Head of Wealth - Mergers and Acquisitions (HYBRID)

Equitable is seeking a strategic and results-driven leader to serve as Head of Wealth Mergers & Acquisitions within our Corporate Development team. The ideal candidate brings deep financial expertise, exceptional leadership skills, and a proven ability to influence senior executives while driving transformative growth initiatives.

Requirements

• 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.

Benefits

• Medical
• Dental
• Vision
• 401(k) plan
• Paid time off