Director of Succession & Acquisitions

Description

The Director of Succession & Acquisitions will serve as a strategic consultant and project manager supporting advisory firm growth, succession, and transaction strategies within the wealth management ecosystem. This role requires a strong understanding of the financial advisory landscape, with particular emphasis on advisor succession planning, internal and external acquisitions, equity design, and partnership structures. The individual will work cross-functionally with firm owners, internal leaders, and external partners to ensure that transitions and transactions are thoughtfully structured, efficiently executed, and effectively integrated into ongoing operations.

This position plays a key role in helping advisory firms evaluate enterprise value, design continuity plans, and execute both short- and long-term transition strategies. The Director will support initiatives that enhance firm scalability, strengthen governance models, and align ownership structures with growth and retention goals.

Ideal Candidate Profile

The ideal candidate is a strategic yet hands-on consultant with experience guiding advisory firms through succession, M&A, or enterprise development initiatives. They thrive in a consultative, relationship-driven environment and can navigate the financial, operational, and organizational complexities inherent in firm transitions. This individual combines analytical rigor, communication finesse, and execution discipline to help advisors achieve successful outcomes during periods of ownership change, capital formation, or expansion.

Key Responsibilities

• Serve as a consultative partner to financial advisors and firm leaders through all stages of succession and acquisition activity from discovery and valuation through execution and post-transition integration.
• Develop and implement succession strategies for firm owners, including catastrophic succession planning, to ensure continuity and alignment with long-term business goals.
• Analyze firm structures, financial statements, and operating models to identify opportunities, risks, and optimal transition frameworks.
• Collaborate with internal and external stakeholders including finance teams, legal counsel, lenders, accountants, and executive leadership to coordinate due diligence, documentation, and funding.
• Evaluate and advise on governance models, ownership structures, and capital sourcing strategies to support scalable and sustainable firm growth.
• Support the design and implementation of minority equity, synthetic equity, and incentive-based compensation programs aligned with performance and retention objectives.
• Provide financial analysis and modeling to assess enterprise value, transaction scenarios, and long-term financial outcomes for advisors and firm owners.
• Maintain a strong awareness of industry trends, advisor succession challenges, and evolving best practices within the RIA and wealth management ecosystem.

Qualifications

Location / Schedule

Job Type

Benefits

Concurrent is a Registered Investment Advisor firm that offers a multi-custodial hybrid investment platform to the clients of its partner firms. By offloading middle office functions, collaborating to help them achieve their growth goals, and providing a best-in-class platform, Concurrent assists partner firms with streamlining the launch of their business in the RIA space and positioning them to best serve their clients in the evolving financial services field.

Headquartered in Tampa, Concurrent was founded in 2016 and currently supports over 145 advisors in 84 offices with $13 billion in assets under management (AUM) and more than $15 billion under advisement.

Company Values

We believe that we best serve our partner firms and their respective clients when we have team members who are aligned in their values. Our team environment is fast-paced, highly collaborative, and innovative. We value motivated team members who enjoy solving problems, are open to implementing new ideas, and take pride in their work product