Jobs
>
New York City

    Merger Program Manager- Senior Associate/Principal - New York, United States - Cerity Partners

    Cerity Partners
    Cerity Partners New York, United States

    4 weeks ago

    Default job background
    Description
    Job Details

    Job Location
    New York 99 Park - New York, NY

    Remote Type
    Fully Remote

    Salary Range
    $100, $130,000.00 Salary/year

    As a member of the Business Integration & Change Management Team, you will support our Inorganic Growth Strategy. You will be responsible for the successful integration of newly merged firms into Cerity Partners. You are the M&A due diligence and integration project manager that is responsible for efficiently and effectively integrating new teams to Cerity Partners. You will work closely with integration workstreams to plan for technology adoption projects, participate in growth initiatives and act as the point of contact as the new firm transitions to Cerity Partners.

    Your responsibilities would include:
    • Provide support to the merger due diligence and integration team; including but not limited to the below:
      • Project manage all aspects of the due diligence and integration processes with CP and newly acquired firm.
      • Perform analysis on merger firm processes and client practices and present findings to Senior Management.
      • Assess newly acquired firm technology stack and develop vendor forecast expense model.
      • Develop Target Operating Model for newly acquired firm and present to external stakeholders.
      • Prioritize initiatives with technology to optimize delivery and return on platform investment and minimize conversion stress.
      • Recommend and participate in implementation projects for system conversions and software.
      • Effectively problem solve when issues/challenges related to integrations arise and escalate where appropriate for additional support.
    Ideal Candidate Profile
    • Bachelors Business degree required.
    • 5-10 years of work experience.
    • Exhibit a high level of EQ to establish trust during transition periods.
    • Your organization and project management skills set you apart from your peers and you use personality, empathy and influence to motivate, engage and win.
    • 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, professional presentation, and organizational skills.
    • Ability to think critically, creatively and with care in a fast-paced, complex work environment.
    • Passion for financial services and wealth management with appropriate education and experience to match.
    Company Overview:

    Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

    Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
    • You understand the need to provide a world-class client experience
    • You value the collaboration of insightful, experienced colleagues to deliver our services
    • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
    #LI-CH1
  • ZS

    Associate Principal

    2 weeks ago

    ZS New York, United States Permanent

    ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming global healthcare and beyond, our most valuable asset is our people. Here you'll work side-by-side with a powerful collective of thinkers and experts shaping solution ...

  • LTIMindtree Limited

    Associate Principal

    2 days ago

    LTIMindtree Limited New Jersey, United States

    "Role - Salesforce Technical ArchitectResponsibilities · This is a varied delivery leadership role, with the following responsibilities: · Tool based analysis of the Salesforce landscape and deep dive on identified focus areas. · Prioritize the areas of tech debt by value to bus ...

  • ClifyX

    Associate Principal

    3 weeks ago

    ClifyX New York, United States

    Job Title: Associate Principal - Software Engineering · Work Location: NYC NY (Hybrid) · Job Description: · Good experience in Google Analytics (analytics), Google Tag Manager (tagging), Braze (campaign management), mParticle (CDP) and Snowflake (DW) as the different tools in ...

  • LTIMindtree

    Associate Principal

    2 weeks ago

    LTIMindtree New York, United States

    About Us: · LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to m ...

  • IBI Group

    Associate Principal, Education

    4 weeks ago

    IBI Group New York, United States Full time

    Job Description · Our Global Architecture & Urbanism Division combines the expertise of IBI's Buildings and Placemaking practice, our Arcadis's Places capabilities, and CRTKL's multi-sector design leadership to offer a diverse range of solutions focusing on human-centric design, ...

  • Medecins Sans Frontieres

    Senior Director of Principal

    2 weeks ago

    Medecins Sans Frontieres New York, United States

    About MSF-USA | Doctors Without Borders · Doctors Without Borders/Médecins Sans Frontières (MSF) is an international humanitarian organization providing medical care to people affected by conflict, epidemics, disasters, or exclusion from health care in over 70 countries. We were ...

  • Macquarie Group

    Principal Finance Operations, Senior Associate

    1 week ago

    Macquarie Group New York, United States

    Apply now · Refer someone · Join the Principal Finance group in Macquarie Capital and be a part of the Global Operations team responsible for the middle office management of our principal investing portfolio, from pre-acquisition to divestment. · The Principal Finance team, in Ma ...

  • Fastly

    Senior Principal Engineer

    2 weeks ago

    Fastly New York, United States

    What You'll Do · : Maintain a broad understanding of how critical systems work together - your work will span everything from scaling our platform infrastructure, WebAssembly, and the Fastly Compute SDKs · Design, implement, and maintain critical Compute systems and features with ...

  • IBI Group

    Associate Principal, Education

    4 days ago

    IBI Group New York, United States

    Job Description · Job DescriptionCompany Description · Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality o ...

  • IBI Group

    Associate Principal, Education

    2 weeks ago

    IBI Group New York, United States

    Company Description · Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an importan ...

  • Weber Shandwick

    Associate Principal

    3 weeks ago

    Weber Shandwick New York, United States

    Who We Are · United Minds is a global change consultancy that helps Fortune 500 clients transform their organizations, with a particular focus on the people side of change. · What Makes Us Different · At United Minds, our purpose is to make business more human - because we be ...

  • Neva Recruiting

    Senior Associate

    3 weeks ago

    Neva Recruiting New York, United States

    Senior Associate | Manager · Our client, a niche' consulting firm, is expanding their Strategic Sourcing/Procurement Practice looking for Consultants – Associate, Senior Associate and Manager level with domain expertise in this area. · Consultants enjoy reduced travel, work/life ...

  • Glocap

    Senior Associate

    1 week ago

    Glocap New York, United States

    POSITION: Senior Associate, PE Secondaries - NYC · General Responsibilities: · Working on all aspects of the investment process from sourcing, due diligence, to the execution of PE secondary transactions, including GP-led deals, LP secondaries and single-asset continuation vehicl ...

  • Glocap

    Senior Associate

    3 weeks ago

    Glocap New York, United States

    POSITION: Senior Associate, PE Secondaries - NYC · General Responsibilities: · Working on all aspects of the investment process from sourcing, due diligence, to the execution of PE secondary transactions, including GP-led deals, LP secondaries and single-asset continuation vehicl ...

  • Barings

    Senior Associate

    1 day ago

    Barings New York, United States Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collabora ...

  • Robertson Wright

    Senior Associate

    1 week ago

    Robertson Wright New York, United States

    We are currently working on a very exciting opportunity with a Global Investment Bank operating in the large cap space. The client is looking for a senior associate to join their Digital Infrastructure IB team. It is a fantastic platform with an extremely strong and recognisable ...

  • New York Life Insurance Co

    Senior Associate

    2 weeks ago

    New York Life Insurance Co New York, United States

    Location Designation: Hybrid - 3 days per week · When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, ...

  • Greystone

    Senior Associate

    6 days ago

    Greystone New York, United States Full time

    Greystone Monticello, LLC and its affiliates ("Greystone Monticello") is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Greystone Monticello is s ...

  • Sutherland

    Bilingual Senior Associate

    1 week ago

    Sutherland New York, United States

    Overseeing and managing performance and service quality, monitoring calls and emails in English and Spanish, creating reports and relaying information, developing and implementing strategies based on data and observations. ...

  • Berkeley Research

    Senior Associate

    4 weeks ago

    Berkeley Research New York, United States

    Description · Position at Berkeley Research Group, LLC HAP Tech, a subgroup of BRG's Healthcare Analytics practice (HAP), is one of the firm's largest and fastest growing teams. This innovative group is currently looking for talented and dynamic professionals to join us as we co ...