VP, Wealth Management M&A & Growth Advisory
Listed on 2026-11-05
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Finance & Banking
Corporate Finance -
Management
Dynasty Investment Bank is seeking a Vice President to lead transaction execution for independent wealth management firms. You will serve as the primary day-to-day contact for clients, providing strategic advice on M&A, capital raising and succession while mentoring Analysts and Associates.
You will lead deal execution, oversee financial models and materials, and collaborate with lawyers, accountants and tax advisors to deliver high-quality, timely results for senior clients in a dynamic
We have an opening for a VP, Wealth Management M&A & Growth Advisory in FL, United States within Finance, Sales.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in FL, United States.
This opportunity is part of our work in Finance, Sales.
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