Director, Mergers & Acquisitions (Remote optional)

Purpose of Position:   Lead the execution of tuck-in acquisitions involving advisors joining an existing Carson location. Manage transactions from initial evaluation through due diligence, closing, and onboarding. Develop financial analyses, valuations, and transaction structures that reflect the economics and strategic considerations of each opportunity. Coordinate internal partners, external advisors, participating Carson locations, and prospective advisors to keep transactions moving efficiently. Support a consistent, well-managed acquisition experience while maintaining appropriate financial, operational, and risk standards.