Merger Program Manager- Senior Associate/Principal

Job Details

Job Location

New York 99 Park - New York, NY

Remote Type

Fully Remote

Salary Range

$100,000.00 - $130,000.00 Salary/year

As a member of the Business Integration & Change Management Team, you will support our Inorganic Growth Strategy. You will be responsible for the successful integration of newly merged firms into Cerity Partners. You are the M&A due diligence and integration project manager that is responsible for efficiently and effectively integrating new teams to Cerity Partners. You will work closely with integration workstreams to plan for technology adoption projects, participate in growth initiatives and act as the point of contact as the new firm transitions to Cerity Partners.

Your responsibilities would include:

• Provide support to the merger due diligence and integration team; including but not limited to the below:
  • Project manage all aspects of the due diligence and integration processes with CP and newly acquired firm.
  • Perform analysis on merger firm processes and client practices and present findings to Senior Management.
  • Assess newly acquired firm technology stack and develop vendor forecast expense model.
  • Develop Target Operating Model for newly acquired firm and present to external stakeholders.
  • Prioritize initiatives with technology to optimize delivery and return on platform investment and minimize conversion stress.
  • Recommend and participate in implementation projects for system conversions and software.
  • Effectively problem solve when issues/challenges related to integrations arise and escalate where appropriate for additional support.

Ideal Candidate Profile

• Bachelors Business degree required.
• 5-10 years of work experience.
• Exhibit a high level of EQ to establish trust during transition periods.
• Your organization and project management skills set you apart from your peers and you use personality, empathy and influence to motivate, engage and win.
• Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement.
• Strong verbal and written communication skills, professional presentation, and organizational skills.
• Ability to think critically, creatively and with care in a fast-paced, complex work environment.
• Passion for financial services and wealth management with appropriate education and experience to match.

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills