Director, M&A - Remote
ExpediaSalary not specified
- Full Time
- Senior (5 to 8 years)
$150,000 – $175,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Position Overview
- Location Type: Remote
- Job Type: Full-Time
- Salary: $150K - $175K
Earned Wealth is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. We are seeking a highly motivated M&A Corporate Development Analyst to support our deal execution activities and identify potential acquisition/partnership opportunities. This role will be crucial in evaluating and attracting top quality firms serving physician and dentist clients for the Earned platform. The ideal candidate will be a proactive self-starter with strong research and analytical skills. We are rapidly scaling to redefine financial services for medical professionals, backed by leading investors.
Requirements
- Strong research and analytical skills
- Passion for building connections with people
- Ability to thrive in a fast-paced environment
- Excellent communication skills
- Excellent organization and project management skills
- Ability to coordinate with internal and external stakeholders
Responsibilities
- Support the preliminary add-on assessment based upon the unique criteria by which Earned evaluates potential target quality.
- Support the transaction process, including preparing analysis and assisting with diligence workstreams.
- Coordinate with internal (Earned) and external (due diligence providers and seller) stakeholders.
- Maintain organized and comprehensive information requests.
- Support multiple live deals simultaneously.
Company Information
- About Earned Wealth: A tax-smart financial services firm dedicated to serving doctors, their families, and their practices.
- Strategic Growth Model: Aggressive M&A strategy, acquiring and integrating best-in-class financial services firms.
- Funding: $200M secured from investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.
- Technology: Technology-driven approach with a focus on fiduciary experts and modern tax-smart tools.
- Platform: iOS app and beyond for clients to have a clear, real-time view of their financial trajectory.
Skills
Research
Analytical Skills
Communication
Organization
Project Management
Stakeholder Coordination
Earnest
Provides low-interest student and personal loans
About Earnest
Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.
San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees