Business Integration & Change Management Associate

Cerity Partners Management LLC; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings and investment plan with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Job summary

Cerity Partners Management LLC is seeking a skilled candidate to support merger due diligence and integration efforts. You will coordinate meetings, manage project plans, and maintain documentation to ensure seamless merger processes.

The ideal applicant will have a Bachelor’s degree and 1-3 years of relevant experience. Strong organizational skills and familiarity with Microsoft Office, Smartsheet, and AI tools are essential. This position offers a competitive compensation range of $90,000-$120,000.

Qualifications

• 1-3 years of integration, project management, or coordination experience.
• Experience with Smartsheet, Asana, Box, or similar platforms preferred.
• Demonstrated ability to work efficiently and manage multi-faceted projects.

Responsibilities

• Provide support to merger due diligence and integration team.
• Schedule and coordinate meetings with internal teams and merger partners.
• Maintain organized filing systems for integration documentation.

Skills

Organizational skills

Attention to detail

Proficiency in Microsoft Office Suite

Project management platforms proficiency

Communication skills

Education

Bachelor’s degree

Tools

Smartsheet

Asana

Box

AI tools

Job description

Job Responsibilities

• Provide support to the merger due diligence and integration team; including but not limited to the following:
• 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.
• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Proficiency in AI tools (Claude, Microsoft Copilot) and comfort applying them to summarization, drafting, and research.
• Experience with Smartsheet, Asana, Box, or similar project management and file management platforms preferred.
• Team player with a growth mindset, welcoming feedback and focused on continuous improvement.
• Strong verbal and written communication skills.
• Passion for financial services and wealth management.
• Demonstrated ability to work efficiently and independently, prioritize workflow, meet demanding deadlines, and manage multi-faceted projects.

Compensation

Compensation Range: $90,000-$120,00

Key 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.

Equal Opportunity Employer Statement

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.

Applicants must be authorized to work for any employer in the U.S.

We are committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail].