About Earned Wealth
Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.
What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.
Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.
Join us as we build the future of financial services for doctors—faster, smarter, and at scale.
Job Summary
Earned Wealth is seeking a highly motivated and detail-oriented Corporate Development Associate to join our team. You will be instrumental in driving our growth strategy by identifying and developing a robust pipeline of acquisition targets, from target identification through initial outreach. You’ll draw acquisition targets into the top of the funnel and drive engagement with senior members of our corporate development team. This role will report into our Chief Growth Officer.
Key Responsibilities
Pipeline Development: Build, maintain, and manage a robust pipeline of potential acquisition/partnership targets. Actively source leads and identify high-potential companies that align with our strategic objectives.
Deal Sourcing & Screening: Proactively seek out new opportunities through networking, research, cold calling, and other direct outreach strategies, as well as screen inbound acquisition leads. Qualify and prioritize targets based on strategic fit, KPI metrics, etc.
Relationship Management: Develop and maintain relationships with the corporate development and broader Earned team, target companies, and intermediaries. Build rapport with potential acquisition/partnership targets and maintain regular communication to keep opportunities moving forward.
Pipeline Reporting & Tracking: Regularly report on pipeline status, including updates on active opportunities, next steps, and any potential roadblocks. Use CRM systems and internal tracking files to track and document progress to ensure transparency and reporting within the corporate development team and broader Earned leadership.
Market Research & Analysis: Conduct in-depth market research to identify trends, competitors, and acquisition opportunities. Use both qualitative and quantitative methods to assess the attractiveness of potential targets.
Strategic Support: Collaborate with the corporate development team to refine acquisition strategies, messaging, and communication.
Key Requirements
Bachelor's degree required
2-5+ years of experience in M&A business development roles (buyside, sell-side, or corporate), B2B enterprise sales, or D2C sales with a strong cold-call focus.
Excellent communication and collaboration skills – you’ll be representing Earned in a variety of contexts, including with acquisition targets, our leadership team, and our investors
Familiarity with CRM systems and deal-tracking tools is a plus
Comfort creating presentations and illustrations designed to tell a story to both business owners and internal team
Key Attributes
You’re excited by the opportunity to build something new: you have wanted an opportunity to help build the foundation for a successful M&A strategy - working across a significant breadth of responsibilities and owning critical aspects of the sourcing process
You’re an enthusiastic self-starter: you thrive in a fast-paced and ambiguous environment. You are highly accountable and hold yourself to a high standard; you have strong drive and will to win
You’re meticulous and analytical: you pay close attention to details and can identify trends and provide insights to support business decisions through data analysis
You’re naturally collaborative: you see the importance of bringing internal and external stakeholders along and proactively engage and communicate to drive the best results
You’re mission-driven: you’re motivated by our mission to improve the financial health and wellness of healthcare professionals all over the country through an ecosystem that has never existed before
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 5% match