Managing Director – Strategic Equity Investment Partnerships

• Take ownership of partnership opportunities once they are sourced and qualified
• Lead structuring and negotiation of minority equity investments and strategic capital partnerships
• Drive end-to-end transaction execution, including due diligence, financial analysis, valuation, legal coordination, and closing
• Collaborate with internal stakeholders and external partners to ensure efficient and effective deal execution
• Ensure all transactions align with Advisors Excel’s long-term, non-controlling investment philosophy

• Serve as the primary relationship owner following transaction close
• Lead onboarding and integration of partner firms into the Advisors Support Network
• Build and maintain trusted relationships with founders, owners, and leadership teams
• Act as the central connection point between partner firms and internal resources

Strategic Advisory & Business Coaching

• Serve as a strategic advisor to partner firms, providing guidance on growth, performance, and operational effectiveness
• Coach advisor offices on key business drivers including client growth, recruiting, operational scale, M&A, and succession planning
• Identify opportunities to improve profitability, efficiency, and enterprise value
• Connect partner firms with internal resources such as finance, compliance, operations, and investment solutions
• Support the development and execution of long-term strategic plans

• 5–10+ years of experience in wealth management, investment banking, private equity, corporate development, or advisor-focused partnerships
• Proven experience leading transaction execution, including structuring, negotiating, and closing deals
• Strong financial acumen, including valuation, financial modeling, and deal analysis
• Experience working directly with founders, entrepreneurs, or executive leadership teams
• Ability to operate effectively as both a transaction leader and a long-term strategic advisor
• Strong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker-dealers, custodians, and advisor platforms

• MBA, CFA, CFP®, CEMA, or other relevant professional designation
• Experience supporting business growth, operational improvement, or post-transaction value creation

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!