Vice President - Wealth Management

Ardea Partners • New York, NY

2d • Hybrid

About The Position

The Vice President - Wealth Management will develop and manage client relationships globally within the financial institutions sector, focusing on wealth management and related financial services. This role involves serving as a key client contact, partnering with senior bankers, and leading the execution of wealth management transactions. Responsibilities include financial analysis, due diligence coordination, drafting materials, and managing deal teams. The position also entails mentoring junior staff, acting as a subject-matter expert in wealth management accounting and corporate finance, and ensuring quality control and risk management for all client deliverables. A culture of excellence, integrity, and collaboration is expected to be championed.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration or related field of study, and 4 years of experience as Associate or Analyst involving financial modeling, valuation analysis, transaction execution, due diligence, and preparation of client-facing materials for financial institutions in the investment banking or a related industry.
• Alternatively, a Master’s degree and 3 years of experience.
• 4 years of experience (3 years if Master’s degree) with leading financial modeling, valuation, transaction structuring and process-related workstreams across multiple transactions.
• 4 years of experience (3 years if Master’s degree) with one or more financial data platforms (e.g. Bloomberg, Capital IQ and SNL, FactSet, PitchBook, or comparable).
• 4 years of experience (3 years if Master’s degree) performing financial analysis and modeling, including building integrated three-statement financial models, discounted cash flow (DCF) analysis, leveraged buyout (LBO) analysis, accretion/dilution analysis, and comparable company and precedent transaction analyses.
• 4 years of experience (3 years if Master’s degree) with mergers and acquisitions (M&A), including buy-side and sell-side advisory, divestitures, joint ventures, recapitalizations, management buyouts (MBOs), and leveraged buyouts (LBOs), as well as familiarity with fairness opinions and valuation advisory services.
• 4 years of experience (3 years if Master’s degree) with U.S. GAAP, SEC regulations, and investment banking compliance standards.
• 4 years of experience (3 years if Master’s degree) using Microsoft Excel, PowerPoint, and Word.
• 3 years of experience reviewing teasers, confidential information memoranda (CIMs), management presentations, and due diligence materials.
• 3 years of experience managing multiple multi-party transaction processes in a fast-paced, deadline-driven environment.
• 3 years of experience mentoring and developing junior bankers.
• 3 years of experience reviewing and providing feedback on financial analyses, models, and presentation materials prepared by junior team members.
• 3 years of experience supporting client relationship management and business development efforts in coordination with senior bankers, including pitch preparation and client communications.
• 3 years of experience communicating analytical findings and transaction considerations to senior clients and internal stakeholders.
• 2 years of experience in the wealth management industry, including experience with wealth management business models, regulatory frameworks, key performance metrics, and execution of live transactions.

Responsibilities

• Develop and manage client relationships globally across the financial institutions sector, primarily within wealth management and closely related financial services businesses.
• Serve as trusted day-to-day point of contact for clients and partner with senior bankers to advance client dialogues and deliver strategic advice.
• Lead end-to-end execution of multiple wealth management transactions, including reviewing valuation and financial analysis, coordinating due diligence, drafting and reviewing marketing and board materials, and managing internal deal teams and external parties.
• Manage and develop Associates and Analysts, providing ongoing training, mentoring, and performance feedback.
• Act as a technical subject-matter expert on wealth management accounting and regulatory topics, as well as on core corporate finance and capital markets concepts.
• Own delegation, quality control, and risk management for transaction execution and client deliverables by dividing responsibilities and setting timelines, enforcing review gates and ensuring compliant handling of MNPI, conflicts/KYC, and recordkeeping.
• Champion a culture of excellence, integrity, and collaboration by modeling leadership standards and reinforcing best practices across execution teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level