M&A Integration & Growth Manager – Wealth Solutions

Corient Services LLC; Miami (FL); On-site; USD 160,500 - 200,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Paid Maternity & Parental Leave

Training Reimbursement

Volunteer days

Job summary

Corient Services LLC, located in Miami, FL, is looking for a professional to lead M&A due diligence and integration efforts. The role demands strong analytical skills and the capability to synthesize information effectively, working with diverse stakeholders to ensure the successful delivery of strategic initiatives.

Ideal candidates will possess a bachelor's degree and 3-5 years of applicable experience in management consulting or project management, particularly within wealth management settings. Comprehensive benefits and a collaborative work culture await the ideal candidate.

Qualifications

• 3-5 years of experience in management consulting, project management, M&A integration, or due diligence.
• Experience in wealth management or investment advisory is strongly preferred.
• Exceptional organizational skills with executive-level presentation experience.

Responsibilities

• Lead M&A due diligence and integration planning.
• Analyze diligence materials and synthesize large volumes of information.
• Develop integration roadmaps and project plans.
• Collaborate with stakeholders to support integration activities.

Skills

Management consulting

Project management

M&A integration

Data analysis

Communication skills

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree in Business, Finance, Accounting, Economics, or related field

MBA

Job description

Corient Services LLC, located in Miami, FL, is looking for a professional to lead M&A due diligence and integration efforts. The role demands strong analytical skills and the capability to synthesize information effectively, working with diverse stakeholders to ensure the successful delivery of strategic initiatives.

Ideal candidates will possess a bachelor's degree and 3-5 years of applicable experience in management consulting or project management, particularly within wealth management settings. Comprehensive benefits and a collaborative work culture await the ideal candidate.