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About the Role
This role combines M&A expertise and execution excellence to drive Farther’s acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Responsibilities
- Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
- Assist in developing and refining Farther’s acquisition go-to-market strategy by working with internal teams and external sourcing partners
- Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
- Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
- Help structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
- Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
- Contribute to building Farther’s industry presence by engaging with prospective sellers and RIA networks
Requirements
- 2+ years of relevant experience in investment banking, corporate development, or private equity
- Strong financial modeling and valuation skills
- Solid understanding of finance principles and deal construction
- Proven track record in executing M&A transactions
- Excellence in relationship building and stakeholder management
- Demonstrated ability to communicate persuasively and discuss economics with potential sellers
- Resilient and results-oriented approach
- Previous experience at an RIA aggregator
- Direct experience with succession planning for financial advisors
- Experience with post-merger integration
- 1+ years of fintech industry experience
Skills
- Financial modeling
- Valuation
- M&A
- Deal execution
- Due diligence
- Relationship building
- Stakeholder management
- Communication
- Negotiation
- Financial analysis
Experience Level
- 2+ years
Benefits
- Competitive comp package that rewards impact
- Full health benefits
- 401(k) matching
- Roth IRA options
- Unlimited PTO
About the Company
- Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
- Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
- We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
- Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more.
- If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
- With $15 billion in assets under management, we’ve achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions.
- Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.