Head of Wealth - Mergers and Acquisitions; HYBRID

Head of Wealth – Mergers and Acquisitions

About The Role Equitable seeks a strategic and results‑driven leader for the 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. Reporting directly to the Head of Corporate Development, you will define acquisition priorities, build and maintain relationships with key industry stakeholders, and manage complex transactions that align with the company’s long‑term objectives.

The ideal candidate brings deep financial expertise, exceptional leadership skills, and a proven ability to influence senior executives while driving transformative growth initiatives.

• Develop and implement WM M&A strategy; support broader enterprise M&A strategy.
• 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:
  Develop 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 proactively inform target selection and deal timing.
• Strategy Communication & Updates:
  Prepare supporting materials and updates on sourcing activity, deal stages, and conversion rates for investor reporting, team presentations, and partner discussions.

• Target Identification / Pipeline Maintenance:
  Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy.
• Relationship Development:
  Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, consultants, lawyers and other market influencers.
• Outbound Outreach / Inbound Screening:
  Execute structured outreach campaigns tailored to priority firms and evaluate inbound interest from potential sources.

• Process Management:
  Coordinate and manage the transaction process with internal and external stakeholders.
• Financial Modeling & Valuation:
  Support the development of financial models to assess transaction viability, deal structure options, and pro forma impact.
• Diligence Coordination:
  Lead diligence efforts across the organization, engaging internal partners such as business, finance, legal, tax and accounting.
• Deal Negotiations:
  Assist in drafting and reviewing LOIs/IOIs, term sheets, and transaction documents in partnership with legal and executive leadership.
• Deal Tracking:
  Assist in monitoring and updating senior leadership on deal performance over time, measured against select KPIs.

• 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.

• Business Acumen
  :
  Knowledge of business concepts, tools, and processes that enable sound decision‑making.
• Decision Making & Critical Thinking
  :
  Ability to analyze situations and reach productive decisions based on informed judgment.
• Finance & Accounting
  :
  Knowledge of finance and accounting practices, financial analysis, and reporting.
• Financial Analysis
  :
  Ability to read, interpret, and draw accurate conclusions from financial materials.
• Financial Forecasting & Modeling
  :
  Ability to explore and evaluate alternative financial scenarios.

Total Targeted Compensation Range
: $440K – $447K. Total compensation varies based on skills, experience, geographical location and other factors. Equitable rewards performance with base salary increases, spot bonuses, and short‑term incentive compensation opportunities. Eligibility…