Manager of Corporate Development; Due Diligence

Position: Manager of Corporate Development (Due Diligence)
Location: New York

Manager of Corporate Development (Due Diligence)

World Insurance Associates (WIA) is a national brokerage platform generating over $800 million in revenue and serving over 300,000 clients. Founded in 2011 and accelerated by investment from Charlesbank Partners and Goldman Sachs, WIA drives growth through acquisitions and organic initiatives, supported by a fully integrated, data‑enabled operating platform.

Position overview

The Manager of Corporate Development (Due Diligence) leads all due diligence activities related to mergers and acquisitions, evaluating opportunities, identifying risks, and providing thorough analysis to support decision‑making at senior leadership level.

Key responsibilities

• Lead comprehensive, end‑to‑end financial and operational due diligence for acquisitions of insurance agencies, brokerages, and investment advisory firms.
• Coordinate cross‑functional stakeholders and external advisors to efficiently execute diligence under tight timelines.
• Review target company financial statements and key insurance KPIs, replicate quality‑of‑earnings assessments, and ensure accurate valuation and cash‑flow metrics.
• Identify transaction risks, develop and present mitigation strategies to stakeholders.
• Support valuation modeling and financial structuring, including working capital normalization, earn‑out planning, and purchase agreement language.
• Partner with integration leaders to embed due diligence insights into post‑close integration plans.
• Maintain and enhance a standardized due diligence playbook specific to insurance brokerage acquisitions.
• Prepare executive‑ready communications, risk matrices, and investment‑committee presentations.

Core competencies and qualifications

• M&A experience: 3–5 years of M&A with a proven track record leading financial due diligence.
• Industry experience: significant experience in services, ideally with insurance or financial services exposure.
• Financial acumen: deep experience in quality‑of‑earnings analyses and complex financial evaluations.
• Strategic guidance: ability to translate diligence findings into actionable insights and recommendations.
• Mentorship: interest in managing and developing junior team members.
• Cultural add: self‑starter, humble, capable of rolling up sleeves and inspiring confidence.

Personal qualifications

• Creative, intellectually curious, self‑motivated high‑energy individual.
• Strong leadership skills, credibility with team members and senior management.

Ideal candidate attributes

• Modest, recognizes team accomplishments.
• Highly motivated, vision and enthusiasm oriented.
• Comfortable as an individual contributor and team manager (Player/Coach).
• Delivery under short time frames; commitment to deadlines.
• Open and honest communication that builds trust.
• Entrepreneurial spirit; comfortable making presentations.

Compensation

This New York‑based position offers a base salary range of $100,000 to $140,000 with bonus eligibility. Total compensation will depend on experience, qualifications, and business needs.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We are an equal‑opportunity workplace dedicated to equal opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless it would impose undue hardship on the operation of our business.

Seniority

level, employment type, and job function

Mid‑senior level, full‑time, business development and sales, insurance industry.

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