M&A Corporate Development Associate

Farther•New York, NY

10h

About The Position

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. 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.

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

Nice To Haves

Previous experience at an RIA aggregator
Direct experience with succession planning for financial advisors
Experience with post-merger integration
Industry experience (1+ years of fintech)

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