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← Modera Wealth Management

Corporate Development Associate

Modera Wealth Management
Location
New York City, NY; Boston, MA, Westwood, NJ, Atlanta, GA; Charlotte, NC
Posted
1 month ago
Department
Client Experience/Marketing
Salary
$115,000-145,000
What they actually want (must-haves)
  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
  • 2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles
  • Strong Excel and financial modeling skills, including experience building valuation and transaction models independently
  • Demonstrated ability to synthesize quantitative and qualitative information into clear business recommendations
  • Strong analytical, problem-solving, and critical-thinking skills
  • Excellent written, verbal, and presentation communication skills
Nice to have
  • Experience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives
  • Experience within wealth management, financial services, RIA, consulting, or professional services environments
What the job really is

The Corporate Development Associate at Modera Wealth Management will play a key role in supporting the firm's growth strategy through mergers, acquisitions, and strategic partnerships. Daily responsibilities include conducting financial analyses, building financial models, preparing presentations for leadership, and coordinating due diligence activities. The role requires collaboration across various functions to assess opportunities and manage the acquisition pipeline.

Benefits
  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
Things to weigh
  • Salary range provided is $115,000-145,000, which may vary based on experience and performance
  • Role involves significant collaboration and communication with senior executives
  • Position is based in one of several locations, which may affect work-life balance
Job score4.2/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency5/5

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