Business Integration & Change Management Associate

Responsibilities

• 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
• Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to synthesize meeting transcripts, draft communications, and accelerate document analysis and reporting

Requirements

• 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.

Qualifications

• 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.

Skills

• Microsoft Office Suite proficiency (Outlook, Word, Excel, PowerPoint).
• AI tools proficiency (Claude, Microsoft Copilot).
• Experience with project management tools (Smartsheet, Asana, Box).

Benefits

• 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.

Pay

Compensation Range: $90,000 - $120,000

Schedule

N/A