Vice President, M&A/Corporate Development

Sanctuary Wealth•Miami, FL

15h

About The Position

The Vice President of M&A / Corporate Development will serve as a key internal resource, partnering with Sanctuary advisors and external RIAs to source, evaluate, and execute M&A opportunities. We are seeking an individual who can own and lead the deal process end-to-end, with deep experience in deal structuring and due diligence. This role will work closely with senior leadership and act as a primary point of contact for prospective partner firms throughout the transaction lifecycle.

Requirements

10+ years of experience in investment banking, private equity, corporate development, or transaction advisory in an RIA
Demonstrated ability to lead deal workstreams and guide transactions from diligence through close
Strong experience in deal structuring and understanding of risk-sharing mechanisms (earnouts, forgivable loans, etc.)
Deep familiarity with due diligence processes and ability to identify and assess key risks
Advanced financial modeling and valuation capabilities
Strong communication skills with the ability to engage firm owners and senior stakeholders
Highly organized with the ability to manage multiple concurrent deals
Strong experience in the wealth management / RIA space
Advanced proficiency in Excel and PowerPoint
Located in Omaha, Miami, Indianapolis, Chicago, San Antonio, or New York City – relocation is an option

Responsibilities

Lead and quarterback the full M&A process from initial evaluation through closing
Drive deal structuring, including cash/equity mix, earnouts, and forgivable loan frameworks
Build and refine financial models and valuation analyses, with a focus on risk-adjusted outcomes
Own the due diligence process, coordinating across legal, financial, and operational workstreams
Identify key risks and opportunities and translate findings into clear recommendations
Prepare and present investment memos and deal updates to senior leadership
Serve as a primary interface with RIA founders and sellers, helping guide them through the transaction
Support and participate in negotiations, bringing a practical and solutions-oriented approach
Help manage and prioritize deal pipeline and execution timelines
Assist with post-close transition and performance tracking