Director of Finance | Mergers & Acquisitions (HYBRID ROLE)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are looking for a Director of Finance | Mergers and Acquisitions to help support Wealth Enhancement's growth strategy by leading financial analysis, valuation, due diligence, and integration efforts for acquisitions and recruiting.

This individual will serve as a trusted advisor ensuring that acquisition and recruiting activities align with the firm’s long-term objectives and deliver measurable value to stakeholders.

This is a hybrid position. Preference will be given to candidates in Minnesota who are able to work partially from home and partially from our headquarters weekly.

For candidates outside of Minnesota, travel will be required up to 25% (must be in office at least one full week per month).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $175,000.00 to $200,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions
 

Financial Diligence Leadership

• Own and lead the end-to-end financial due diligence process for acquisitions, from initial assessment through deal close.

• Develop and maintain standardized diligence frameworks, analyses, and reporting to ensure consistency and quality across transactions.

• Evaluate historical and projected financial performance, including revenue type/composition, expense structure, profitability, cash flows, and working capital dynamics.

• Assess key risk areas such as client concentration, advisor compensation, growth sustainability, regulatory exposure, and accounting practices.

Analysis, Valuation and Deal Support

• Partner with corporate development team to assess acquisition opportunities and provide financial perspectives on deal attractiveness.

• Build, review, and oversee financial models supporting valuation, purchase price considerations, and transaction structures.

• Translate diligence findings into clear implications for valuation, deal terms, and integration planning.

• Support negotiations by providing fact-based analysis and addressing financial questions from internal stakeholders and external counterparties.
   

Cross Functional Collaboration

• Coordinate closely with legal, compliance, tax, operations, and integration teams to ensure diligence findings are fully understood and incorporated into deal valuation.

• Serve as the primary financial diligence

Post-Transaction and Continuous Improvement

• Support post-acquisition financial integration by identifying key diligence findings that impact reporting, controls, and synergy realization.

• Track actual performance versus diligence expectations and highlight variances, risks, and lessons learned.

• Continuously refine diligence methodologies to improve efficiency, insight quality, and scalability as acquisition volume grows.

Education/Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA strongly preferred).

• 6-10+ years of experience in financial due diligence, M&A, investment banking, transaction advisory, corporate development, or private equity.

• Direct experience with RIAs, wealth management, or financial services business models strongly preferred.

• Proven expertise in leading financial diligence for complex transactions.

• Advanced financial modeling, valuation, and analytical skills.

• Strong understanding of RIA economics, advisor compensation structures, client retention dynamics, and regulatory conside