{"id":2857096,"url":"https://alion.io/job/modera-wealth-management-corporate-development-associate-2","title":"Corporate Development Associate","company":{"id":2032936,"name":"Modera Wealth Management","domain":"moderawealth.com","url":"https://alion.io/company/moderawealth","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":["New York, United States","Boston, United States","Charlotte, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":115000,"max":145000,"currency":"USD","period":"year","gross":null,"usd_annual":145000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-10-19T12:11:48Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-21T07:04:11Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Please Note: We have ONE opening for a Corporate Development Associate that can be based in one of our many office locations: New York City, NY - Boston, MA - Westwood, NJ - Atlanta, GA - Charlotte, NC\nWhy work at Modera Wealth?\nModera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.\nSince 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.\nJob Overview:\nWe are seeking a Corporate Development Associate to support Modera's inorganic growth strategy through the evaluation and execution of mergers, acquisitions, strategic partnerships, and related initiatives. This role conducts financial and strategic analyses, supports due diligence and transaction execution, and partners cross-functionally to assess opportunities, mitigate risks, and advance the firm's long-term growth objectives.\nResponsibilities:\nEvaluate acquisition, partnership, and strategic growth opportunities through financial, operational, and strategic analysis.\nBuild financial models and perform valuation analyses to assess transaction structures, returns, risks, and growth potential.\nDevelop recommendations and communicate findings to leadership regarding strategic fit, risks, and opportunities.\nPrepare executive presentations, investment committee materials, business cases, and transaction summaries.\nSynthesize diligence results into actionable recommendations and support transaction structuring and integration planning.\nCoordinate due diligence activities across financial, operational, regulatory, technology, human capital, and commercial workstreams.\nManage timelines, deliverables, and key milestones to facilitate efficient transaction execution.\nSupport sourcing efforts by identifying, assessing, and advancing prospective acquisition and partnership opportunities.\nManage acquisition pipeline reporting, opportunity tracking, and related corporate development systems and tools.\nIdentify and implement enhancements to corporate development processes, tools, reporting, and diligence methodologies.\nWhat are we looking for?\nWe want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera’s core values:\nConfident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism\nContagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others\nTrusted Relationships - supportive and authentic with mutual respect for colleagues\nQualifications:\nBachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field\n2-5 years of experience in corporate finance, corporate development, transaction advisory, investment banking, private equity, consulting, or related analytical roles.\nStrong Excel and financial modeling skills, including experience building valuation and transaction models independently.\nDemonstrated ability to synthesize quantitative and qualitative information into clear business recommendations.\nExperience supporting mergers and acquisitions, strategic transactions, or corporate development initiatives, preferred\nExperience within wealth management, financial services, RIA, consulting, or professional services environments, preferred\nSkills and Competencies:\nStrong analytical, problem-solving, and critical-thinking skills.\nExcellent written, verbal, and presentation communication skills.\nAbility to collaborate effectively with stakeholders across multiple functions and organizational levels.\nHigh level of professionalism, integrity, discretion, and sound business judgment.\nDetail-oriented while maintaining a strategic perspective.\nComfortable supporting senior executives and contributing to high-impact strategic initiatives.\nBenefits:\nCompetitive based salary\nPerformance based bonus\nSafe Harbor 401(k) plan\nMedical, Dental, Vision, and more\nGenerous PTO and leave policies\nOpportunities for professional growth and continuing education\nPartial remote work\nSalary range: $115,000-145,000\nPay ranges are job specific and are provided as a point of market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location, and most importantly, performance in the job role\nModera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.\nWe value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.\nNo phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.\nModera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.\nFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.","description_format":"text","description_chars":6645,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Growth opportunities","Performance based bonus"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"},{"name":"New Jersey","iso":null,"kind":"city"},{"name":"Massachusetts","iso":null,"kind":"city"},{"name":"New York","iso":null,"kind":"city"},{"name":"North Carolina","iso":null,"kind":"city"},{"name":"Georgia","iso":null,"kind":"city"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-19T15:12:12Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":7,"reasons":["conf:2","win:early","comp:junior"],"computed_at":"2026-10-21T05:46:15Z"},"pay":{"stated_usd_annual":145000,"is_top_pay":true},"html_url":"https://alion.io/job/modera-wealth-management-corporate-development-associate-2","json_url":"https://alion.io/job/modera-wealth-management-corporate-development-associate-2.json","meta":{"generated_at":"2026-10-21T12:35:17Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17769,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2032936},"rest":"https://alion.io/mcp/rest/get_company?id=2032936"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmodera-wealth-management-corporate-development-associate-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmodera-wealth-management-corporate-development-associate-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmodera-wealth-management-corporate-development-associate-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/modera-wealth-management-corporate-development-associate-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmodera-wealth-management-corporate-development-associate-2"}]}