Opportunity OverviewThe Practice Acquisition Manager is responsible for leading the execution of Advisor practice acquisitions from initial evaluation through transaction close. This role serves as the transaction lead for assigned acquisition opportunities, driving deal structuring, negotiations, due diligence, stakeholder alignment, and execution activities across the acquisition lifecycle.
The Practice Acquisition Manager partners closely with practice owners, Market Managers, Legal, Finance, Practice Integration, and other key stakeholders to develop transaction structures that align advisor objectives with the firm's growth strategy. The role is accountable for advancing transactions from initial evaluation through closing while managing risk, maintaining timeline discipline, and delivering a high-quality advisor experience throughout the acquisition process.
Key Responsibilities - Develops transaction structures, economic terms, and deal frameworks aligned with firm objectives and advisor needs.
- Coordinates the development and execution of Letters of Intent, purchase agreements, and closing documentation.
- Leads cross-functional due diligence efforts across financial, legal, operational, compliance, and business workstreams.
- Prepares executive recommendations, transaction summaries, and approval materials for leadership decision forums.
- Partners with Legal, Finance, and Practice Integration teams to identify and mitigate transaction risks.
- Tracks transaction economics, key assumptions, and approval conditions throughout the deal lifecycle.
- Identifies opportunities to improve acquisition processes, negotiation practices, and execution effectiveness.
- Contributes to achievement of annual acquisition volume, AUM, and inorganic growth objectives.
Position RequirementsWhat Experience You Need:
- Bachelor's degree in Finance, Business Administration, Accounting, Economics, or related discipline.
- Demonstrated ability to lead complex transactions from evaluation through closing.
- 5+ years of experience in mergers and acquisitions, corporate development, wealth management, investment banking, business development, strategic partnerships, or related fields.
- Demonstrated success managing transaction execution, negotiations, and due diligence activities.
- Strong understanding of financial statements, valuation concepts, transaction structures, and business economics.
- Demonstrated ability to manage multiple concurrent transactions and competing priorities.
- Strong project leadership, stakeholder management, and organizational skills.
What Could Set You Apart:
- Wealth management, financial advisor, or RIA acquisition experience.
- Experience negotiating founder-owned business transactions.
- Familiarity with business valuation methodologies and transaction structuring.
- Experience working with attorneys, investment bankers, and external advisors.
Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.
Salary InformationEdward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
