and succeed. This is a highly visible role that plays a critical part in both bringing new partnerships to life and ensuring their long-term success.

Deal Execution & Structuring

• Take ownership of partnership opportunities once they are sourced and qualified
• Lead structuring and negotiation of minority equity investments and strategic capital partnerships
• Drive end-to-end transaction execution, including due diligence, financial analysis, valuation, legal coordination, and closing
• Collaborate with internal stakeholders and external partners to ensure efficient and effective deal execution
• Ensure all transactions align with Advisors Excel's long-term, non-controlling investment philosophy

Partner Onboarding & Relationship Management

• Serve as the primary relationship owner following transaction close
• Lead onboarding and integration of partner firms into the Advisors Support Network
• Build and maintain trusted relationships with founders, owners, and leadership teams
• Act as the central connection point between partner firms and internal resources

Strategic Advisory & Business Coaching

• Serve as a strategic advisor to partner firms, providing guidance on growth, performance, and operational effectiveness
• Coach advisor offices on key business drivers including client growth, recruiting, operational scale, M&A, and succession planning
• Identify opportunities to improve profitability, efficiency, and enterprise value
• Connect partner firms with internal resources such as finance, compliance, operations, and investment solutions
• Support the development and execution of long-term strategic plans

Experience You'll Bring

• 510+ years of experience in wealth management, investment banking, private equity, corporate development, or advisor-focused partnerships
• Proven experience leading transaction execution, including structuring, negotiating, and closing deals
• Strong financial acumen, including valuation, financial modeling, and deal analysis
• Experience working directly with founders, entrepreneurs, or executive leadership teams
• Ability to operate effectively as both a transaction leader and a long-term strategic advisor
• Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker-dealers, custodians, and advisor platforms

Bonus Points

• MBA, CFA, CFP, CEMA, or other relevant professional designation
• Experience supporting business growth, operational improvement, or post-transaction value creation

What You'll Get

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site caf, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored eventsand more!

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.