Strategic Mergers and Acquisitions Professional

3 days ago

Chicago, Illinois, United States Vigilant Wealth Management Full time

Company Overview

Vigilant Wealth Management is a leading wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. We also offer 401(k) consulting and cash management services to corporations. Our capital solutions, operational support services, size, and scale empower our vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced."

About the Role

We are seeking a highly motivated and high-performing Associate to join our Mergers & Acquisitions (M&A) team. This role offers professional development regarding all phases of a deal process, from origination through due diligence and closing. You will play a meaningful role in our inorganic growth initiatives, with strategic and quantitative responsibilities including relationship management, prospect evaluation, and financial analyses.

Key Responsibilities

  • Support our M&A team's pipeline and acquisition efforts aligned with our organization's broader revenue and profitability goals.
  • Identify and source new acquisition targets through proactive business development and lead generation projects, including cold-calling and email campaigns.
  • Develop a pipeline of potential targets through ongoing relationship management activities with financial advisors and wealth management executives.
  • Evaluate and summarize M&A prospect information using marketing materials, public filings, meetings, and discovery calls.
  • Determine M&A targets' cultural and operational fit with Vigilant Wealth Management by collaborating with cross-functional department resources.
  • Assess M&A target metrics, including financial performance, and clearly articulate summary findings to internal management.
  • Assist in financial analysis and due diligence activities, constructing pro-forma financial statements, financial valuation models, and other key quantitative analyses.
  • Stay informed about industry trends and competitive landscape through ongoing review of industry publications and research reports.
  • Prepare materials for use in external business development initiatives and internal meetings using presentation tools.

Requirements

  • Bachelor's degree in business, finance, or related field from an accredited college or university.
  • 1+ years of full-time work experience in business development, sales, transaction advisory, M&A, corporate development, investment banking, or analytical/relationship management roles.
  • Experience with financial services space or wealth management industry a plus.
  • General exposure to M&A through prior working experience, internships, or classroom experience.
  • Experience building a pipeline and closing on opportunities promptly.
  • Competence in quantitative and analytical skills, including financial statement analysis and valuation modeling.
  • Broad knowledge and facilitation of sales cycle/process.
  • Experience with CRM tools a plus.
  • Strong drive, proactive mindset, and solution-oriented attitude.
  • Ability to prioritize tasks, communicate expectations, and adhere to deadlines while managing multiple projects simultaneously.
  • Effective verbal and written communication skills.
  • Maintain confidentiality at all times.

What We Offer

  • Coverage on the first day of employment for medical, dental, and vision insurance.
  • 401k Matching Plan.
  • Student Loan Assistance.
  • Pet Insurance.
  • Flexible PTO Plan.
  • Hybrid Model Work Schedule (minimum 50% in the office).
  • Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions).

Estimated Salary: $80,000 - $110,000 per year

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