M&A Business Development Associate

About the job

About Aspen Standard Wealth

Aspen Standard Wealth is building the next great national RIA platform by combining the resources of a large firm with the independence and culture of the boutique RIAs we partner with. Backed by Alpine Investors, Aspen provides permanent capital and strategic support to top wealth management firms across the country, helping them scale without sacrificing what makes them great.

Founded in 2024, Aspen is one of the fastest-growing companies in the industry, with a bold mission to become a $100B AUM platform in the next five years. We take a people-first approach by investing in talent, empowering local leaders, and building a culture of exceptional execution, trust, and integrity. Join us at the ground level and help shape the future of wealth management.

About Alpine Investors

Alpine Investors is a people-driven private equity firm that is committed to building great companies by working with, learning from, and developing exceptional people. Alpine prides itself on fostering cultures where people value empowerment, diversity, fairness, integrity, and intellectual honesty. Founded in 2001, Alpine specializes in investments in companies in the software and services industries. Alpine has over $17 billion in AUM and has offices in San Francisco, New York, and Salt Lake City.

Position Summary

Aspen Standard Wealth is seeking an M&A Business Development Associate to join our fast-growing Mergers & Acquisitions (M&A) team. This is a dynamic role focused on sourcing new acquisition opportunities for Aspen and its existing partner firms. You’ll be tasked with building relationships with RIA owners, articulating Aspen’s value proposition, qualifying acquisition opportunities, and driving Aspen’s M&A pipeline. The M&A Business Development Associate will join a team of like-minded peers and collaborate across all functions of the firm to support Aspen’s inorganic growth initiatives. The M&A Business Development Associate will report to Aspen’s Head of Partnerships.

Key Responsibilities

• Build Aspen’s M&A pipeline by sourcing discussions with RIA owners via cold outreach (calls, email campaigns, attending networking events, etc.).
• Build trust quickly and effectively while positioning Aspen’s value proposition with RIA owners, centers of influence, and other stakeholders across the industry.
• Qualify opportunities by leveraging Aspen’s acquisition scorecard and assessing the financial performance of M&A targets.
• Track and manage business development activities using DealCloud, maintaining accurate records, and executing a regional coverage model.
• Summarize target information discovered through marketing materials, public filings, meetings & calls, and other relevant sources.
• Prepare materials for use in business development meetings using PowerPoint, Excel, Word, and other presentation tools.
• Stay informed about industry trends and competitive landscape through ongoing review of industry publications and periodically published reports.

Qualifications

• 1–4 years of professional experience, ideally with business development experience within private equity, investment banking, financial services, or wealth management.
• Comfortability conducting high-volume cold outreach via cold calling and emailing.
• Process- and metrics-oriented, with experience using CRMs (DealCloud and/or Salesforce) and sales engagement tools (Outreach.io).
• Strong communication and interpersonal skills; able to quickly establish credibility and trust with business owners.
• Self-starter with excellent time management skills; thrives in a fast-paced, entrepreneurial environment.
• Interest in building a career within the wealth management industry.
• Must be willing to work on-premise in New York City.