Director, Corporate Development

Summary

Join Aprio's Corporate Development Team and help the business grow through mergers and acquisitions. As a Corporate Development Director, you will report to the VP of Corporate Development and play a central role in sourcing, evaluating, and executing acquisitions of RIA firms. This role focuses on firm-level M&A and requires strategic insight, financial acumen, and transaction execution expertise. You will identify target firms, partner with internal leaders, represent the firm at industry events, lead due diligence processes, build financial models, support negotiations, and present findings to executive leadership. Aprio offers a competitive salary, excellent benefits, and a flexible work environment. The position requires a Bachelor's degree, 5-8 years of relevant experience, strong financial modeling skills, and exceptional communication abilities. Prior experience with wealth management firms is preferred.

Requirements

• Bachelor’s degree in Accounting, Finance, Business, or a related field
• 5–8 years of experience in M&A, corporate development, investment banking, private equity, or a related field
• Proven ability to manage complex transactions end-to-end
• Strong financial modeling and valuation skills
• Exceptional communication and stakeholder management abilities
• Understanding of the accounting and wealth management firm ecosystem, including key drivers of value, partner dynamics, and cultural integration challenges

Responsibilities

• Identify and develop relationships with target firms in alignment with the firm’s strategic growth markets and geographic priorities
• Partner with internal leaders to define acquisition criteria and build a qualified pipeline
• Represent the firm at industry events and with M&A brokers, consultants, and prospective targets
• Lead due diligence processes across financial, operational, cultural, and regulatory dimensions
• Coordinate cross-functional teams to assess integration fit and risk factors
• Build and oversee financial models and pro forma forecasts to support valuation and deal structuring
• Support negotiations on deal terms, structures, and post-close arrangements in coordination with legal counsel and leadership
• Draft investment memos and present findings and recommendations to executive leadership and the M&A committee
• Ensure alignment between deal objectives and long-term strategic goals

Preferred Qualifications

Prior experience evaluating or acquiring wealth management firms

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options