Practice Acquisition Manager
About The Position
The Practice Acquisition Manager leads the execution of advisor practice acquisitions from initial evaluation through transaction close. As transaction lead for assigned opportunities, this role drives deal structuring, negotiations, due diligence, stakeholder alignment, and execution across the acquisition lifecycle. The manager partners with practice owners, Market Managers, Legal, Finance, Practice Integration, and other stakeholders to develop transaction structures that align advisor objectives with the firm's growth strategy. The role advances transactions through closing while managing risk, maintaining timelines, and delivering a high-quality advisor experience. The position contributes to annual acquisition volume, assets under management (AUM), and inorganic growth objectives. Candidates living within commuting distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.
Requirements
- Bachelor's degree in Finance, Business Administration, Accounting, Economics, or a related discipline.
- Demonstrated ability to lead complex transactions from evaluation through closing.
- At least 5 years of experience in mergers and acquisitions, corporate development, wealth management, investment banking, business development, strategic partnerships, or related fields.
- Demonstrated success managing transaction execution, negotiations, and due diligence activities.
- Strong understanding of financial statements, valuation concepts, transaction structures, and business economics.
- Demonstrated ability to manage multiple concurrent transactions and competing priorities.
- Strong project leadership, stakeholder management, and organizational skills.
Nice To Haves
- Wealth management, financial advisor, or RIA acquisition experience.
- Experience negotiating founder-owned business transactions.
- Familiarity with business valuation methodologies and transaction structuring.
- Experience working with attorneys, investment bankers, and external advisors.
Responsibilities
- Develop transaction structures, economic terms, and deal frameworks aligned with firm objectives and advisor needs.
- Coordinate the development and execution of Letters of Intent, purchase agreements, and closing documentation.
- Lead cross-functional due diligence across financial, legal, operational, compliance, and business workstreams.
- Prepare executive recommendations, transaction summaries, and approval materials for leadership decision forums.
- Partner with Legal, Finance, and Practice Integration teams to identify and mitigate transaction risks.
- Track transaction economics, key assumptions, and approval conditions throughout the deal lifecycle.
- Identify opportunities to improve acquisition processes, negotiation practices, and execution effectiveness.
- Contribute to annual acquisition volume, AUM, and inorganic growth objectives.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage at no cost to associates
- Basic life and basic AD&D coverage at no cost to associates
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning on January 1 of each year
- Sick time
- Personal days
- Paid day for volunteerism
- Associates may be eligible for bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
