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M&A Finance Leader – Wealth Management

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Manager, Wealth Management
  • Management
    Financial Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 138000 - 160000 USD Yearly USD 138000.00 160000.00 YEAR
Job Description & How to Apply Below

Osaic is seeking a Senior Finance Manager, M&A to lead the firm's inorganic growth via acquisitions of RIAs and wealth-management businesses. You will manage a team and oversee deal sourcing, due diligence, modeling, and post-close integration.

This role requires deep corporate finance expertise, advanced modeling, and strong executive communication. Expect significant cross-functional collaboration and interaction with senior leadership in a hybrid office setting.

The M&A Finance Leader – Wealth Management position in the Finance field is open for applications.

This role, M&A Finance Leader – Wealth Management at Advisor Group, could be your next career step.

Are you ready to take on the M&A Finance Leader – Wealth Management role at Advisor Group?

We would love to welcome a new M&A Finance Leader – Wealth Management to our group in Scottsdale, AZ, United States.

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