UNKNOWN

FEED

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

YEAR

Osaic Inc

Senior Finance Manager, M&A

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Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Bank of America

Client Service Associate

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Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

MWM Market Executive

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Complex Product Manager

TEMPORARY

Support compilation and financial statement preparation: enter checks and deposits, complete bank and credit card reconciliations, post journal entries, manage invoicing, process payments, and track accounts receivable and accounts payable. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

HOUR

Trajan Wealth LLC

Tax Internship

Talent Acquisition

The ideal candidate will have extensive experience practicing law in the trusts and estates field and the ability to analyze complex estate planning documents, identify planning opportunities and gaps, and communicate sophisticated concepts in a practical and actionable manner to financial advisors. Review, analyze, and summarize complex estate planning and related documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, individual and corporate tax returns, buy-sell agreements, and other planning instruments.

Advisor Group

Senior Estate Planning Strategist

The Finance Manager, M&A will play a critical role in supporting the firm's acquisition strategy through the evaluation, execution, and integration planning of Registered Investment Advisors (RIAs), financial advisor practices, wealth management firms, and related business opportunities. The successful candidate will combine strong financial and valuation expertise with an understanding of advisor practice economics, wealth management business models, and inorganic growth strategies.

Finance Manager, M&A

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Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. This role requires a high degree of initiative, organization, and personal accountability, with responsibility for proactively creating opportunities, managing multiple priorities, and continuously advancing business development activity across the market.

The Colony Group, LLC

Associate Vice President, Business Development

Furthermore, you will conduct back-office reviews of complex, high risk brokerage money movement transactions for accounts clearing through National Financial Services. Branded Society 1851 Wealth Management, our strategy includes growing and retaining our experienced advisor population through MassMutual agencies across the country.

Massachusetts Mutual Life Insurance Company

Suitability Principal

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Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Opportunity in Financial Services Senior Finance Manager, M&A Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. Summary: The Senior Finance Manager, M&A will play a leadership role in executing the firm's inorganic growth strategy through the acquisition of Registered Investment Advisors (RIAs), independent advisor practices, OSJs, and wealth management businesses.

Advisor Group Jobs

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Your primary focus will be to support our new Secured Credit Account (SCA) is a securities-based line of credit which provides Advisors with a new liquidity tool to help their clients take advantage of an opportunity to invest in a new business or real estate or meet an unexpected expense – all without disrupting their investment portfolio strategy.

LPL Financial

Lending Specialist

Mentor architects and senior engineers, communicate technical trade-offs clearly, and represent architecture in vendor negotiations, due diligence, and strategic planning. Familiarity with wealth-management technology such as Salesforce, portfolio management and rebalancing, trading and order management, account opening, and clearing or custodial integrations.

EPC Eneric Petroleum

Enterprise Software Architect

Key Responsibilities As a CFP® at Matson Capital, you serve as a trusted advisor, helping other advisors transition clients to Matson Capital and guiding those clients after that transition by providing comprehensive financial planning services, including Matson Money’s investment management, and retirement planning, to help clients achieve their American Dream. As a CFP® at Matson Capital, you are a trusted teammate dedicated to helping advisors secure the legacy of their businesses, while building rapport with clients as they transition to Matson Capital.

Matson Capital

Certified Financial Planner®– Matson Capital

Working under the direction of the Senior Lead, Complex Products Manager, this role coordinates product onboarding, platform updates, sponsor relationships, reporting, advisor-facing resources, and cross-functional projects across alternative investments, annuities and insurance strategies, ETF-driven structures, and other products requiring enhanced education or controls. Working knowledge of one or more complex product categories, such as alternative investments, annuities, insurance strategies, structured products, defined-outcome ETFs, options-based ETFs, private markets, or similar structures.

FULL_TIME

The Director of Human Resources serves as a strategic people leader responsible for designing and executing a comprehensive human resources function that drives organizational performance, fosters an exceptional employee experience, and ensures legal compliance. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

Director of Human Resources

Working knowledge of Dagster (or a comparable orchestration framework such as Airflow or Prefect) and Snowflake, including building data pipelines, modeling warehouse data, and integrating analytical workloads with operational APIs. Strong proficiency in a modern frontend framework (React preferred; Vue or Angular acceptable) with TypeScript, and in at least one backend language commonly used in financial services (Java, Python, Go, Node.js, or C#).

Sr. Full Stack Engineer

As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

Deloitte

Investment Management - Business Strategy Manager

Position Responsibilities: Responsible for promoting a full range of Wealth Management solutions to registered investment advisors (RIA) with industry-leading access to Portfolio Managers and Strategists, providing proactive sales and business building ideas. In this role, you will be responsible for internal sales and relationship development, Registered Investment Advisor channel management, and functioning as a central resource for all internal departments affecting both channel growth and the common client's success.

Manulife

Associate Managing Director

We partner with Financial Advisors, Registered Investment Advisory (RIA) firms, and Broker-Dealer (BD) firms to provide innovative technology solutions for the wealth management space. In this role, you will assist with a variety of accounting tasks including data entry, reconciliation, and supporting the month-end close.

Davis Talent Search

Staff Accountant

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

Wealth Advisor Jobs in Arizona

Senior Finance Manager, M&A Osaic Inc

Client Service Associate Bank of America

MWM Market Executive Bank of America

Complex Product Manager Osaic Inc

Tax Internship Trajan Wealth LLC

Senior Estate Planning Strategist Advisor Group

Finance Manager, M&A Advisor Group

Associate Vice President, Business Development The Colony Group, LLC

Suitability Principal Massachusetts Mutual Life Insurance Company

Senior Finance Manager, M&A Advisor Group

Lending Specialist LPL Financial

Enterprise Software Architect EPC Eneric Petroleum

Certified Financial Planner®– Matson Capital Matson Capital

Complex Product Manager Advisor Group

Director of Human Resources Trajan Wealth LLC

Sr. Full Stack Engineer Trajan Wealth LLC

Investment Management - Business Strategy Manager Deloitte

Associate Managing Director Manulife

Staff Accountant Davis Talent Search

AVP, Product Manager - Identity & Access Management (IAM) LPL Financial Holdings Inc

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