Soltis Investment Advisors · 2 hours ago

Head of M&A and Partnerships

United States

Full-time

Remote

Director/Executive

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Financial Services

Hiring Manager

Jen Muller

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Responsibilities

Coordinate with SLT and Board to shape and drive the Company’s overall M&A strategy.

Lead sourcing efforts, leveraging network in the wealth management space and attending industry events and conferences to identify accretive wealth management acquisitions and advisor tuck-ins/lift-outs in accordance with the Company’s broader growth strategy.

Develop proactive, outbound business development and lead generation projects (e.g., conferences, meetings, cold-calling, email campaigns).

Develop relationships with potential M&A targets, effectively pitching the Soltis brand and highlighting the benefits of joining Soltis.

Lead assessment of potential acquisition targets with comprehensive diligence efforts, including legal, compliance, financial, and operational diligence (in collaboration with SLT, Board, Co-investors, & third-party resources).

Oversee detailed financial modeling and valuation analyses to assess the attractiveness of potential transactions, including synergy identification and post-acquisition impact on the firm’s financial performance (Co-investors to support, as needed).

Collaborate with SLT and Board in negotiations with target companies, managing the end-to-end M&A process, including deal structuring, contract negotiations, and closing activities; and ensuring favorable deal terms while managing relationships with key stakeholders, including sellers, advisors, and legal teams.

Spearhead capital market activity (e.g., debt financing, exit activities) in partnership with CFO and Co-investors.

Prepare the organization to be “deal ready” and collaborate with internal teams to develop and execute comprehensive integration plans, ensuring smooth transitions (human capital, technology, etc.) and realizing synergies post-acquisition.

Build a high-performing M&A function including underlying sourcing and integration teams that are focused on accountability and effective team performance.

Qualification

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Wealth Management M&AFinancial AnalysisIntegration PlanningDeal NegotiationFinancial ModelingValuation ModelingCRM ToolsMicrosoft ExcelMicrosoft PowerPointQuantitative SkillsProject ManagementResults-oriented Attitude

Required

Bachelor’s degree required.

Extensive wealth management M&A execution.

Prior end-to-end deal experience (including research, sourcing, modeling, execution, and integration), with ability to negotiate complex deals.

Background in investment banking, private equity, or wealth management corporate development.

Competence in quantitative and analytical skills, including understanding in financial statement analysis and valuation modeling.

Experience with CRM tools (Salesforce preferred), Microsoft Excel and PowerPoint.

Ability to prioritize tasks, communicate expectations, and adhere to deadlines while managing multiple projects simultaneously.

Excellent verbal and written communication skills with ability to communicate to various levels within an organization, and with external partners and potential prospects.

Strong drive, proactive mindset, and results-oriented attitude.