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Vice President of Mergers & Acquisitions

Concurrent Investment Advisors

Tampa, FL(remote)

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JOB DETAILS
SALARY
$130,000–$170,000 Per Year
SKILLS
Analysis Skills, Best Practices, Business Administration, Communication Skills, Corporate Planning, Cross-Functional, Dental Insurance, Documentation, Due Diligence, Economics, Ecosystems, Finance, Financial Modeling, Financial Services, Financial Statements, Forecasting, Funding, Industry/Trade Analysis, Interpersonal Skills, Leadership, Legal, Loan Accounting, Loans, Management Consulting, Mergers and Acquisitions, Microsoft Excel, Multitasking, Organizational Skills, Project/Program Management, Rich Internet Application (RIA), Risk Analysis, Succession Planning, Time Management, Vision Plan, Wealth Management, Willing to Travel, Work From Home
LOCATION
Tampa, FL
POSTED
30+ days ago

Description


The Vice President of Mergers & Acquisitions will serve as a strategic advisor and project manager supporting advisory firm transactions within the wealth management industry. This role requires a deep understanding of the financial advisory landscape, with a particular emphasis on advisor succession, mergers, acquisitions, and partnership structures. The individual will work cross-functionally with advisors, finance teams, lenders, legal counsel, and internal firm leaders to ensure transactions are thoughtfully structured, executed seamlessly, and integrated effectively into ongoing operations.

The ideal candidate is a strategic thinker with hands-on experience guiding advisory firms through M&A or succession planning processes. They thrive in a consultative, relationship-driven environment and can navigate the complexities of financial, legal, and operational deal structures with confidence. This individual possesses the rare blend of analytical rigor, communication finesse, and execution discipline needed to help advisors achieve successful outcomes in high-stakes transactions.

Key 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.

Qualifications


  • Bachelor’s degree in Finance, Business, Economics, or related field (MBA or advanced degree preferred).
  • 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.
Location / Schedule
  • This position will work in our Tampa, FL office. Remote work will be considered for well qualified candidates. 
  • Working hours are 9am-5pm Monday-Friday with the option to work remote on Fridays
  • Occasional evening/weekend hours may be requested.
  • Ability to travel up to 25%
Job Type 
  • Full-time, Exempt
  • $130,000-$170,000 base per year, dependent on experience, with additional semi-annual performance bonus opportunities

Benefits


  • 401(k) matching
  • Equity
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

About the Company

C

Concurrent Investment Advisors