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Concurrent · 2 weeks ago

Vice President of Mergers & Acquisitions

Tampa, FL

Full-time

Hybrid

Mid, Senior Level

$130K/yr - $170K/yr

5+ years exp

Concurrent is a company in the wealth management industry, and they are seeking a Vice President of Mergers & Acquisitions to serve as a strategic advisor and project manager supporting advisory firm transactions. The role involves working cross-functionally to ensure transactions are structured, executed, and integrated effectively into ongoing operations.

AdviceFinancial ServicesWealth Management

Responsibilities

Serve as a consultative partner to financial advisors and firm leaders through all stages of M&A activity, from initial valuation and deal design through post-transaction integration

Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transaction frameworks

Collaborate with internal and external stakeholders including finance departments, legal teams, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding

Manage multiple concurrent projects and deliverables, ensuring all deal-related milestones are met with precision and timeliness

Translate complex financial, legal, and operational considerations into clear recommendations and actionable plans for decision-makers

Build dynamic financial models and scenario analyses in Excel to support valuation, deal structuring, and long-term forecasting

Maintain strong awareness of industry trends, advisor succession challenges, and evolving M&A best practices within the RIA and wealth management ecosystem

Qualification

M&A advisoryFinancial modelingProject managementFinancial analysisConsultative partnershipInterpersonal skillsOrganizational skills

Required

Bachelor's degree in Finance, Business, Economics, or related field

5+ years of experience in management consulting, corporate development, or M&A advisory within the wealth management, financial services, or RIA space

Demonstrated experience partnering with financial advisors and firm executives on mergers, acquisitions, or succession transactions

Strong Excel and financial modeling skills with the ability to analyze and communicate complex data clearly

Exceptional project management, organizational, and interpersonal skills—able to balance multiple priorities across diverse stakeholder groups

Comfort operating in a fast-paced, dynamic environment with shifting priorities and tight deadlines