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Director of Corporate Development

Director of Corporate Development

Intrua Financial, LLCHouston, TX, United States
7 hours ago
Job type
  • Full-time
Job description

Description :

Head of M&A - RIA Acquisitions

Position : Director of Corporate Development

Reports To : President of Advisory Services

Location : St. Louis or Houston

Compensation : Competitive base + performance-based incentives tied to deal success and integration outcomes

Overview

Larson Financial Group is a rapidly expanding wealth management enterprise currently managing over $7B in assets across two RIAs. We are pursuing an aggressive inorganic growth strategy, targeting 5-10 RIA acquisitions in the next 2-3 years. We are seeking an experienced Head of M&A to build and lead our acquisition and integration efforts from the ground up.

The ideal candidate is a strategic operator and dealmaker who can build a sustainable acquisition pipeline, lead transactions end-to-end, and ensure smooth integration of acquired firms into our platform. This is a high-impact role with significant visibility and influence across our leadership team.

Responsibilities

M&A Strategy & Sourcing

  • Develop and execute a strategic roadmap for RIA acquisitions aligned with firm growth goals.
  • Identify, research, and cultivate relationships with target firms and potential sellers.
  • Manage and track acquisition pipeline using CRM tools and market intelligence.
  • Negotiate NDAs, LOIs, and definitive agreements alongside executive and legal teams.

Deal Execution

  • Lead due diligence process — financial, operational, legal, and cultural.
  • Develop deal structures and financial models to evaluate transaction economics.
  • Coordinate internal and external stakeholders (legal, finance, compliance, tech).
  • Manage transaction timelines, ensuring efficient and successful closings.
  • Integration & Value Creation

  • Partner with internal operations, technology, and service teams to design and execute post-merger integration plans.
  • Develop KPI frameworks to measure integration success and synergy realization.
  • Ensure client continuity, advisor retention, and operational alignment across entities.
  • Leadership & Communication

  • Serve as primary liaison between acquired firms and leadership during transition.
  • Present regular updates to executive leadership and board on M&A progress and pipeline health.
  • Build and mentor a small, high-performing M&A and integration team over time.
  • Requirements : Qualifications

  • Bachelor's degree required
  • 7-10+ years of relevant M&A, corporate development, or investment banking experience (RIA or financial services focus strongly preferred).
  • Proven ability to source, structure, and close middle-market transactions ($100M-$2B+ AUM range).
  • Deep understanding of RIA business models, valuation methodologies, and custodial ecosystems.
  • Strong financial modeling and analytical skills.
  • Excellent negotiation, communication, and interpersonal abilities.
  • Highly organized with the ability to manage multiple concurrent deals.
  • Entrepreneurial, self-directed, and motivated by growth.
  • Success in This Role Looks Like

  • Building a proprietary deal pipeline of 50+ active targets within 12 months.
  • Closing 3-5 strategically aligned transactions in the first 18 months.
  • Designing a repeatable integration framework that reduces time-to-synergy by 25%.
  • Elevating firm reputation as a "partner of choice" for RIA owners considering succession or strategic alignment.
  • Larson offers a generous employee benefits & perks package :

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA plans are 100% paid for the employee)
  • ER PD Telehealth
  • Dental Insurance
  • Vision Insurance
  • ER PD Life, Disability & EAP Insurance
  • Supplemental Insurance
  • Paid time Off (112 hours after 90 days)
  • Holiday Pay (12 Holidays)
  • Training & Education
  • ER Events, Awards, Activities
  • PI1011e217db86-29400-38857331

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    Director Corporate Development • Houston, TX, United States

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