VP, Corporate Development
About The Position
The VP of Corporate Development will be a key strategic leader at Advisor360°, responsible for driving inorganic growth through acquisitions, partnerships, and strategic investments. This role will sit at the intersection of strategy, finance, and execution - shaping how we expand our platform, enter new markets, and accelerate innovation in the wealthtech space. You’ll work closely with the CEO, COO/CFO, and executive team to evaluate opportunities, structure deals, and integrate new businesses and technologies into Advisor360°. The ideal candidate combines deep transaction experience with strategic thinking and the ability to execute in a high-growth, fast-paced environment.
Requirements
- 12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting, with significant exposure to SaaS, fintech, or wealth management.
- Proven track record of leading and executing M&A transactions and strategic partnerships from sourcing to integration.
- Strong financial modeling, valuation, and deal-structuring skills.
- Exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies.
- Executive presence and credibility, with strong influencing and negotiation skills.
- Excellent collaboration skills with experience working cross-functionally with executive teams and boards.
- A strategic thinker who is also hands-on and able to dive into details to drive outcomes.
Nice To Haves
- Experience in high-growth or private equity-backed companies is strongly preferred.
Responsibilities
- Lead Advisor360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments.
- Partner with the executive team to define long-term growth priorities and assess external opportunities that align with our vision and financial goals.
- Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment.
- Drive end-to-end transaction execution, including due diligence, deal structuring, negotiation, and integration planning.
- Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealthtech ecosystem.
- Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships.
- Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions.
- Represent Advisor360° at industry events and in external discussions with potential partners, investors, and acquisition targets.
Benefits
- Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company.
- We offer comprehensive health benefits, including dental, life, and disability insurance.
- We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
Number of Employees
251-500 employees
