About Voyager Investments: Voyager Investments partners with independent Registered Investment Advisors (RIAs), providing capital, resources, and support to help their businesses grow. We help our partners scale while maintaining their independence and continuing to focus on serving their clients. We’re building a team of smart, driven people who are excited to roll up their sleeves and make an impact. We value people who take ownership, move quickly, think strategically, and enjoy working alongside ambitious teammates in a growing business.
The Opportunity:
Voyager Investments is seeking a Director of Mergers & Acquisitions to play a key role in identifying, evaluating, and executing strategic investments and acquisitions across the independent wealth management and RIA market. The Director will manage opportunities throughout the transaction lifecycle, from initial evaluation and financial analysis through due diligence, deal structuring, closing, and post-transaction integration. This role will work closely with Voyager’s senior leadership and cross-functional teams while building trusted relationships with RIA founders, advisors, prospective partners, and external stakeholders.
Key Responsibilities:
Identify and assess potential acquisition and partnership opportunities in the RIA space.
Oversee due diligence processes from initial review through completion.
Develop valuation models and recommend appropriate deal structures.
Manage transaction timelines and coordinate key milestones.
Partner with and manage external advisors throughout the transaction process.
Prepare investment memoranda and other transaction materials.
Present findings and recommendations to senior stakeholders.
Lead post-close integration planning and execution.
Support ongoing partner success following transaction close.
Represent Voyager at industry conferences and events; regular travel is expected.
Continuously evaluate and refine M&A strategies to support Voyager’s growth and expansion of its advisor network.
Qualifications:
Strong finance expertise, including valuation, financial statement analysis, financial modeling, and capital structure.
Hands-on due diligence experience across financial, operational, legal, and regulatory areas.
Direct M&A experience, including sourcing, structuring, negotiating, and closing transactions.
Experience in wealth management, asset management, RIAs, or broader financial services is strongly preferred.
Proven ability to work cross-functionally and communicate complex concepts clearly to a variety of stakeholders.
Strong relationship-building, communication, and negotiation skills.
Demonstrated leadership, sound judgment, and the ability to manage multiple high-impact projects at once.
Bachelor’s degree in Finance, Business, Economics, Accounting, or a related field.
MBA, CFA, or other relevant advanced degree or certification is a plus.
Equal Opportunity Employer:
Voyager is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, creed, national origin or ancestry, sex (including pregnancy, childbirth, and related conditions), sexual orientation, gender identity or expression, age, physical or mental disability, genetic information, marital status, military or veteran status, or any other status protected by applicable law.”Disability Accommodations: Voyager is committed to providing reasonable accommodations to qualified individuals with disabilities. If you need assistance with the application process or during the interview, please contact Bstratman@voyagerig.com to request an accommodation. Salary History: Voyager does not request or rely on an applicant’s salary history in determining compensation. Background checks (if applicable)
Background Check:
Employment with Voyager may be contingent upon successful completion of a background check conducted in accordance with applicable law. A conditional offer does not become final until required checks are complete.”At-Will Employment: Employment with Voyager is at-will and may be terminated by either the employee or Voyager at any time, with or without cause or notice, subject to applicable law.”
How to Apply:
Please apply via LinkedIn. If applying through LinkedIn, your application materials will be processed in accordance with Voyager's applicant privacy practices. Applicant Privacy: Information you provide during the application process will be used for recruiting and hiring purposes and handled consistent with applicable privacy laws and Aleto’s applicant privacy practices.”
