Mergers & Acquisitions Senior Associate

At NFP, a leading wealth management platform, we offer comprehensive full‑service solutions to affluent individuals, foundations, and institutional clients. Our integrated platform drives growth and fosters lasting client relationships.

Seeking a dynamic Senior Associate for our in‑house Corporate Development team. The M&A Senior Associate will play a critical role in supporting M&A and integration activities by driving key strategic initiatives, performing detailed due diligence on potential acquisitions, and guiding transactions from accepted terms through close. The role requires collaboration with multiple stakeholders and managing program and change management of key transaction milestones, with a particular focus on ensuring smooth diligence and integration.

• M&A Due Diligence:
  Perform detailed financial and business due diligence on potential acquisition targets; support day‑to‑day diligence activities, including managing external data rooms, coordinating meetings/calls, and working with external advisors.
• Integration Support:
  Collaborate with cross‑functional teams to drive post‑acquisition integration efforts, creating and managing organizational documents, spreadsheets, timelines, and milestones; ensure responsible parties are aligned with integration tasks.
• Financial Analysis & Reporting:
  Provide ad‑hoc financial analyses and reporting to support M&A and Corporate Development leaders; assist in the preparation of presentations for the executive team and board of directors.
• Cross‑functional
  
  Collaboration:
  
  Work closely with various department heads (accounting/finance, HR, technology, risk management, etc.) to align M&A activities and integration goals.

• 3‑6 years of experience in corporate development, private equity, investment banking, management consulting, or project management with a focus on transactional M&A work.
• Strong program and project management skills, including the ability to handle multiple high‑priority projects in a fast‑paced environment and coordinate across departments.
• Exceptional written and oral communication skills, with the ability to present complex ideas clearly to both internal teams and external stakeholders.
• Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation creation.
• Bachelor’s degree in Finance, Accounting, Economics, or Business from a top‑tier institution.

• Experience in the wealth management or financial services industry.

We provide a competitive salary ($133,000‑$156,000, base), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness initiatives, and more. This position may also be eligible for performance‑based incentives. Base salary offers are determined on a case‑by‑case basis based on experience, credentials, location, and role scope.

 NFP is an inclusive Equal Employment Opportunity employer.