M&A Deal Origination Specialist

Job Summary

A company is looking for an M&A Deal Origination professional.

Key Responsibilities

• Identify and evaluate acquisition targets aligned with strategic criteria across Wealth Management and Retirement
• Build and manage a pipeline of qualified prospects while cultivating relationships with decision-makers
• Originate qualified leads through outbound efforts and maintain detailed records of outreach in Salesforce

Required Qualifications and Experience

• 2-5 years of experience in Wealth Advisory Corporate Development, Insurance M&A, or Private Equity
• Documented success in deal sourcing, inside sales, or business development
• Proficiency in CRM software and tools for managing pipeline activity
• Proactive in staying informed about industry innovations and trends
• Ability to work in deadline-driven environments