What are the responsibilities and job description for the Mergers and Acquisitions Associate position at The Well?
We’re hiring a M&A Sales & Marketing Coordinator on behalf of our client—a growing wealth management organization expanding its national M&A footprint.
Compensation: $80,000 base $2,000–$4,000 monthly bonus
Location: Raleigh, NC or Alpharetta, GA
If you love project management, organization, and keeping fast-moving teams aligned, this could be a great fit.
Why this role?
- Support advisor M&A activity across sales, marketing, and operations
- Coordinate schedules, follow-up, CRM entries, and deal flow
- Work closely with leadership on high-impact growth initiatives
- Clear long-term path to leadership (but not a fast track)
You’re a great fit if you have:
- Experience in an RIA or financial services firm (Required)
- Strong project management and administrative skills
- Proficiency in Salesforce, Microsoft Office, and Deal Room
- A friendly, professional communication style
- Ability to juggle multiple priorities with ease
- Willingness to travel to sites as needed
This is an administrative role, NOT a sales role. You will be responsible for supporting the M&A team, but not closing new deals. If this feels like a fit, and you have project management skills, let's talk.
Salary : $2,000 - $4,000