As a member of the
Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due diligence and post-close integration across multiple simultaneous transactions, managing cross-functional workstreams, and ensuring the seamless transition of newly merged firms into Cerity Partners.
Your responsibilities would include: - Provide support to the merger due diligence and integration team; including but not limited to the below:
- Schedule and coordinate meetings with internal teams, external stakeholders, and merger partners
- Manage calendars for integration team members and ensure optimal meeting scheduling
- Help facilitate introductory and training calls with various workstreams for each merger
- Coordinate onsite meetings and events for merger processes
- Prepare meeting agendas for ongoing touchpoints and distribute materials in advance
- Maintain organized filing systems in Box for integration documentation, meeting transcripts, and correspondence
- Manage document distribution and ensure stakeholders have access to necessary materials
- Update and maintain merger integration reporting materials to ensure accurate and up-to-date status information is available for all stakeholders
- Build and manage project plans in Smartsheet and Asana, tracking milestones, owners, and critical path items across all active deals
- Support Target Operating Model (TOM) development by tracking workstream progress and documenting current vs. future state across functional areas
- Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to synthesize meeting transcripts, draft communications, and accelerate document analysis and reporting
Ideal Candidate Profile - 1-3 years of integration, project management, or coordination experience
- Your organization skills and attention to detail will set you apart from your peers.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Proficiency in AI tools (Claude, Microsoft Copilot) and comfort applying them to real work tasks such as summarization, drafting, and research
- Experience with Smartsheet, Asana, Box, or similar project management and file management platforms preferred
- 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, and organizational skills.
- 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
Compensation Range:$90,000-$120,00Why Cerity Partners:Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
• Health, dental, and vision insurance - day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits
