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Farther Finance is a rapidly growing RIA (Registered Investment Advisor) with $23 billion in assets under management, combining expert advisors with cutting-edge technology to deliver comprehensive wealth management. The company is backed by top-tier venture capital and fintech investors, with founders who bring deep expertise in traditional wealth management, fintech, and technology.
As Corporate Development Director, you will lead Farther's M&A strategy and execution within the RIA space, driving growth through the acquisition of retiring advisors and RIA firms. This is a hands-on role that combines strategic planning with deal execution excellence.
Key responsibilities include:
- Leading end-to-end M&A processes from target identification through deal execution and integration
- Building and executing the company's acquisition go-to-market strategy, leveraging Farther's technology platform
- Developing compelling business cases for sellers while generating strong economics for the company
- Creating valuation models, committee memoranda, and conducting thorough due diligence
- Structuring and negotiating complex deal terms aligned with strategic objectives
- Designing and implementing post-merger integration strategies
- Collaborating cross-functionally with operations, product, recruiting, finance, legal, and compliance teams
- Building industry networks and positioning Farther as the acquirer of choice in the RIA space
Ideal candidates have 4+ years of relevant experience in corporate development, M&A advisory, private equity, or investment banking, with an MBA from a top-tier institution. You should have strong financial modeling and valuation skills, proven M&A execution experience, and excellence in relationship building and stakeholder management. Prior experience in wealth management, RIA aggregation, or succession planning for financial advisors is a bonus, as is a network within the top RIA aggregators.