The Well · 1 day ago
Mergers and Acquisitions Associate
Alpharetta, GA
Full-time
Hybrid
New Grad, Entry Level
$80K/yr - $84K/yrThe Well is a growing wealth management organization expanding its national M&A footprint, and they are seeking an M&A Sales & Marketing Coordinator. The role involves supporting advisor M&A activities across sales, marketing, and operations, coordinating schedules and deal flow, and working closely with leadership on growth initiatives.
Staffing & Recruiting
Hiring Manager
Stacy McIntee
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
Required
Experience in an RIA or financial services firm (Required)
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
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase