Wealth Enhancement Group · 15 hours ago
Business Development Analyst (Remote Work Option)
United States
Full-time
Remote
Mid Level
$72K/yr - $82K/yr
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Responsibilities
Master WEG’s vision, values, objectives for M&A, our product offering, industry dynamics and how to work within a team and broader organization
Assist in the drafting, review, and timely execution of legal documents including NDAs, Indications of Interest (IOIs), Letters of Intent (LOIs) and Purchase Agreements (PAs).
Prepare company valuations and deal analyses exercising analytical skills and attention to detail.
Prepare diligence materials including marketing collateral and presentation decks as well as coordinate conversations between prospects and WEG subject matter experts (SMEs) across various departments.
Update and maintain database of +20,000 potential acquisition targets.
Cultivate target lists and execute outreach through various channels including traditional cold-calling, email campaigns and webinars.
Track outreach and capture important responses through Salesforce CRM.
Coordinate the scheduling of introductory conversations.
Create objective-specific materials to support bi-weekly reporting of Key Performance Indicators (KPIs) to WEG management and Board of Directors.
Assist in the drafting of BOD approval decks for prospective acquisitions.
Lead the execution of special projects which often encompass analysis of industry trends or additional reporting requests from WEG management.
Qualification
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Required
Bachelor's Degree (or equivalent experience) in business; finance, economics or related field
Experience in financial services and/or business analysis roles
Excellent written and verbal communication skills with confidence to interact with prospects and senior leaders within the firm
Effective project management skills with ability to prioritize competing projects and deadlines
Intellectual curiosity and creativity, with a demonstrated interest in learning about M&A
Self-starting, proactive person who demonstrates initiative, ownership, and leadership
Drive, enthusiasm, and solid work ethic
Exceptional quantitative and technical skills, ideally with experience in statistics or computer science
Basic understanding of company valuation concepts (comparable multiples, DCF, LBO, etc.)
Keen interest in financial economics and the wealth management industry
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Preferred
Experience with Workday
Benefits
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
Founded in 1990
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· undefined
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
Company data provided by crunchbase
