Business Integration & Change Management Associate

About the role

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-$120,000