Senior Manager, Corporate Development

Drive Wealth is on a mission to make investing easier. We believe that everyone should have the ability to control their financial future, and that access to financial markets should not be limited by geography, wealth, or legacy systems. We are a global B2B financial technology organization dedicated to democratizing access to financial independence around the world. Our mission is realized through an API‑based platform, empowering our partners to offer seamless investing and trading experiences to clients worldwide, all from their mobile devices.

Our technology provides partners with a modern, extensible toolkit, enabling traditional investment workflows and innovative techniques like fractional share ownership. Drive Wealth has evolved into a global platform offering trading of U.S. equities, mutual funds, ETFs, fixed income, and options.

There’s never been a better time to build a category‑defining business and there has rarely been a team better positioned for this opportunity. Our culture blends the pace and agility of a fintech start‑up with the impact, stability, and discipline of Wall Street. We encourage creativity and experimentation while ensuring institutional‑grade execution and regulatory compliance in everything we do. Join us and help build the future of global investing!

The Senior Manager, Corporate Development will play a key role in identifying, evaluating, and executing M&A transactions, investments, and other inorganic opportunities that will accelerate Drive Wealth’s mission and strategic growth priorities. The position will facilitate and lead all phases of the acquisition process. Key functions will include identification, screening, evaluation, deal structuring and negotiation, due diligence, closing and integration of transactions.

This role will work closely with business unit leaders, external advisors, and senior management.

• Strategic Research:
  Conduct deep‑dive industry analysis and landscape studies to identify specific M&A and partnership targets that align with Drive Wealth’s global growth strategy.
• Target Pipeline Management:
  Maintain and prioritize a robust pipeline of potential acquisitions and investments; prepare regular updates for leadership on market movements and competitor activity.

• Deal Quarterback:
  Lead the day‑to‑day execution of the M&A lifecycle, serving as the primary point of contact for project timelines and data room management.
• Diligence Coordination:
  Manage cross‑functional work streams across Tech, Legal, Brokerage Operations, and Finance to ensure a comprehensive and efficient evaluation.
• Transaction Support:
  Support the negotiation of NDAs and definitive agreements, focusing on tracking key terms and ensuring alignment with the internal investment thesis.
• Integration Support:
  Coordinate the transition from deal close to integration, tracking the execution of the integration plan to ensure synergies are realized.
• Post‑Close Performance:
  Develop and track Post‑Closing Performance Dashboards to measure realized synergies against the original investment thesis, ensuring our inorganic moves drive measurable ROI.

• Financial Modeling:
  Build and own sophisticated financial models, including three‑statement projections, DCF, accretion/dilution, and synergy analyses.
• Insight Synthesis:
  Distill complex financial and operational data into clear, concise briefing memos and slide decks for leadership and the Board.
• Build‑Buy‑Partner Analysis:
  Perform rigorous financial trade‑off analyses to help evaluate whether to build a capability in‑house or acquire it.

• M&A Toolkit Management:
  Maintain and improve Drive Wealth’s internal M&A playbooks and diligence checklists, incorporating AI tools to speed up data analysis and reporting.

• 4+ years of experience in investment banking or corporate development, preferably in Financial Services and/or Fintech or equivalent industries.
• Bachelor’s Degree in a related field.
• A track record of ownership and disciplined execution in high‑stakes environments.
• The ability to…