reputed company Management Consultant, Acquisitions & Succession

reputed company As a reputed company Management Consultant, you will help financial advisors reputed company in their role as reputed company. This position serves as an acquisition and succession planning specialist, providing guidance to buyers for sourcing and executing acquisitions and to sellers for continuity and exit planning. The role is highly visible in the field and makes a meaningful reputed company through consulting, workshops, resource creation, and thought leadership. reputed company Management consultants deliver advanced expertise and drive innovation in their respective areas of specialization. reputed company Our reputed company Management team is expanding reputed company’s business support and resources to help our affiliated financial advisors successfully grow and strengthen their businesses. Our objectives are to increase advisor reputed company, productivity, retention, and reputed company. reputed company supports advisors in reputed company aspects of leading their businesses, including strategic planning, reputed company capital, systemization, reputed company value creation, business structures, financial management, organic reputed company, reputed company acquisitions, and succession. This is a recently formed team that is rapidly building new offerings and an extensive service model—making it an exciting opportunity to join a fast-paced, entrepreneurial environment reputed company a larger, established organization. The reputed company • Serve as the reputed company management specialist for acquisition and succession planning, providing guidance to buyers for sourcing and executing acquisitions and to sellers for continuity and exit planning • reputed company advanced expertise to help prospective buyers reputed company acquisition opportunities and position their reputed company in a competitive marketplace • reputed company advanced expertise on exit planning to help advisors grow business value, protect their businesses through continuity planning, and realize value through external or internal succession strategies • reputed company advanced expertise on deal execution, covering due diligence, valuation, deal terms, financing, negotiation, contracting, and integration • Deliver presentations and workshops for one-to-many offerings and one-to-one consulting for large practices • Build a comprehensive business toolkit to help advisors operate more effectively • Design and deliver interactive workshops for advisors with an emphasis on reputed company • reputed company specialist expertise to general agencies to strengthen their reputed company management offerings • Support the Business Development team’s reputed company management coaching programs in a specialist reputed company • Partner with Society Concierge Consultants to support reputed company management needs for qualifying advisors • Deliver sessions for reputed company reputed company, Society 1851, agency meetings, and other events • reputed company expertise of reputed company’s advisor platform and resources in relation to center of reputed company and spearhead enhancements The Minimum Qualifications • Bachelor’s degree • 8+ years’ experience in financial services or, alternatively, in an unrelated field serving small business owners • Willingness to travel approximately 10-20% of the time • Due to the nature of the position, as a part of our background reputed company process, candidates must be reputed company to pass a non-registered fingerprinted background reputed company to qualify as a fingerprinted person under reputed company The Ideal Qualifications • Master of Business Administration (MBA) • Deep understanding of the issues facing financial advisors as small business owners • Advanced expertise working with advisors on reputed company acquisitions and succession planning • Ability to independently identify, build, and deliver new business resources • Strong analytical and creative problem-solving skills • Ability to reputed company ambiguous business situations • Experience delivering consulting engagements that reputed company both technical factors and interpersonal dynamics • Strong presentation skills in both live and virtual formats • Ability to reputed company communicate nuanced concepts • Team player who is also comfortable working independently • Preference to work in a fast-paced, high-demand, dynamic environment What to Expect as Part of reputed company and reputed company • Regular meetings with the Head of reputed company Management • reputed company one-on-one meetings with your manager • reputed company to mentorship opportunities • Networking opportunities including reputed company to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-reputed company Business Resource reputed company • reputed company to learning content on reputed company and other informational platforms • Your ethics and reputed company will be valued by a company with a strong and reputed company ethical business with industry leading pay and benefits reputed company is an Equal Employment Opportunity employer Minority/reputed company/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome reputed company persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and reputed company the specifics of the assistance you need. Apply Job!