Mergers & Acquisitions Consultant

1 month ago


Lake Oswego, United States Boly:Welch Full time

Your New Role:

You’re a top-notch communicator with a keen understanding of how to strategically engage with mergers and acquisitions. You aren’t satisfied until every detail is accounted for — which means your clients place total trust in you. Does this sound like you? This wealth advisory firm is searching for their next Mergers & Acquisitions Consultant to guide their clients through the M&A process and help them strategize. Day-to-day, this will look like consistent client engagement, regular data collection, and managing transactions on behalf of the clients. You’ll also stay up to date on industry trends & best practices, identify and address any problems, and regularly report on project progress both internally and with your clients. Someone analytical, well-organized, and a creative problem-solver will thrive in this position. This role will be on-site for the first 90 days and then have a hybrid schedule. Your New Organization:

While the function of this consulting firm is to grow and strategize with their members, the most valued assets are their employees. The office is busy, and collaborative teamwork is a priority. They’re committed to providing tailored service to their clients that will help them grow and preserve their financial assets to meet their business goals – whatever that might look like for them. Your benefits here will include PTO; dental, medical, and vision coverage; disability and life insurance; and a 401(k) plus match.

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