- M&A strategy: Develop and implement WM M&A strategy; support broader enterprise M&A strategy (beyond wealth).
- Market Mapping: Map target market across broker-dealer and RIA landscape including segment priorities, geographic opportunities, acquisition themes.
- Deal Origination: Source opportunities across WM landscape through target identification/pipeline maintenance,
- Establish relationships with business owners/leaders,
- cultivate relationships with investment bankers,
- i.e., lawyers consultants and other influencers via outbound outreach/inbound screening campaigns..,
Lead deal execution coordinating transaction process internally&externally while supporting diligence efforts engaging internal partners such as business finance legal tax accounting ' -
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Head of Wealth - New York - Equitable Services
Description
Strategic Leader of Wealth Growth
About the Role
At Equitable, we help clients secure their financial well-being to pursue long and fulfilling lives. We seek a visionary leader for Head of Wealth Mergers & Acquisitions within our Corporate Development team.
Key Responsibilities:
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Head of Wealth
Only for registered members New York
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Head of Wealth
Only for registered members New York
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Head of Wealth
Only for registered members New York, NY
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Head of Wealth Management
Only for registered members New York
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Global Head of Wealth
Only for registered members New York
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Head of Wealth Management
Only for registered members New York, NY
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Global Head of Wealth
Only for registered members New York, NY
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Global Head of Wealth
OTHER Only for registered members New York
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Global Head of Wealth
Only for registered members New York, , United States
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Global Head of Wealth
Only for registered members New York, NY
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Head of Wealth Management Compliance
Only for registered members New York
-
Head of Wealth Management Marketing
Only for registered members New York
-
Head of Wealth Technology Platform
Only for registered members New York, NY
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Head of Wealth Management Marketing
Only for registered members New York, NY
-
Head of Wealth Management Operations
Only for registered members New York
-
Head of Wealth Management Compliance
City National Bank- New York
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Head of Wealth Management Operations
Only for registered members New York
-
Head of Wealth Management Operations
Only for registered members New York, NY
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Head of Wealth at Work Advisors
Full time Only for registered members New York
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Head of Wealth at Work Advisors
Full time Only for registered members New York
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Head of Wealth Management Marketing
Full time Only for registered members New York
