Business Development Analyst

Job Description:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 100 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients' lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we're looking for like-minded individuals to join our team.
The salary target for this role is $70,000.00 - 80,000.00; this position is eligible for an annual corporate bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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
As an M&A Analyst at Wealth Enhancement Group, you will work directly with the Chief Business Development Officer and across the Business Development team to identify, source, and integrate prospective acquisitions with the goal of accelerating WEG's inorganic growth.
WEG's Business Development ("BD") team is responsible for differentiating the firm's inorganic growth engine by effectively communicating WEG's partnership strategy and assisting prospective acquisitions as they progress through the M&A pipeline. The BD team is an integral part of WEG's growth strategy and supports prospective acquisitions through the process, from pitch, to negotiation, to execution.
WEG's BD team is looking for a new hire to join the team as a Business Development Analyst. The position is a rewarding experience, providing an excellent foundation for a career in M&A, with the opportunity to build a deep understanding of the merger business, as well as the ability to have an immediate impact on high-profile transactions.
Acquisition Support

• Master WEG's vision, values, objectives for M&A, our product offering, industry dynamics and how to work within a team and broader organization,
• Assist in the drafting, review, and timely execution of legal documents including NDAs, Indications of Interest (IOIs), Letters of Intent (LOIs) and Purchase Agreements (PAs).
• Prepare company valuations and deal analyses exercising analytical skills and attention to detail.
• Prepare diligence materials including marketing collateral and presentation decks as well as coordinate conversations between prospects and WEG subject matter experts (SMEs) across various departments.

Direct Outreach and Database Management

• Update and maintain database of +20,000 potential acquisition targets.
• Cultivate target lists and execute outreach through various channels including traditional cold-calling, email campaigns and webinars.
• Track outreach and capture important responses through Salesforce CRM.
• Coordinate the scheduling of introductory conversations.

Reporting Materials Preparation & Special Projects

• Create objective-specific materials to support bi-weekly reporting of Key Performance Indicators (KPIs) to WEG management and Board of Directors.
• Assist in the drafting of BOD approval decks for prospective acquisitions.
• Lead the execution of special projects which often encompass analysis of industry trends or additional reporting requests from WEG management.

Education | Qualifications

• Bachelor's Degree
• Excellent written and verbal communication skills with confidence to interact with prospects and senior leaders within the firm
• Effective project management skills with ability to prioritize competing projects and deadlines
• Intellectual curiosity and creativity, with a demonstrated interest in learning about M&A
• Self-starting, proactive person who demonstrates initiative, ownership, and leadership
• Drive, enthusiasm, and solid work ethic
• Exceptional quantitative and technical skills, ideally with experience in statistics or computer science
• Basic understanding of company valuation concepts (comparable multiples, DCF, LBO, etc)
• Keen interest in financial economics and the wealth management industry

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 participate in the following benefits & development opportunities:

• Training and professional development
• Medical and dental coverage
• 401k - with match and profit sharing
• Health care spending and savings accounts
• Dependent care spending account
• Vision coverage
• Wellness programs and resources
• Life insurance - employer paid
• Short-term and long-term disability - employer paid
• Paid Time Off
• 10 paid holidays each year
• Paid parental leave
• Tuition reimbursement

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