VP, Strategic Acquisitions

Job Summary

This position is responsible for leading the end‑to‑end coordination and completion of M&A transactions, serving as the central “quarterback” across all internal functional teams. The role ensures seamless alignment between strategy, diligence, deal execution, and integration planning by orchestrating cross‑functional efforts and driving accountability throughout the transaction and onboarding lifecycle.

• Provide enterprise‑level coordination for all active M&A initiatives, that includes strategic alignment, facilitative execution, and cross‑functional accountability.
• Own end‑to‑end execution, setting and driving timelines, milestones, and decision gates from diligence through pre‑ and post‑closing of transactions.
• Identify and mitigate risks, bottlenecks, and dependencies throughout the transaction lifecycle.
• Lead and coordinate activities across internal work streams including but not limited to Transition, Compliance, Finance, Legal, HR, IT, and Marketing.
• Establish clear roles, responsibilities, and accountability across all contributors.
• Establish and maintain M&A playbooks, tools, and governance frameworks.
• Implement tracking mechanisms to monitor transaction progress and value realization.
• Serve as a trusted advisor to executive leadership, providing concise, actionable updates on transaction status, key risks, trade‑offs, and decisions required.
• Serve as the primary transaction liaison between Cambridge and sellers, coordinating information requests and exchanges, connecting cross‑functional teams, and supporting advisor onboarding and enablement.

The ideal candidate is a strategic and results‑driven professional with a bachelor’s degree, MBA or other advanced degree preferred, complemented by 10+ years of experience in practice management, business development, investment sales, consulting, or a related field. The candidate has a proven track record of successfully leading complex, cross‑functional projects and transactions, with deep knowledge of the full M&A lifecycle including due diligence, execution, and post‑transaction integration.

They possess the ability to influence and align stakeholders across multiple broker‑dealer and RIA functions while navigating competing priorities with confidence and professionalism. The ideal candidate demonstrates exceptional analytical, problem‑solving, and decision‑making skills, paired with outstanding communication and executive presentation abilities that enable them to effectively engage leadership teams, build strong relationships, and drive strategic initiatives forward.

Salary Range: $130,000 – $170,000 plus incentive compensation. The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Our comprehensive benefits package is designed to support your health, well‑being, and work‑life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short‑ and long‑term disability, and company‑paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.

This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule.