1-3 years of experience in integration, project management, or coordination.
Strong organizational skills and attention to detail.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Experience with AI tools like Claude or Microsoft Copilot for work tasks.
Familiarity with project management platforms such as Smartsheet or Asana preferred.
Excellent verbal and written communication skills.
Responsibilities
Support the merger due diligence and integration team.
Coordinate meetings with internal teams, external stakeholders, and merger partnership.
Facilitate training calls and introductions with various workstreams for each merger.
Organize onsite meetings and events for merger processes.
Prepare meeting agendas and distribute materials accordingly.
Maintain organized filing systems for integration documentation and correspondence.
Manage project plans in Smartsheet and Asana, tracking milestones and critical path items.
Benefits
Health, dental, and vision insurance effective from day one.
401(k) plan with 4% match available.
Flexible PTO policy to support work-life balance.
Parental Leave for new parents.
Financial assistance for further education and professional designations.
Opportunities for community involvement and giving back.
Commuter benefits for travel.
Full Job Description
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
Bachelor's degree.
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-$120,00
Why 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
