Wealth Enhancement Group

Sr Facilities M&A Specialist

Wealth Enhancement Group$85K — $95K *
US-AnywhereRemote in United States
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business management or related field
  • 5+ years experience in mergers and acquisitions or transition management
  • PMP certification preferred
  • Strong communication skills for effective collaboration
  • Exceptional organizational and problem-solving abilities
  • Detail-oriented with a focus on project management
  • Ability to lead teams and manage vendor relationships

Responsibilities

  • Coordinate and conduct facilities diligence for acquisitions
  • Manage vendor transition discussions and integration processes
  • Create and implement signage and branding transition strategies
  • Document real estate legal and financial matters for acquisitions
  • Serve as a contact for acquisition firms' facilities-related inquiries
  • Assist in integration activities identified by management
  • Track and report on vendor transition progress

Benefits

  • Medical, dental, and vision coverage available to employees and families
  • Health Savings Account (HSA) with employer contributions
  • 401(k) plan with matching and profit sharing
  • Professional development and training opportunities
  • Generous paid time off (PTO) with additional accrual over time
  • Paid parental leave and caregiver leave after 6 months
  • Voluntary benefits including pet insurance
  • Wellness programs and resources
Full Job Description

We have an exciting opportunity for a Sr Facilities M&A Specialist! This position is responsible for the successful integration of acquisition firms to the WEG Facilities platforms.  Primary functions include; coordinating and conducting Facilities diligence; vendor transition management; providing Facilities support to acquisition firms post close.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Coordinate and conduct Facilities diligence

  • Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate

  • Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms

  • Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence

  • Create space modeling comparisons for acquisition real estate to WEG real estate model 

  • Document all diligence items in WEG’s acquisition management software and report any potential risks identified

Vendor Transition Management

  • Review vendor workbook and make appropriate determination for Facilities vendors

  • Participate in vendor transition discussions with acquisition firm as required

  • Partner with acquisition firm to collect necessary information for transition of identified vendors

  • Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems

  • Establish acquisition firm with WEG national vendor partners as identified

  • Create new vendor accounts and communicate account information to acquisition point of contact

  • Establish WEG USPS accounts for acquisition firm as required

  • Track progress of identified vendor transition and set up activities

Branding

  • Coordinate and manage signage transition to WEG including the fabrication and install of new signs

  • Partner with Marketing Brand and Creative on non-standard sign requests/requirements 

  • Coordinate and manage repair work required for signage transition

  • Implement brand standards for acquisition space/furniture refresh, expansions or renovations

Document Management and Communication

  • Document Facilities acquisition processes and procedures

  • Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected

  • Ensure acquisition lease documents are uploaded to the lease management system post close

  • Alert Facilities team to critical lease dates that may create risk post close

  • Serve as point of contact for Facilities acquisition firm questions and requests pre and post close

  • Coordinate/assist with other integration activities identified by Facilities Manager

Education/Qualifications

  • College degree in business management or similar

  • PMP certification, preferred

  • 5+ years mergers and acquisition or transition management experience

  • Excellent oral and written communication skills; to communicate effectively and work with internal and external resources

  • Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals

  • Strong attention to detail with the ability to communicate effectively and work with all levels of the organization

  • Ability to lead and direct the work of others

  • Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures

  • Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met

  • Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures

  • Expertise with Microsoft Office and other software as required

  • Travel required

WEG hires employees and makes decisions about their salary qualifications based on factors such as; the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at Specialist level is $87,400.00 to $131,100.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-MR1

#LI-Remote

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • Training and professional development

  • Medical, dental and vision coverage (Available to full-time employees and their families)

  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

  • Life and AD&D insurance – employer paid and voluntary options

  • Short-term and long-term disability, workers compensation – employer paid

  • 401k with match and profit sharing

  • Wellness programs and resources

  • Voluntary benefits, including pet insurance

  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Similar Jobs

More Jobs at Wealth Enhancement Group

More Business Services Jobs

Find similar Sr Facilities M&A Specialist jobs: