Advisor360° · 5 days ago
VP, Corporate Development
Needham, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$249K/yr - $300K/yr
12+ years expAdvisor360° is a leading SaaS platform in the fintech space, transforming how wealth management firms operate. The VP of Corporate Development will be responsible for driving inorganic growth through acquisitions, partnerships, and strategic investments, working closely with the executive team to shape the company's expansion and innovation strategies.
Information TechnologySaaSSoftwareTrading PlatformWealth Management
No H1B
Responsibilities
Lead Advisor360°’s corporate development strategy, identifying, evaluating, and executing opportunities for mergers, acquisitions, partnerships, and strategic investments
Partner with the executive team to define long-term growth priorities and assess external opportunities that align with our vision and financial goals
Build financial and strategic models to evaluate opportunities, including market analysis, valuation, synergies, and risk assessment
Drive end-to-end transaction execution, including due diligence, deal structuring, negotiation, and integration planning
Develop and maintain relationships with investment banks, venture capital and private equity firms, and strategic partners across the fintech and wealthtech ecosystem
Collaborate with Product, Finance, Legal, and People teams to ensure seamless integration of acquired companies, technologies, or partnerships
Monitor industry trends, competitive landscape, and emerging technologies to inform corporate strategy and investment decisions
Represent Advisor360° at industry events and in external discussions with potential partners, investors, and acquisition targets
Qualification
Required
12+ years of experience in corporate development, investment banking, venture capital, private equity, or strategy consulting, with significant exposure to SaaS, fintech, or wealth management
Proven track record of leading and executing M&A transactions and strategic partnerships from sourcing to integration
Strong financial modeling, valuation, and deal-structuring skills
Exceptional ability to synthesize complex business and market dynamics into clear, actionable strategies
Executive presence and credibility, with strong influencing and negotiation skills
Excellent collaboration skills with experience working cross-functionally with executive teams and boards
A strategic thinker who is also hands-on and able to dive into details to drive outcomes
Preferred
Experience in high-growth or private equity-backed companies is strongly preferred
Benefits
Competitive base salaries
Annual performance-based bonuses
The chance to share in the equity value you and your colleagues create during your time with the company
Comprehensive health benefits, including dental, life, and disability insurance
Unlimited paid time off program
Company
Advisor360°
Advisor360° is a wealth management platform that streamlines advisor workflow, increases productivity and drives enterprise growth.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Esfahanian
Head of Enterprise Sales
Recent News
2026-01-06
Morningstar.com
2025-10-31
Company data provided by crunchbase