Director – Inorganic Growth

4-7 years of experience in wealth management, investment banking, consulting, corporate development or another related field.
Strong analytical skills with experience in financial modeling, valuation and market analysis.
Familiarity with wealth management industry trends, particularly in RIA acquisitions.
Excellent communication and organization skills, with a strong attention to detail.
Ability to manage multiple projects simultaneously in a fast-paced environment.
Bachelors degree in finance, economics, business or a related field; MBA or CFA preferred.

Assist in developing the inorganic growth strategy for Bernstein Private Wealth.
Maintain awareness of market trends, pricing, and competitive landscape.
Establish the ideal prospect profile (e.g., geography, product, or sector specialties) that aligns with organizational/business unit needs.
Utilize internal and external resources to execute the outbound sourcing process.
Aid in developing relationships with investment banks, advisors, and industry contacts.
Help to drive the valuation and transaction pricing process.
Partner with internal stakeholders to manage the due diligence and contracting process.
Maintain a project plan to track diligence progress by function and ensure satisfactory completion of diligence requirements.
Work with internal stakeholders to get diligence sign-off from subject matter experts.
Collaborate with the integration team to ensure a smooth transition from transaction execution to onboarding and integration.