Director of Succession & Acquisitions

Department: Operations

Employment Type: Full Time

Location: Tampa, FL

Compensation: $110,000 - $130,000 / year

Description

The Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, succession, and transaction strategies within the wealth management ecosystem. This role requires a strong understanding of the financial advisory landscape, with particular emphasis on advisor succession planning, internal and external acquisitions, equity design, and partnership structures. The individual will work cross-functionally with firm owners, internal leaders, and external partners to ensure that transitions and transactions are thoughtfully structured, efficiently executed, and effectively integrated into ongoing operations.

This position plays a key role in helping advisory firms evaluate enterprise value, design continuity plans, and execute both short- and long-term transition strategies. The Director will support initiatives that enhance firm scalability, strengthen governance models, and align ownership structures with growth and retention goals.

Ideal Candidate Profile

The ideal candidate is a strategic yet hands-on consultant with experience guiding advisory firms through succession, M&A, or enterprise development initiatives. They thrive in a consultative, relationship-driven environment and can navigate the financial, operational, and organizational complexities inherent in firm transitions. This individual combines analytical rigor, communication finesse, and execution discipline to help advisors achieve successful outcomes during periods of ownership change, capital formation, or expansion.

Key Responsibilities

• Serve as a consultative partner to financial advisors and firm leaders through all stages of succession and acquisition activity from discovery and valuation through execution and post-transition integration.
• Develop and implement succession strategies for firm owners, including catastrophic succession planning, to ensure continuity and alignment with long-term business goals.
• Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transition frameworks.
• Collaborate with internal and external stakeholders including finance teams, legal counsel, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding.
• Evaluate and advise on governance models, ownership structures, and capital sourcing strategies to support scalable and sustainable firm growth.
• Support the design and implementation of minority equity, synthetic equity, and incentive-based compensation programs aligned with performance and retention objectives.
• Provide financial analysis and modeling to assess enterprise value, transaction scenarios, and long-term financial outcomes for advisors and firm owners.
• Maintain a strong awareness of industry trends, advisor succession challenges, and evolving best practices within the RIA and wealth management ecosystem.
  
  

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 3–5 years of experience in management consulting, corporate development, practice consulting, or M&A advisory within the wealth management, financial services, or RIA industry.
• Demonstrated experience partnering with financial advisors and firm executives on succession planning, M&A, or enterprise consulting engagements.
• Strong financial modeling and analytical skills, with the ability to interpret and communicate complex data clearly and effectively.
• Experience reviewing and interpreting legal documents, transaction terms, and ownership structures.
• Exceptional project management, organizational, and interpersonal skills capable of managing multiple workstreams and priorities simultaneously.
• Highly motivated self-starter with a “doer” mentality who thrives in a fast-paced, dynamic, and collaborative environment.
  
  

Location / Schedule

• This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates
• Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
• Occasional evening/weekend hours may be requested
• Ability to travel up to 25%
  
  

Job Type

• Full-time, Exempt
• $110,000-$130,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities
  
  

Benefits

• 401(k) matching
• Equity
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance