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Company Overview
PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision.
Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit https://www.pcsretirement.com/
Job Summary
The Director, Corporate Development will be a key asset in the future growth of Fiduciary Services Group “FSG”. This role will support the business through M&A sourcing, due diligence and transaction execution. The successful candidate has experience in an active corporate development team, with the ability to multitask and interface collaboratively and efficiently with internal and external stakeholders. Experience with all stages of the M&A process are essential. This is an integral role on the FSG team, and reports directly to the Head of Corporate Development.
Job Responsibilities
- Participate in all activities related to mergers and acquisitions from deal sourcing all the way to the finalization of the transaction.
- Develop detailed financial models and valuation analyses for all potential transactions.
- Manage communications and engage with prospective businesses from the time of initial contact through to completion.
- Create investment presentations for senior management for aiding decision making in these sensitive transactions.
- Research and prospect new merger and acquisition targets within a specified profile that is in line with the acquisition strategy of the business.
- Maintain CRM / Pipeline of acquisition targets.
- Perform assessments on a wide range of businesses, inclusive of reviews of their operations, performance, and past activities to determine compatibility.
- Participate in the negotiation process with prospective business owners and executives.
- Keep up with industry M&A trends and best practices, constantly imparting them on the department to ensure continuous improvement in efficiency and effectiveness of the business’s merger and acquisition activities.
Requirements
- 4+ years related experience in mergers and acquisitions.
- Bachelor's Degree in Business, Accounting or Finance or related field, MBA preferred.
- Highest standards of accuracy and precision; highly organized.
- Experience in analysis and modeling in heavily transactional situations with a demonstrated understanding of accounting elements used during mergers and acquisitions.
- Excellent multi-tasking skills to be able to split time appropriate between deal execution and deal sourcing/pipeline building. The ability to work on multiple deals concurrently.
- A high level of efficiency and the ability to effectively prioritize time effectively.
- A high level of accountability and ownership to deliver on established deadlines and deliverables.
- The ability to travel for due diligence, as needed, and to work from corporate headquarters a few days per month to collaborate with the Executive team and others.
- The ability to think creatively, highly-driven and self-motivated.
- A willingness to work collaboratively with others at all levels across the organization.
- Expert-level Excel and communication skills to share your results effectively.
- Top-notch analytical and problem-solving skills, with the ability to question model outputs and suggest options for improvement.
- Ability to work in a fast-paced, rapidly changing environment while maintaining a commitment to meeting deadlines with accurate, relevant and timely analysis and insight.
- Result-oriented, self-motivated, driven, and proactive and can work well independently and with a group, and be comfortable working with business executives
Remote Work Information
For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider.
Please ensure that you are able to meet these expectations before applying.
Compensation Information
The average salary for this position is expected to be between $154,000 and $200,000/year however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc.
For more information, please visit pcsretirement.com/careers
Additional Information
As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
