What are the responsibilities and job description for the Senior Director Corporate Acquisitions position at Cambridge Investment Research, Inc.?
Overview
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
We are seeking a dynamic Senior Director, Corporate Acquisitions to lead acquisition initiatives and corporate development activities within our organization. In this role, you will serve as the primary point of contact for acquisition opportunities involving Cambridge financial professionals and work closely with the executive team to execute strategic initiatives that drive long-term growth. Your responsibilities will include identifying and evaluating acquisition targets, structuring solutions, negotiating deals, and creating shareholder value through successful integration. This role requires strategic thinking, strong financial acumen, and the ability to cultivate key partnerships both internally and externally.
This role offers an exciting opportunity to shape the future growth of the company through strategic acquisitions and partnerships. If you're a results-driven professional with a passion for corporate development and creating lasting business value, we encourage you to apply!
Essential Duties
The ideal candidate would possess an advanced level of experience, typically around 8 or more years, with Mergers & Aquisitions (M&A) and business strategy the, particularly in financial services.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 79 or 99 is required if not already obtained. FINRA Series 7 is preferred.
Compensation: $120,000-$145,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
About Us:
Cambridge Investment Research, Inc. stands as one of the nation’s premier independent financial solutions firms, dedicated to empowering independent financial advisors and their clients. At Cambridge, we cultivate an inclusive, dynamic environment that thrives on innovation, collaboration, and growth. Our team is driven by a shared commitment to excellence, fostering a workplace where every individual feels valued, supported, and inspired to succeed.
We provide a comprehensive range of flexible solutions across advice, growth, technology, and independence, tailored to meet the unique needs of our advisors. Guided by our core values—integrity, commitment, flexibility, and kindness—we lead with purpose, delivering impactful results for our clients and partners.
At Cambridge, we don’t just adapt to change; we shape it. As innovators, problem solvers, and trailblazers, we are redefining what it means to be independent. We are Cambridge.
Job Summary:
We are seeking a dynamic Senior Director, Corporate Acquisitions to lead acquisition initiatives and corporate development activities within our organization. In this role, you will serve as the primary point of contact for acquisition opportunities involving Cambridge financial professionals and work closely with the executive team to execute strategic initiatives that drive long-term growth. Your responsibilities will include identifying and evaluating acquisition targets, structuring solutions, negotiating deals, and creating shareholder value through successful integration. This role requires strategic thinking, strong financial acumen, and the ability to cultivate key partnerships both internally and externally.
This role offers an exciting opportunity to shape the future growth of the company through strategic acquisitions and partnerships. If you're a results-driven professional with a passion for corporate development and creating lasting business value, we encourage you to apply!
Essential Duties
- Acquisition Leadership: Serve as the primary contact for acquisition opportunities of Cambridge financial professionals, driving the evaluation and execution of private company acquisitions from minority investments to full acquisitions.
- Corporate Development: Lead corporate development initiatives, working closely with the executive and SAS leadership teams to identify new business opportunities, including partnerships, acquisitions, and financings that generate financial service revenue.
- Deal Structuring & Negotiation: Take ownership of deal recommendations, evaluating opportunities, structuring pragmatic solutions to challenges, and leading negotiations to a successful close.
- Strategic Analysis: Build and manage acquisition pipelines, conduct market research, financial analysis, and initial due diligence to prioritize potential targets and opportunities that align with long-term goals.
- Stakeholder Engagement: Cultivate relationships with internal stakeholders, including HR, IT, Compliance, Legal, and external partners such as investment bankers, brokers, intermediaries, and private equity firms to ensure smooth processes and regulatory compliance.
- Communication & Risk Management: Present clear rationale and associated risks for proposed transactions to deal sponsors, functional leadership, and senior executives through both written reports and verbal communications.
- Industry Trend Analysis: Stay informed on industry trends and developments to generate proactive business opportunities and maintain competitiveness.
- Shareholder Value Creation: Focus on building long-term shareholder value through new acquisition growth, measured by capital investment, return on capital, and successful integration.
The ideal candidate would possess an advanced level of experience, typically around 8 or more years, with Mergers & Aquisitions (M&A) and business strategy the, particularly in financial services.
Certificates & Licenses
Financial Industry Regulatory Authority (FINRA) Series 79 or 99 is required if not already obtained. FINRA Series 7 is preferred.
Compensation: $120,000-$145,000. This range is a good faith estimate of the compensation to be offered for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary above or below the stated range.
Benefits: Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
Salary : $120,000 - $145,000
