Equitable
Head of Wealth – Mergers and Acquisitions
Join Equitable in leading the growth of our Wealth Management portfolio through strategic M&A. As Head of Wealth M&A, you will define acquisition strategy, source and negotiate deals, and collaborate with senior leadership to execute transactions that drive long‑term value.
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.
What You’ll Be Doing
M&A strategy: Develop and implement the WM M&A strategy; support broader enterprise M&A initiatives.
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: Build 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 inform target selection and deal timing.
Deal origination: Proactively source opportunities across the WM landscape, including target identification, relationship development, and outbound outreach.
Deal execution: Lead all transaction processes, including process management, financial modeling, diligence coordination, negotiation, and deal tracking.
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.
Compensation & Benefits The total targeted compensation range for this position is $440 K – $447 K. Base salary increases, spot bonuses, and short‑term incentive compensation opportunities are available. Eligibility for these programs depends on level and functional area of responsibility.
Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.
Location United States – New York, NY
Equal Employment Opportunity 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.
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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.
What You’ll Be Doing
M&A strategy: Develop and implement the WM M&A strategy; support broader enterprise M&A initiatives.
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: Build 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 inform target selection and deal timing.
Deal origination: Proactively source opportunities across the WM landscape, including target identification, relationship development, and outbound outreach.
Deal execution: Lead all transaction processes, including process management, financial modeling, diligence coordination, negotiation, and deal tracking.
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.
Compensation & Benefits The total targeted compensation range for this position is $440 K – $447 K. Base salary increases, spot bonuses, and short‑term incentive compensation opportunities are available. Eligibility for these programs depends on level and functional area of responsibility.
Equitable provides a full range of benefits, including medical, dental, vision, a 401(k) plan, and paid time off.
Location United States – New York, NY
Equal Employment Opportunity 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.
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