M&A and Business Development Principal
Kestra
About this role
Bluespring Wealth Partners is seeking an M&A and Business Development Principal to oversee acquisitions in the wealth management industry. The role involves evaluating potential deals, managing due diligence, developing financial models, and guiding transactions from initial assessment through closing, supporting the company's growth strategy.
Skills
About Kestra
kestrafinancial.comKestra Financial is an award‑winning independent broker‑dealer that has supported financial advisors and firms for over 20 years. It provides practice enrichment, business consulting, technology platforms, transition support, and private wealth services designed to help advisors grow and operate more efficiently. Kestra emphasizes hands‑on service, an advisor community, and resources for compliance, operations, and client wealth management.
About Kestra
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 Kestra.
Salary
$95k – $135k
per year
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