Firm Development Manager

E.A. Buck is a fast-growing financial services company with dual headquarters in Denver and Honolulu. We’re seeking a Firm Development Manager to join our team in Denver. The Firm Development Manager plays a critical role in driving the growth strategy for the company. This individual will oversee the M&A Transition Specialists and future team members, ensuring a seamless integration process for newly acquired Financial Advisory firms. They will be responsible for leading due diligence efforts, managing transition plans, and optimizing M&A strategies to support business expansion.

This role requires strong expertise in mergers and acquisitions, project management, and leadership, with the ability to coordinate multiple stakeholders and ensure smooth transitions within the firm.

This position is a full-time, in-office position based out of our Denver office.

No agencies please.

NOTE: Only people who are currently living in Colorado will be considered for this role.

Salary / Benefits Package:

• Base Salary range of $110,000 to $130,000 per year, based on experience.
• Competitive benefits package including 100% employer paid health, dental, and vision insurance.
• Eligibility to enroll in health savings account, flexible savings account, and more.
• Paid vacation (PTO) and paid holidays.
• Join our mission-driven company and partake in 401k with generous matching.

Duties and Responsibilities:

• Provide leadership and direction in the attainment of the company goals, including annual KPIs, 3-year objectives, and long-term targets.

Management:

• Supervise the daily activities of the Operations team, including the Office Managers and Receptionists, with a focus of executing on corporate objectives and goals.
• Meetings – Assist with daily huddles, weekly staff meetings and hold your assigned 1:1 meetings.
• Training – Provide initial training and ongoing professional development. Supervise, train, mentor, and coach staff to ensure maximum efficiency.
• Performance Evaluation – Periodically evaluate the performance of direct reports with the Chief Operating Officer.
• Scheduling – Coordinate Staff Schedules

Firm Growth & Development Strategy M&A Advisor Onboarding:

• Strategic Initiatives – Develop and execute strategic initiatives to drive the firm’s expansion through mergers, acquisitions, and talent acquisitions.
• Collaborate with the leadership to refine the firm’s growth & development strategy.
• Ensure all acquisitions and transitions align with the firm’s mission, culture and financial objectives.
• M&A Process – Oversee the M&A process, from the Advisor Recruiting through the Launch process.
• Due Diligence – Lead due diligence efforts, including financial assessments, risk evaluations and operational compatibility.
• Integration Strategies – Partner with legal, compliance, finance, and operations teams to ensure seamless transitions for newly acquired firms, advisors and clients, and adherence to regulatory requirements.

Project Management:

• Drive projects that involve continuous improvement within our project management framework.
• Coordinate and assign the work of various participants.
• Manage a portfolio of projects with an emphasis on Mergers, Acquisition and Transition.
• Leading projects in a Matrix management environment with cross-functional processes and teams.
• Train and coach employee(s).

Job Requirements:

• Bachelor’s Degree Preferred
• 5 years of experience in Mergers & Acquisitions, Financial Services, or Wealth Management.
• 3 years of leadership or project management experience, preferably in a corporate finance or business development role.
• FINRA Series 6, 7 or 66 Preferred
• Project Management Professional (PMP) certification is a plus.
• Strong Leadership & Managerial Skills.
• Superior Project Management Skills.
• Organized and detail oriented, with excellent analytical experience.
• Highly motivated and deadline driven.
• Ability to work independently and prioritize tasks.
• Excellent Communicator, both orally and written.
• Proficient with technology,