Senior Associate, M&A/Corporate Development

Description

JOB TITLE: Senior Associate, M&A/Corporate Development

REPORTS TO: Michael Longley, Chief Growth Officer

LOCATION: Miami, FL; New York, NY; Chicago, IL; Omaha, NE: Indianapolis, IN; San Antonio, TX; relocation will be considered

ROLE SUMMARY - The Senior Associate, M&A / Corporate Development will support the sourcing, evaluation, and execution of M&A opportunities across the Sanctuary platform. This role will work closely with senior team members to analyze potential transactions, assist in due diligence, and help coordinate deal execution.. We are seeking a detail-oriented, analytically strong professional who is eager to develop their experience in M&A within the wealth management space and contribute to a high-performing deal team.

Essential Duties And Responsibilities

• Support the full M&A process from initial evaluation through closing, partnering with senior team members on execution
• Assist in building financial models and valuation analyses to evaluate potential transactions to support the final framework of deal structuring, including cash/equity mix, earnouts, and forgivable loan frameworks
• Build and refine financial models and valuation analyses, with a focus on risk-adjusted outcomes
• Contribute to due diligence efforts by gathering, organizing, and analyzing financial, operational, and legal information
• Help identify key risks and considerations and translate findings for internal stakeholders
• Prepare materials such as investment summaries, presentations, and deal updates for senior leadership review
• Participate in calls and meetings with prospective partner firms and sellers alongside senior leadership, helping guide them through the transaction
• Support and participate in negotiations, bringing a practical and solutions-oriented approach
• Help track deal pipeline activity and maintain organized documentation across active opportunities
• Assist with post-close integration efforts and ongoing performance tracking
  
  
  

Knowledge Skills And Abilities

• 4 years of experience in investment banking, private equity, corporate development, consulting, or transaction advisory in an RIA
• Prior experience working on an RIA deal team is required (buy-side, sell-side, or advisory capacity)
• Foundational experience supporting transactions, financial analysis, or due diligence processes
• Strong financial modeling and analytical skills with attention to detail Understanding of deal structures (i.e. earnouts, equity, cash considerations) and ability to identify key risks with a desire to deepen experience
• Strong communication skills and comfort working with internal stakeholders and external partners
• Highly organized with the ability to manage multiple concurrent deals
• Experience in wealth management / RIA space
• Advanced proficiency in Excel and PowerPoint
  
  
  

Requirements

KNOWLEDGE SKILLS AND ABILITIES

• 4 years of experience in investment banking, private equity, corporate development, consulting, or transaction advisory in an RIA
• Prior experience working on an RIA deal team is required (buy-side, sell-side, or advisory capacity)
• Foundational experience supporting transactions, financial analysis, or due diligence processes
• Strong financial modeling and analytical skills with attention to detail Understanding of deal structures (i.e. earnouts, equity, cash considerations) and ability to identify key risks with a desire to deepen experience
• Strong communication skills and comfort working with internal stakeholders and external partners
• Highly organized with the ability to manage multiple concurrent deals
• Experience in wealth management / RIA space
• Advanced proficiency in Excel and PowerPoint
  
  
  

EDUCATION

• Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field required
• Strong academic foundation in financial analysis, valuation, or corporate finance preferred
• MBA or advanced degree is a plus, but not required