SVP, Business Development (Remote Work Option)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for an SVP, Business Development who will be leader charged with supporting the continued success of Wealth Enhancement Group by identifying opportunities to grow and improve the financial services offered to clients to assist the organization in meeting its long-term goals and objectives.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $218,000.00 to $238,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus

Primary Job Functions:

M&A Strategy / Business Development and Program Implementation

• Collaborate with executive leadership to formulate the organizations M&A strategy, aligning with business objectives.

• Evaluate the organization's performance, strengths and weaknesses, and competitive landscape in order to identify new growth opportunities.

• Develops plans for leveraging organizational resources in order to capitalize on growth opportunities and tracks performance.

• Research/identify opportunities to grow the core business model in new geographic locations and pro-actively source potential M&A opportunities.

Financial Analysis & Valuation

• Conduct detailed financial analysis, including financial modeling, valuation, and risk assessment, to determine the financial impact and potential return on investment for M&A transactions.

• Evaluate synergy potential and assess the integration requirements of target companies.

Negotiation and Deal Execution

• Lead the negotiation process for M&A transactions, working closely with legal, finance, and other relevant teams.

• Structure deal terms, prepare proposals, and manage the overall deal execution process, ensuring compliance with legal and regulatory requirements.

Due Diligence

• Assist integration team and cross functional partners on due diligence activities, engaging internal teams and external advisors as necessary.

• Identify and assess risks, opportunities, and integration challenges associated with potential M&A transactions.

Market Monitoring and Analysis

• Continuously monitor industry trends, competitor activities, and market dynamics to identify potential M&A opportunities and assess the competitive landscape.

• Provide regular updates and reports to senior management on M&A activities, market conditions, and recommendations for strategic actions.

Education/Qualifications:

• Bachelor's degree in Finance, Business Administration, or a related field (MBA preferred).

• Proven track record of successfully leading and executing M&A transactions, preferably in a senior leadership role. Experience in investment banking or private equity required.

• Strong financial acumen and analytical skills, including financial modeling and valuation techniques.

• In-depth knowledge of M&A processes, including deal origination, due diligence, negotiation, and post-merger integration.

• Excellent strategic thinking, problem-solving, and decision-making abilities.

• Strong leadership skills with the ability to lead and motivate cross-functional teams.

• Exceptional communication and presentation skills, with the ability to effectively communicate complex concepts to various stakeholders.

• High level of integrity, professionalism, and business ethics.

• Ability to work under pressure, manage multiple priorities, and meet deadlines in a fast-paced environment.

• Proficiency in financial analysis tools, M&A software, and Microsoft Office Suite.

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead level is $182,600.00 to $273,900.00.  

LI#-REMOTE

LI#-JV1

IND123

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.