Corporate Development Manager

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Corporate Development Manager! In this critical role, you will help drive our inorganic growth strategy by working closely with the Chief Strategy Officer and SVP of Corporate Development to identify, source, and lead prospective acquisitions. As a key member of the Corporate Development team, you will support mergers and acquisitions (M&A) from initial pitch through execution, directly impacting the advancement of Wealth Enhancement Group's strategic objectives. This position offers excellent exposure to high-profile transactions and the opportunity to develop a strong foundation for a career in M&A.

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000.00 to $130,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Deal Thesis, Valuation Leadership, and Investment Structuring

• Lead the development and articulation of the deal thesis for potential acquisitions by directing valuation analyses and synthesizing financial, strategic, and operational insights.

• Establish target valuation ranges, recommend deal structures, and identify key negotiation levers to inform investment committee decisions and maximize value creation.

Transaction Execution

• Manage day-to-day execution across the full M&A lifecycle, from initial pitch through closing.

• Drive deal strategy, coordinate cross-functional due diligence, and manage both internal stakeholders and external advisors.

• Lead negotiations with targets and counterparties, proactively address issues, and ensure transactions progress efficiently and align with strategic and financial goals.

• Partner with legal counsel to review, negotiate, and finalize transaction documents, maintaining alignment across all parties through closing and handoff to integration.

Executive Alignment, Deal Governance, and Integration

• Drive executive and governance engagement throughout the deal process, including preparation and delivery of materials for the Board and internal stakeholders.

• Ensure alignment across senior leadership regarding key risks, tradeoffs, and decisions.

• Communicate deal rationale, key assumptions, and value creation opportunities, adapting messaging for various stakeholder needs.

• Collaborate with integration leaders to define integration priorities, synergy plans, and transition strategies to ensure seamless post-close value realization.

• All other duties as assigned.

Education & Qualifications

• Master’s or Bachelor’s degree (or equivalent experience) in business, finance, economics, or another highly quantitative field

• Experience in investment banking, private banking, or corporate development

• Excellent written and verbal communication skills, with confidence to interact with senior leaders and external partners

• Exceptional quantitative and technical skills; experience in statistics or computer science a plus

• Strong understanding of company valuation concepts, including comparable multiples, discounted cash flow (DCF), and leveraged buyouts (LBO)

• Demonstrated interest in financial economics and the wealth management industry preferred

• Effective project management skills with the ability to prioritize competing projects and deadlines

• Demonstrated intellectual curiosity, creativity, initiative, and leadership

• Proficiency in Microsoft Office Suite

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $95,300 - $152,500. The Corporate Development Manager role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals. (See bold details above)

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.