Beacon Pointe
Overview
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Manager in our Newport Beach office. The candidate will join a highly talented team of professionals that support the firm0s mergers and acquisitions (M&A) efforts. This candidate will lead and coordinate the integration of newly acquired RIA firms. The ideal candidate will have strong project management skills, a deep understanding of the wealth management industry, and experience managing cross-functional integration efforts. 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 Qualifications
Bachelor7s 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 About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation0s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron3s, and more. For more information, please visit Awards Disclosures.
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We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Manager in our Newport Beach office. The candidate will join a highly talented team of professionals that support the firm0s mergers and acquisitions (M&A) efforts. This candidate will lead and coordinate the integration of newly acquired RIA firms. The ideal candidate will have strong project management skills, a deep understanding of the wealth management industry, and experience managing cross-functional integration efforts. 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 Qualifications
Bachelor7s 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 About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation0s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron3s, and more. For more information, please visit Awards Disclosures.
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