Executive Searches
Vice President, Practice Acquisition
Mutual Life & Annuity Insurance Company
Position Summary
The Vice President, Practice Acquisition will build and lead a new enterprise function focused on practice development, succession planning, practice valuation and acquisitions. This executive will own the full practice continuum, from helping advisors strengthen enterprise value and prepare for succession through sourcing, structuring, negotiating and integrating practice acquisitions. The role will establish the strategy, team and operating model for the function while partnering closely with field leadership and senior executives to support growth, advisor continuity and retention.
The ideal candidate will bring 10+ years of experience in wealth management, broker-dealer, or financial services leadership with deep expertise in practice valuation, acquisition strategy, succession planning and practice management consulting. They will have a proven track record of structuring and closing transactions, including buyouts and multi-year succession arrangements, and a strong understanding of advisor business models and practice economics. The successful candidate will be an entrepreneurial, relationship-driven builder who combines financial and transaction expertise with strong communication skills, a hands-on approach and the ability to build a new function from the ground up.
