Business Integration & Change Management Associate

Job DetailsLevelExperiencedJob LocationNew York 99 Park - New York, NYDescriptionAs a member of the Business Integration & Change Management Team, you will play a crucial role in supporting our Inorganic Growth Strategy. Your primary responsibility will be to assist in the successful integration of newly merged firms into Cerity Partners. You will support the merger due diligence and integration project manager by ensuring that new teams are smoothly and effectively integrated into Cerity Partners. Your responsibilities would include: Provide support to the merger due diligence and integration team; including but not limited to the below: Reconcile and organize due diligence documentation received.Maintain a high level of accuracy and attention to detail in all tasks.Ensure all required data is received and track any outstanding items to ensure timely completion.Project manage and monitor the due diligence process and promptly flagging any discrepancies or concerns to the PMO lead.Update and maintain merger status materials to ensure accurate and up-to-date information is available for all stakeholders.Create and maintain project plans. Assist with scheduling meetings with external stakeholders to ensure timely and efficient coordination.Take detailed notes, update checklists, and send out action items for merger integration pany Overview:Cerity Partners is a leading, national registered investment advisory 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 customer experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skillsQualificationsBachelor's degree.1-4 years of work experience.Your organization skills and attention to detail will set you apart from your peers.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.Demonstrated ability to work efficiently and independently, prioritize workflow, meet demanding deadlines, and manage multi-faceted projects

Created: 2025-01-03