Strategic Integration Manager jobs in United States
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Beacon Pointe · 4 months ago

Strategic Integration Manager

positionNewport Beach, CA
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date5+ years exp

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms, providing advisory services to a range of clients. They are seeking a Strategic Integration Manager to lead and coordinate the integration of newly acquired RIA firms, supporting M&A initiatives and aligning integration activities with corporate strategy.

Financial Services
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Growth Opportunities

Responsibilities

Supports M&A initiatives by running the project plan and working to cohesively integrate new offices to the firm
Acts as a liaison to all partner offices to handle various requests via phone, email and/or other contact methods
Assists in managing our proprietary due diligence process
Meets regularly with partner offices to prioritize workload, provides timely updates on M&A items, and escalates potential issues when appropriate
Partner with senior leadership and internal department to align integration activities with corporate strategy
Drive cultural alignment and change management, preserving the value of acquired firm teams while achieving enterprise consistency

Qualification

Wealth management knowledgeCross-functional integrationProject managementMicrosoft Office proficiencyRIA technologies familiarityVerbal/written skillsCustodiansInterpersonal skillsAttention to detailOrganizational skillsTeam oriented

Required

Bachelor's degree required (Finance, Business or Economics preferred)
5+ years of experience in the financial industry specifically within client service and/or operations
Excellent interpersonal and verbal/written skills
Attention to detail and organizational skills
Team oriented
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Proven success in leading large, complex cross-functional projects
Strong familiarity with core RIA technologies (e.g., Salesforce, Orion, Black Diamond, Tamarac, etc.)
Experience with custodian partners; Charles Schwab, Fidelity Investments, SEI and/or Pershing

Company

Beacon Pointe

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Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
dateFounded in 2002
location
Newport Beach, CA, US
people-size501-1000 employees
web-link
http://www.beaconpointe.com

Funding

Current Stage
Late Stage

Leadership Team

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Shannon Eusey
CEO and Co-Founder
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Garth Flint
Partner and Co-Founder
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Company data provided by crunchbase