Head of M&A and Corporate Development - Equitable Advisors : Job Details

Job Description - Head of M&A and Corporate Development (2500007V)

Primary Location

UNITED STATES-NY-New York

Organization

Equitable

Schedule

Full-time

Company Overview: Equitable Holdings is a leader in financial services, focusing on retirement, wealth management, and investment management through AllianceBernstein. We are committed to delivering innovative solutions and ensuring long-term financial security for our clients.

Position Summary: The Head of M&A and Corporate Development will lead the strategic development and execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management, and asset management through AllianceBernstein. This role is critical in identifying growth opportunities, assessing potential acquisitions, and integrating new businesses to enhance our portfolio.

Key Responsibilities:

Strategic Leadership:

• Develop and implement the M&A strategy in alignment with the company's overall business objectives.
• Collaborate with senior leadership to identify and evaluate strategic acquisition opportunities.
• Work closely with the management committee of Equitable Holdings and key internal stakeholders, including Investor Relations, Treasury, and the Corporate CFO.

Deal Sourcing and Analysis:

• Identify potential acquisition targets through comprehensive market and competitor analysis.
• Conduct detailed financial analyses and modeling to assess the viability and potential return on investment of M&A opportunities.

Transaction Management:

• Lead the end-to-end M&A process, including target identification, due diligence, valuation, negotiation, and integration.
• Coordinate with internal and external stakeholders to ensure seamless execution of transactions.

Deal Integration:

• Develop and execute integration plans to ensure smooth transitions and maximize synergies post-acquisition.

Strategic Planning:

• Engage in strategic planning activities to align M&A initiatives with broader business goals and objectives.

Market and Competitor Analysis:

• Conduct ongoing analysis of market trends and competitors to inform M&A strategies and identify new opportunities.

Capital Markets and Internal Restructuring:

• Collaborate with capital markets teams to assess financing options and optimize capital structure.
• Lead internal restructuring efforts as needed to support strategic objectives.

Relationship Building:

• Establish and maintain strong relationships with investment banks, legal advisors, and other external partners.
• Act as a primary point of contact for all M&A-related inquiries and communications.

The base salary range for this position is 250K - 350K. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for the programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Minimum Requirements:

• 10+ years of experience in banking and M&A, preferably within the financial services industry.
• Proven track record of successfully leading complex M&A transactions.

Skills:

• Strong analytical and financial modeling skills.
• Excellent negotiation and communication abilities.
• Ability to work collaboratively and influence at all levels of the organization.
• Knowledge of the retirement, wealth, and asset management industry.

Education:

• Bachelor's degree in Finance, Business Administration, or a related field. An MBA or equivalent advanced degree is preferred.

ABOUT EQUITABLEAt Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) ###-#### or email us at [email protected].

#J-18808-Ljbffr