This M&A Consultant role helps drive FP Transitions’ transaction work by guiding wealth management firms through the strategy, structure, and execution of mergers and acquisitions. From buyer identification and deal coordination to data analysis, negotiations, project tracking, and client communication, this position helps advisory businesses move through complex transactions with clarity and confidence.

The Department Operations Coordinator serves as the administrative backbone of its team, managing the day-to-day operational and coordination tasks that keep projects moving, clients informed, and internal processes running smoothly. This highly administrative role requires strong organizational skills, meticulous attention to detail, and the ability to manage multiple priorities simultaneously.