Director of Corporate Development

A fast growing Registered Investment Advisor with approximately $3 billion in AUM, backed by a strong leadership team and a clear mandate for inorganic growth, is looking to add a Director of Corporate Development to their team as part of their next phase of expansion. This person will lead acquisition strategy and execution and is ideal M&A professional who wants ownership, visibility, and the opportunity to materially shape the growth of a scaled RIA firm.

This company is headquartered in Tysons, VA and will require someone to have the ability to commute to the office several times per week.

• Lead 2–3 acquisitions per year, totaling approximately $1.5 billion in acquired AUM annually
• Serve as the point person for the entire deal lifecycle, from sourcing through integration
• Work directly with the CEO and executive leadership team to drive long-term growth strategy
• Build repeatable acquisition and integration processes in a highly active deal environment

• Source and evaluate potential acquisition targets (RIA and wealth management firms)
• Lead valuation, financial modeling, and investment committee materials
• Manage due diligence processes across financial, operational, legal, and cultural dimensions
• Negotiate transaction structures, purchase agreements, and key deal terms
• Coordinate with internal and external stakeholders (legal, compliance, finance, advisors)
• Oversee post-close integration planning and execution to ensure retention and value creation
• Track and report on acquisition performance and synergy realization

• 7-12+ years of experience in corporate development, M&A, investment banking, private equity, or RIA acquisitions
• Strong understanding of RIA economics, advisor succession, and valuation frameworks
• Proven experience executing multiple transactions annually
• Exceptional financial modeling, analytical, and negotiation skills
• Comfortable operating in a lean, entrepreneurial environment
• Strong communication skills with the ability to influence senior stakeholders
• High integrity, sound judgment, and a collaborative mindset