Senior Associate, Corporate Development & Strategy
New
J
JobgetherWealth Management
Work remotely within the United States.Full-TimeSenior
Salary$47,000–$104,000
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Job Details
- Experience
- 2–5 years
- Required Skills
- Project ManagementBusiness AnalysisMicrosoft ExcelStakeholder managementChange Management
Requirements
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Proven experience managing complex, cross-functional projects involving multiple stakeholders and competing priorities.
- 2–5 years of experience in financial services, particularly within a Registered Investment Advisor (RIA) environment.
- 2–5 years of experience working with Orion or a comparable Portfolio Management System (PMS).
- Working knowledge of financial systems and processes related to trading, reconciliation, billing, and client reporting.
- Strong project management and organizational skills, with exceptional attention to detail.
- Excellent interpersonal, relationship-building, written, and verbal communication skills.
- Advanced proficiency in Microsoft Excel.
- Ability to collaborate effectively across departments and engage confidently with senior leadership.
- PMP certification is a plus.
- Willingness to travel occasionally as required.
Responsibilities
- Build and maintain trusted relationships with newly acquired firms through proactive communication and consistent stakeholder engagement.
- Develop and manage comprehensive integration plans covering technology, operational processes, policies, timelines, dependencies, and key milestones.
- Lead technology migrations, particularly platforms supporting operations, trading, client reporting, and portfolio management.
- Coordinate the transition of critical operational functions, including billing, trading, reconciliation, and client portfolio management data.
- Partner with internal teams and senior stakeholders throughout the acquisition and integration lifecycle to ensure smooth execution and timely issue resolution.
- Design and deliver training for employees from acquired firms, helping them adopt new systems, workflows, and processes effectively.
- Monitor integration progress, user adoption, and overall success through relevant KPIs, proactively identifying risks and implementing corrective actions.
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