Program Manager, M&A Integrations
Description
Program Manager, M&A Integrations (Boston-Hybrid)
At Edelman Financial Engines, we believe everyone deserves to move their financial life forward.
We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.
Founded on the idea that financial education is a fundamental right for everyone—not just the wealthy, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.
As the Program Manager, M&A Integrations on the Corporate Development team, you’ll play a pivotal role leading the organization’s integration efforts in support of its inorganic growth goals and strategy.
In addition to a desire to lead teams through change during an integration, we are looking for the ideal candidate to complement the team’s existing talents. For this Program Manager, Integration role, we need someone with proven leadership, organization, communication, and facilitation skills to help advance the company’s inorganic growth goals. If you are a self-starter and strategic problem solver who loves to roll-up your sleeves to solve problems to ensure an outstanding experience is delivered for acquired firms, their employees & their clients, this may be an ideal match for you!
Responsibilities:
- Perform integration project management functions, including project scope, engagement with cross-functional working teams, and execution
- Proactive identification of integration deliverables’ impact, risk, and dependencies
- Ensure partner objectives are aligned with the integration timeline and plan
- Build visibility and confidence in integration status and timelines, including status reporting, issue lists, and budgets
- Accountable for communicating all integration details and decisions to EFE Leadership (both Wealth Planning & Finance)
- Support the M&A team during due diligence to help prepare for integration post-closing
- Assist in building an integration toolkit and framework that can support heavy M&A activity
Requirements:
- Bachelor’s degree in a related field or the equivalent in work experience
- 3-8+ years’ relevant work experience
- Passionate about working with financial advisors and their support system
- Prefer experience of working in a retail financial services firm
- Prefer experience or familiarity with financial planning tools and/or custodians
- Proficiency with Microsoft Office including Excel and PowerPoint
- Strong written and verbal communication skills
- High detail orientation with the ability to see the big picture
- Strong critical thinking and creative problem-solving skills
- Excellent social skills to build relationships with cross-functional and remote teams, at all levels of the organization
- Strong organizational and follow-through skills; able to prioritize and manage many simultaneous tasks and priorities
- Ability to influence people and resources to ensure timely completion of tasks that meet quality standards
- Willingness to adhere to established processes while keeping an eye for opportunities to improve or develop processes, structures, and systems
- Experience with M&A integrations, preferably in the RIA space
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $100,000-133,300. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.