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-$120,00
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
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
