Director of Finance | Mergers & Acquisitions
Wealth Enhancement Group
About this role
The Director of Finance | Mergers and Acquisitions at Wealth Enhancement is a senior finance leader focused on the firm’s acquisition and recruiting strategy. The role acts as a trusted advisor to leadership to ensure transactions align with long-term objectives and deliver measurable stakeholder value. This is a hybrid position based in Plymouth, Minnesota.
Skills
Qualifications
About Wealth Enhancement Group
wealthenhancement.comN/A
Recent company news
Jeff Dekko: Wealth Enhancement Group’s Path to $1 Trillion
Sep 5, 2025
$119bn Wealth Enhancement moves brokerage biz in-house using Fidelity’s NFS
Oct 23, 2025
Deals & Recruiting Roundup: Janus, Steward, Wealth Enhancement And More
Dec 30, 2025
Advisory M&A News – 12/17/2025
Dec 17, 2025
Founder sells L.M. Kohn, one of Cincinnati’s largest investment advisory firms
Dec 12, 2025
About Wealth Enhancement Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Wealth Enhancement Group.
Salary
$175k – $200k
per year
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