Wealth Enhancement · 2 weeks ago
Sr Facilities M&A Specialist
United States
Full-time
Remote
Senior Level
$85K/yr - $95K/yr
5+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Sr Facilities M&A Specialist will be responsible for the successful integration of acquisition firms into the WEG Facilities platforms, coordinating diligence, vendor transitions, and branding efforts.
FinanceProperty & Casualty InsuranceFinancial ServicesRisk ManagementWealth Management
No H1B
Responsibilities
Coordinate and conduct Facilities diligence
Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate
Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms
Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence
Create space modeling comparisons for acquisition real estate to WEG real estate model
Document all diligence items in WEG’s acquisition management software and report any potential risks identified
Review vendor workbook and make appropriate determination for Facilities vendors
Participate in vendor transition discussions with acquisition firm as required
Partner with acquisition firm to collect necessary information for transition of identified vendors
Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems
Establish acquisition firm with WEG national vendor partners as identified
Create new vendor accounts and communicate account information to acquisition point of contact
Establish WEG USPS accounts for acquisition firm as required
Track progress of identified vendor transition and set up activities
Coordinate and manage signage transition to WEG including the fabrication and install of new signs
Partner with Marketing Brand and Creative on non-standard sign requests/requirements
Coordinate and manage repair work required for signage transition
Implement brand standards for acquisition space/furniture refresh, expansions or renovations
Document Facilities acquisition processes and procedures
Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected
Ensure acquisition lease documents are uploaded to the lease management system post close
Alert Facilities team to critical lease dates that may create risk post close
Serve as point of contact for Facilities acquisition firm questions and requests pre and post close
Coordinate/assist with other integration activities identified by Facilities Manager
Qualification
Required
College degree in business management or similar
5+ years mergers and acquisition or transition management experience
Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals
Strong attention to detail with the ability to communicate effectively and work with all levels of the organization
Ability to lead and direct the work of others
Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures
Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met
Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures
Expertise with Microsoft Office and other software as required
Travel required
Preferred
PMP certification
Benefits
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
Investment News
2026-07-03
2026-07-01
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