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Head of Wealth - Mergers and Acquisitions ( 250000NU )

**Primary Location** : UNITED STATES-NY-New York

**Organization** : Equitable

**Schedule** : Full-time

Description

About the Role

Equitable is seeking a strategic and results-driven leader to serve as Head of Wealth Mergers & Acquisitions within our Corporate Development team. This role is central to advancing Equitable’s growth strategy by leading all aspects of M&A activity in the Wealth Management segment—from market analysis and deal origination to negotiation and execution.

Reporting directly to the Head of Corporate Development, you will define acquisition priorities, build and maintain relationships with key industry stakeholders, and manage complex transactions that align with the company’s long-term objectives. The ideal candidate brings deep financial expertise, exceptional leadership skills, and a proven ability to influence senior executives while driving transformative growth initiatives.

What You'll Be Doing

**M&A strategy:** Development and implementation of WM M&A strategy; support of broader enterprise M&A strategy (beyond wealth).

+ Strategic Planning: Collaborate with executive leadership to define and refine the firm’s M&A goals in alignment with long-term growth objectives.

+ Market Mapping: Develop a view of the target market (across the broker-dealer and RIA landscape), including segment priorities, geographic opportunities, and acquisition themes.

+ Competitive Intelligence: Monitor industry trends and competitor activity to proactively inform target selection and deal timing.

+ Strategy Communication & Updates: Prepare supporting materials and updates on sourcing activity, deal stages, and conversion rates for investor reporting, team presentations, and partner discussions related to M&A strategy and pipeline status.

**Deal Origination:** Proactively sourcing opportunities across the WM landscape

+ Target Identification / Pipeline Maintenance: Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy

+ Relationship Development: Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, consultants, lawyers and other market influencers.

+ Outbound Outreach/Inbound Screening: Execute structured outreach campaigns tailored to priority firms and evaluate inbound interest from potential sources

**Deal Execution:** Leading all projects and all aspects of transaction process

+ Process Management: Coordinate and manage the transaction process with both internal and external stakeholders

+ Financial Modeling & Valuation: Support the development of financial models to assess transaction viability, deal structure options, and pro forma impact (i.e., returns and accretion / dilution)

+ Diligence Coordination: Lead diligence efforts across organization, engaging with internal partners such as business, finance, legal, tax and accounting.

+ Deal Negotiations: Assist in drafting and reviewing LOIs/IOIs, term sheets, and transaction documents in partnership with legal and executive leadership.

+ Deal Tracking: Assist in monitoring and updating senior leadership on deal performance over time, measured against select KPIs.

Qualifications

What You'll Bring

+ Bachelor’s degree required; MBA preferred.

+ 7 years of transaction-related experience (buy-side and sell-side), ideally in investment banking or corporate development.

+ Minimum 2 years of Wealth Management transaction experience required.

+ Advanced financial modeling, valuation, and presentation skills; proficiency in Excel, PowerPoint, and S&P Market Intelligence.

+ Strong understanding of economics, finance, accounting, and Wealth Management trends; experience in Retirement and Asset Management preferred.

COMPETENCIES

**Business Acumen:** Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations.

**Decision Making and Critical Thinking:** Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

**Finance and Accounting:** Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.

**Financial Analysis:** Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

**Financial Forecasting and Modeling:** Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

The total targeted compensation range for this position is $440K - $447K. Total compensation varies based on skills, experience, geographical location and other factors. Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits: Equitable Total Rewards Program (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001)

ABOUT EQUITABLE

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] .

**Req ID:** 250000NU