Business Integration & Change Management Associate

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