Senior Manager, M&A Sourcing

Senior Manager, M&A Sourcing (Boston, MA)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Manager, Sourcing, on the Corporate Development team, you’ll lead EFE’s efforts to identify attractive acquisition targets, build relationships with and articulate EFE’s value proposition to the ownership team of acquisition targets, and ultimately convince the acquisition target to be acquired by EFE. We are looking for someone who has strong relationships in the wealth management space, with a focus on business development. The key responsibility will be having conversations and interacting with acquisition targets and serving as the key point person for EFE on acquisitions leading up to signing of a letter of intent. This role will collaborate with other members of the M&A team, both to identify and have conversations with acquisition targets, but also on the valuation and negotiation of deal terms. Strong relationship skills, and ability to effectively engage with the acquisition target and internal partners are two important traits. If you enjoy a fast-paced, and impactful role in one of the key growth initiatives for a company, this is an excellent opportunity for you!

Responsibilities:

• Lead EFE’s business development efforts for EFE’s prospective acquisition targets
• Build and manage relationships with acquisition targets to communicate EFE’s value proposition to the ownership, staff and client base, and understand the acquisition target’s business operations and decision criteria that they are evaluating when making a decision for potential transactions
• Increase EFE’s acquisition volume by helping EFE sign LOIs with prospective acquisition targets

Requirements:

• Bachelor’s degree in a required field or the equivalent in work experience
• A minimum of 8 years’ relevant work experience
• Experience with business development in the wealth management space
• Strong communication and relationship-building skills

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $127,100 - $169,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus and performance-based incentives tied to completion of successful acquisitions, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1