Director, Corporate Development (Wealth Management)
Aprio
Houston, TX
$200,000 - $250,000 a year
Description
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Corporate Development Team and you will help the business continue to grow through mergers and acquisitions. Aprio is a progressive, fast-growing firm looking for a Director, Corporate Development to join their dynamic team.
The below details the anticipated responsibilities for the role of Corporate Development Director for Aprio. This director would report to the VP of Corporate Development. As a key member of the Corporate Development team, the M&A Director will play a central role in sourcing, evaluating, and executing acquisitions of RIA firms that align with the strategic growth goals of Aprio. This role is focused on firm-level M&A (not client-side advisory) and requires a blend of strategic insight, financial acumen, and transaction execution expertise.
Position Responsibilities:
- M&A Strategy & Sourcing:
- Identify and develop relationships with target firms in alignment with the firm’s strategic growth markets and geographic priorities.
- Partner with internal leaders to define acquisition criteria and build a qualified pipeline.
- Represent the firm at industry events and with M&A brokers, consultants, and prospective targets.
- Evaluation & Diligence:
- Lead due diligence processes across financial, operational, cultural, and regulatory dimensions.
- Coordinate cross-functional teams to assess integration fit and risk factors.
- Build and oversee financial models and pro forma forecasts to support valuation and deal structuring.
- Transaction Execution:
- Support negotiations on deal terms, structures, and post-close arrangements in coordination with legal counsel and leadership.
- Draft investment memos and present findings and recommendations to executive leadership and the M&A committee.
- Ensure alignment between deal objectives and long-term strategic goals.
Qualifications:
- Bachelor’s degree in Accounting, Finance, Business, or a related field.
- 5–8 years of experience in M&A, corporate development, investment banking, private equity, or a related field.
- Prior experience evaluating or acquiring wealth management firms strongly preferred.
- Proven ability to manage complex transactions end-to-end.
- Strong financial modeling and valuation skills.
- Exceptional communication and stakeholder management abilities.
- Understanding of the accounting and wealth management firm ecosystem, including key drivers of value, partner dynamics, and cultural integration challenges.
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
The application window is anticipated to close on July 16th and may be extended as needed.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
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