Head of Mergers, Acquisitions, & Tuck-Ins (MAT)

centurawealth

3 hours ago

San Diego, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A leader to establish and lead Centura Wealth Advisory's Mergers, Acquisitions, and Tuck-Ins (MAT) function from the ground up, focusing on advisor tuck-ins, team lift-outs, and small RIA acquisitions.

Skills

Qualifications

5-8+ years of experience in M&A, corporate development, strategy, or businessStrong knowledge of the wealth management industryDemonstrated success building or scaling an M&A functionDeep knowledge of the independent wealth management industryMust be able to satisfactorily complete the Centura Wealth Advisory hiring process requirements which include background checks

About centurawealth

centurawealth.com

Centura Wealth Advisory specializes in sophisticated tax strategies combined with comprehensive wealth advisory services. They work with clients whom they believe can receive exponential value from targeted tax optimization and strategic financial guidance. The firm emphasizes bespoke, value-driven solutions designed to align tax strategy with broader wealth management goals. By leveraging tax expertise and advisory support, Centura Wealth helps individuals and businesses optimize outcomes and preserve wealth.