About the role
Job Description M&A Director, Valuation & Due Diligence | Wealth Management Advisory | Remote (US) \n \n About the opportunity \n A boutique M&A advisory firm serving independent wealth management firms is hiring a senior deal professional to run the numbers side of its engagements. When an advisory firm owner sells, this person makes sure the financial story is accurate, well supported, and understood by everyone at the table. The firm is lean, fully remote, and invests heavily in AI tools tha…
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