Director of Finance | Mergers & Acquisitions (HYBRID ROLE)

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 80,000 households from our over 140 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 are looking for a Director of Finance | Mergers and Acquisitions to help support Wealth Enhancement's growth strategy by leading financial analysis, valuation, due diligence, and integration efforts for acquisitions and recruiting.

This individual will serve as a trusted advisor ensuring that acquisition and recruiting activities align with the firm’s long-term objectives and deliver measurable value to stakeholders.

This is a hybrid position. Preference will be given to candidates in Minnesota who are able to work partially from home and partially from our headquarters weekly.

For candidates outside of Minnesota, travel will be required up to 25% (must be in office at least one full week per month).
In the spirit of pay transparency, we are excited to share the base salary range for this position is $175,000.00 to $200,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. 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
 

Financial Diligence Leadership

• Own and lead the end-to-end financial due diligence process for acquisitions, from initial assessment through deal close.

• Develop and maintain standardized diligence frameworks, analyses, and reporting to ensure consistency and quality across transactions.

• Evaluate historical and projected financial performance, including revenue type/composition, expense structure, profitability, cash flows, and working capital dynamics.

• Assess key risk areas such as client concentration, advisor compensation, growth sustainability, regulatory exposure, and accounting practices.

Analysis, Valuation and Deal Support

• Partner with corporate development team to assess acquisition opportunities and provide financial perspectives on deal attractiveness.

• Build, review, and oversee financial models supporting valuation, purchase price considerations, and transaction structures.

• Translate diligence findings into clear implications for valuation, deal terms, and integration planning.

• Support negotiations by providing fact-based analysis and addressing financial questions from internal stakeholders and external counterparties.
   

Cross Functional Collaboration

• Coordinate closely with legal, compliance, tax, operations, and integration teams to ensure diligence findings are fully understood and incorporated into deal valuation.

• Serve as the primary financial diligence

Post-Transaction and Continuous Improvement

• Support post-acquisition financial integration by identifying key diligence findings that impact reporting, controls, and synergy realization.

• Track actual performance versus diligence expectations and highlight variances, risks, and lessons learned.

• Continuously refine diligence methodologies to improve efficiency, insight quality, and scalability as acquisition volume grows.

Education/Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA, CFA, or CPA strongly preferred).

• 6-10+ years of experience in financial due diligence, M&A, investment banking, transaction advisory, corporate development, or private equity.

• Direct experience with RIAs, wealth management, or financial services business models strongly preferred.

• Proven expertise in leading financial diligence for complex transactions.

• Advanced financial modeling, valuation, and analytical skills.

• Strong understanding of RIA economics, advisor compensation structures, client retention dynamics, and regulatory considerations.

• Excellent project management skills with the ability to manage multiple diligence efforts simultaneously.

• Clear, confident communicator able to distill complex financial issues for executive decision-makers.
   

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 the Senior Analyst level is $142,600.00 to $213,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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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.