Mergers and Acquisitions Associate jobs in United States
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The Well ยท 3 weeks ago

Mergers and Acquisitions Associate

positionRaleigh, NC
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$80K/yr - $100K/yr

The Well is a growing wealth management organization expanding its national M&A footprint. They are seeking an M&A Sales & Marketing Coordinator to support advisor M&A activity and coordinate schedules and deal flow.

Staffing & Recruiting
Hiring Manager
Stacy McIntee
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Responsibilities

Support advisor M&A activity across sales, marketing, and operations
Coordinate schedules, follow-up, CRM entries, and deal flow
Work closely with leadership on high-impact growth initiatives

Qualification

Financial services experienceProject managementSalesforceMicrosoft OfficeDeal RoomProfessional communicationMulti-tasking

Required

Experience in an RIA or financial services firm
Strong project management and administrative skills
Proficiency in Salesforce, Microsoft Office, and Deal Room
A friendly, professional communication style
Ability to juggle multiple priorities with ease
Willingness to travel to sites as needed

Company

The Well

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Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
dateFounded in 2023
location
Peoria, Arizona, US
people-size11-50 employees
web-link
https://thewell.solutions/

Funding

Current Stage
Early Stage

Leadership Team

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Steven Perry
Founder
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Company data provided by crunchbase