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Job description
A fast growing Registered Investment Advisor with approximately $3 billion in AUM, backed by a strong leadership team and a clear mandate for inorganic growth, is looking to add a Director of Corporate Development to their team as part of their next phase of expansion. This person will lead acquisition strategy and execution and is ideal M&A professional who wants ownership, visibility, and the opportunity to materially shape the growth of a scaled RIA firm.
This company is headquartered in Tysons, VA and will require someone to have the ability to commute to the office several times per week.
The Opportunity
Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually
Serve as the point person for the entire deal lifecycle, from sourcing through integration
Work directly with the CEO and executive leadership team to drive long-term growth strategy
Build repeatable acquisition and integration processes in a highly active deal environment
Key Responsibilities
Source and evaluate potential acquisition targets (RIA and wealth management firms)
Lead valuation, financial modeling, and investment committee materials
Manage due diligence processes across financial, operational, legal, and cultural dimensions
Negotiate transaction structures, purchase agreements, and key deal terms
Coordinate with internal and external stakeholders (legal, compliance, finance, advisors)
Oversee post-close integration planning and execution to ensure retention and value creation
Track and report on acquisition performance and synergy realization
Ideal Candidate Profile
7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions
Strong understanding of RIA economics, advisor succession, and valuation frameworks
Proven experience executing multiple transactions annually
Exceptional financial modeling, analytical, and negotiation skills
Comfortable operating in a lean, entrepreneurial environment
Strong communication skills with the ability to influence senior stakeholders
High integrity, sound judgment, and a collaborative mindset
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Worksite address
washington, DC, 20022, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.