Director, M&A Partnerships

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🌽 Illinois, New York, +2 more states – Remote

🌽 Illinois – Remote 🗽 New York – Remote 🍂 Massachusetts – Remote ⛷️ Utah – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

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EP Wealth Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

👥 B2C

Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

📋 Description

• Evaluate the competitive landscape and assist in the development and advancement of the M&A strategic initiatives of EPWA. • Lead and manage the full scope of the mergers and acquisition process from initiation to completion. • Lead the end-to-end sales and relationship management process for M&A opportunities, cultivating trusted relationships with business owners, executives, intermediaries, and strategic partners while driving deal origination, client engagement, and transaction momentum. • Prepare multiple financial analyses and due diligence on potential acquisition targets. • Assist in negotiating deal terms and structure agreements. • Prepare investment presentations summarizing conclusions and recommendations to Executive Management

🎯 Requirements

• Bachelor's or Master's in Finance, Accounting or related field • 3-5 years of experience in Mergers and Acquisitions, preferably in Corporate Development, Investment Banking and/or Private Equity field • Proficient at Microsoft Excel and Microsoft PowerPoint • Strong financial acumen with a solid understanding of valuation techniques, financial modeling, return analysis, and deal structuring. • Excellent interpersonal and oral communications with prospects, internal stakeholders, and third parties

🏖️ Benefits

• 11 Paid Holidays + 2 Floating Holidays • Unlimited PTO • Paid Parental Leave • Paid Volunteer Time • Flexible Work Schedule • Highly subsidized Health, Dental, and Vision Plans • 401k Retirement Account with company match contributions • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance • Flexible Spending Accounts and Health Savings Accounts • Employee Financial Education • Employee Educational Expense Reimbursement • Employee Charitable Donations • Employee Referral Incentives • Employee Team Building Activities • Employee Assistance Program