OnePoint BFG Wealth Partners · 3 weeks ago
Executive Director Business Development - M&A
Parsippany, NJ
Full-time
Onsite
Lead/StaffOnePoint BFG Wealth Partners is a leading RIA firm committed to empowering partner advisors through exceptional financial advice and solutions. They are seeking an Executive Director of Business Development to lead M&A efforts, manage the entire process from sourcing to contract, and ensure smooth transitions for acquired firms.
FinanceFinancial ServicesProfessional Services
Hiring Manager
Stefania DiPalma, SHRM-SCP
Responsibilities
Identify and source potential M&A targets, both independently and through external sources
Engage with potential acquisition targets, whether sourced or provided through strategic partnerships, to build and nurture relationships, understanding their business, needs, and goals
Partner and collaborate with Rise Growth to identify and source potential M&A targets, leveraging their network and expertise to support the firm’s growth strategy
Drive the M&A sales process from initial outreach to contract, ensuring timely and effective communication and follow-ups
Conduct due diligence, gather data, assess strategic fit via our FIT and ERA analysis, and lead discussions around letters of intent (LOI)
Collaborate with internal stakeholders, including legal, compliance, leadership and finance, to draft, negotiate, and finalize contracts
Coordinate with the CFO to conduct the valuation as well as identify economic hurdles for the acquisition to achieve
Achieve a target of $3 billion in acquisitions each year for the next five years, aligning with the firm’s growth objectives
Provide regular reporting on M&A activities, including lead tracking, pipeline status, and progress updates to company leadership
Ensure accurate documentation and analysis of the sales process to support informed decision-making
Work closely with the operational department to facilitate a smooth transition for acquired firms, acting as a point of escalation and relationship management to ensure all aspects of the integration are planned and executed effectively
Develop and maintain tools, templates, and content used throughout the M&A process, ensuring they are up-to-date and aligned with best practices
Provide training and support to internal teams on the use of these resources
Qualification
Required
A bachelor's degree in Finance, Accounting, Business Administration, or a related field is a prerequisite
Proven track record of originating, negotiating, and executing deals throughout the entire M&A lifecycle
Strong understanding of the RIA space, including key challenges and opportunities in the industry
Experience within the RIA, wealth management, or independent advisory industry is critical
Extensive experience leading due diligence processes and developing post-merger integration strategies
Ability to understand complex deal terms, evaluate different transaction structures, and effectively negotiate with selling firm principals
Strong grasp of the legal and regulatory framework for RIAs to ensure compliance with state and SEC registration requirements
Ability to conduct market research and evaluate industry trends to identify potential M&A opportunities
Preferred
An MBA is preferred
Benefits
Competitive salary and benefits package.
Continuous professional development opportunities.
Company
OnePoint BFG Wealth Partners
Ascend Beyond Wealth. Realize next level success with a financial relationship built for life. Our new name says it all: OnePoint.
Founded in 1984
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Rise Growth Partners
2024-08-20Private Equity
Leadership Team
Andy Schwartz
Co-Founder, CEO, Managing Partner, and Wealth Management Advisor
Carlos Noriega
Executive Director of Advisor Solutions
Recent News
2025-06-26
Company data provided by crunchbase