Director, Corporate Development (Boston, MA)

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is afundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As Director, Corporate Development, you’ll leadthe deal execution of EFE’s M&A efforts. We are looking for someone who is experienced in M&A, preferably in the wealth management space, and has experience leading deal processes from pre-LOI through transaction closing. The key focus will be managing the due diligence process of each transaction, which is comprised of legal due diligence, financial due diligence, and operational due diligence. This role will collaborate with, and lead, various internal and external stakeholders through that diligence process to successfully close transactions, while managing a high volume of information across multiple workstreams, identifying, and resolving issues as they arise during diligence, and effectively communicating and documenting all findings to be applied during integration. Strong relationship skills, and ability to effectively engage with the acquisition target, EFE’s external diligence consultants and EFE’s internal partners will be crucial. If you enjoy a fast-paced, highly visible and impactful role in one of the key growth initiatives for a company, thisis an excellent opportunity for you!

Responsibilities:

• Lead EFE’s due diligence efforts to for EFE’s prospective acquisition targets
• Manage relationships with internal and external stakeholders (prospective acquisition target, external diligence consultants and internal partners) to ensure appropriate information is delivered, reviewed, analyzed and acted upon
• Clear and timely communication of issues identified during diligence, with ability to either address or creatively solve material problems
• Document diligence findings and ensure key learnings during diligence are captured by EFE’s internal integration teams to allow for a smooth integration process post-closing

Requirements:

• Bachelor’s degree in a required field or the equivalent in work experience
• 8 years’ relevant work experience
• Experience leading M&A due diligence processes, preferably in the wealth management space
• Strong communication, organization and problem solving skills

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1with 145 offices2across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

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1 The Barron’s 2023 Top 100 RIA Firms list, aneight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.