Equitable · 12 hours ago
Head of Wealth - Mergers and Acquisitions (HYBRID)
New York, NY
Full-time
Hybrid
Director/Executive
$440K/yr - $447K/yr
7+ years expEquitable is a company dedicated to helping clients secure their financial well-being. They are seeking a strategic leader to serve as Head of Wealth Mergers & Acquisitions, responsible for leading M&A activities in the Wealth Management segment, including market analysis, deal origination, and execution.
BankingConsultingFinancial Services
Responsibilities
M&A strategy: Development and implementation of WM M&A strategy; support of broader enterprise M&A strategy (beyond wealth)
Strategic Planning: Collaborate with executive leadership to define and refine the firm’s M&A goals in alignment with long-term growth objectives
Market Mapping: Develop a view of the target market (across the broker-dealer and RIA landscape), including segment priorities, geographic opportunities, and acquisition themes
Competitive Intelligence: Monitor industry trends and competitor activity to proactively inform target selection and deal timing
Strategy Communication & Updates: Prepare supporting materials and updates on sourcing activity, deal stages, and conversion rates for investor reporting, team presentations, and partner discussions related to M&A strategy and pipeline status
Deal Origination: Proactively sourcing opportunities across the WM landscape
Target Identification / Pipeline Maintenance: Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy
Relationship Development: Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, consultants, lawyers and other market influencers
Outbound Outreach/Inbound Screening: Execute structured outreach campaigns tailored to priority firms and evaluate inbound interest from potential sources
Deal Execution: Leading all projects and all aspects of transaction process
Process Management: Coordinate and manage the transaction process with both internal and external stakeholders
Financial Modeling & Valuation: Support the development of financial models to assess transaction viability, deal structure options, and pro forma impact (i.e., returns and accretion / dilution)
Diligence Coordination: Lead diligence efforts across organization, engaging with internal partners such as business, finance, legal, tax and accounting
Deal Negotiations: Assist in drafting and reviewing LOIs/IOIs, term sheets, and transaction documents in partnership with legal and executive leadership
Deal Tracking: Assist in monitoring and updating senior leadership on deal performance over time, measured against select KPIs
Qualification
Required
Bachelor's degree required
7+ years of transaction-related experience (buy-side and sell-side), ideally in investment banking or corporate development
Minimum 2 years of Wealth Management transaction experience required
Advanced financial modeling, valuation, and presentation skills; proficiency in Excel, PowerPoint, and S&P Market Intelligence
Strong understanding of economics, finance, accounting, and Wealth Management trends
Preferred
MBA preferred
Experience in Retirement and Asset Management preferred
Benefits
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
H1B Sponsorship
Equitable has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
MarketScreener
2025-11-04
2025-10-27
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