Managing Director - Strategic Equity Investment Partnerships

Position: Managing Director – Strategic Equity Investment PartnershipsLocation: Split Between Topeka & Lenexa, KS Offices - HybridJob Id: 2586# of Openings: 1Position: Managing Director – Strategic Equity Investment PartnershipsReporting to: Managing PartnerOverviewAdvisors Excel is seeking a Managing Director to lead the structuring, execution, and ongoing management of strategic equity investment partnerships with independent financial advisory firms within our network.In this role, you'll work alongside internal teams responsible for market strategy and opportunity sourcing, taking ownership of high‑potential opportunities and driving them through structuring, negotiation, and successful execution. Once a partnership is established, you will step in as the primary relationship owner and strategic advisor, working directly with founders and leadership teams to help their businesses grow, scale, and succeed.This is a highly visible role that plays a critical part in both bringing new partnerships to life and ensuring their long‑term success.What you'll doDeal Execution & StructuringTake ownership of partnership opportunities once they are sourced and qualifiedLead structuring and negotiation of minority equity investments and strategic capital partnershipsDrive end‑to‑end transaction execution, including due diligence, financial analysis, valuation, legal coordination, and closingCollaborate with internal stakeholders and external partners to ensure efficient and effective deal executionEnsure all transactions align with Advisors Excel's long‑term, non‑controlling investment philosophyPartner Onboarding & Relationship ManagementServe as the primary relationship owner following transaction closeLead onboarding and integration of partner firms into the Advisors Support NetworkBuild and maintain trusted relationships with founders, owners, and leadership teamsAct as the central connection point between partner firms and internal resourcesStrategic Advisory & Business CoachingServe as a strategic advisor to partner firms, providing guidance on growth, performance, and operational effectivenessCoach advisor offices on key business drivers including client growth, recruiting, operational scale, M&A, and succession planningIdentify opportunities to improve profitability, efficiency, and enterprise valueConnect partner firms with internal resources such as finance, compliance, operations, and investment solutionsSupport the development and execution of long‑term strategic plansExperience you'll bring5–10+ years of experience in wealth management, investment banking, private equity, corporate development, or advisor‑focused partnershipsProven experience leading transaction execution, including structuring, negotiating, and closing dealsStrong financial acumen, including valuation, financial modeling, and deal analysisExperience working directly with founders, entrepreneurs, or executive leadership teamsAbility to operate effectively as both a transaction leader and a long‑term strategic advisorStrong understanding of the independent wealth management industry, including RIAs, hybrid firms, independent broker‑dealers, custodians, and advisor platformsBonus PointsMBA, CFA, CFP®, CEMA, or other relevant professional designationExperience supporting business growth, operational improvement, or post‑transaction value creationWhat you'll getAmazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package from your start dateAccess to an on‑site café, gym and primary careContinuous personal and professional development opportunitiesRecognition for hard work & exemplary performanceEmployee sponsored events…and more!Who We AreAdvisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.#J-18808-Ljbffr