Head of Wealth - New York - Equitable Services

    Equitable Services
    Equitable Services New York

    5 days ago

    $440,000 - $4,470,000 (USD) per year
    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:

    • 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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