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Concurrent · 4 days ago

Director of Succession & Acquisitions

Tampa, FL

Full-time

Hybrid

Mid Level

$110K/yr - $130K/yr

3+ years exp

Concurrent is a company focused on the wealth management ecosystem. The Director of Succession & Acquisitions will act as a strategic consultant and project manager, guiding advisory firms through succession planning and acquisitions, ensuring effective transitions and integrations.

AdviceFinancial ServicesWealth Management

Responsibilities

Serve as a consultative partner to financial advisors and firm leaders through all stages of succession and acquisition activity from discovery and valuation through execution and post-transition integration

Develop and implement succession strategies for firm owners, including catastrophic succession planning, to ensure continuity and alignment with long-term business goals

Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transition frameworks

Collaborate with internal and external stakeholders including finance teams, legal counsel, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding

Evaluate and advise on governance models, ownership structures, and capital sourcing strategies to support scalable and sustainable firm growth

Support the design and implementation of minority equity, synthetic equity, and incentive-based compensation programs aligned with performance and retention objectives

Provide financial analysis and modeling to assess enterprise value, transaction scenarios, and long-term financial outcomes for advisors and firm owners

Maintain a strong awareness of industry trends, advisor succession challenges, and evolving best practices within the RIA and wealth management ecosystem

Qualification

Succession planningM&A advisoryFinancial modelingAnalytical skillsProject managementInterpersonal skillsOrganizational skillsCommunication skillsSelf-starter

Required

Bachelor's degree in Finance, Business, Economics, or related field

3–5 years of experience in management consulting, corporate development, practice consulting, or M&A advisory within the wealth management, financial services, or RIA industry

Demonstrated experience partnering with financial advisors and firm executives on succession planning, M&A, or enterprise consulting engagements

Strong financial modeling and analytical skills, with the ability to interpret and communicate complex data clearly and effectively

Experience reviewing and interpreting legal documents, transaction terms, and ownership structures

Exceptional project management, organizational, and interpersonal skills capable of managing multiple workstreams and priorities simultaneously

Highly motivated self-starter with a 'doer' mentality who thrives in a fast-paced, dynamic, and collaborative environment