Remote M&A Process Engineer: Integration Architect

Jobgether; United States; Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical coverage through multiple CIGn

Dental and vision insurance

401(k) retirement plan with matches

Paid holidays and PTO

Parental leave

Job summary

Jobgether, on behalf of a partner, seeks a Process Engineer based in the United States to bring structure and clarity to integrating newly acquired partner firms. You will lead post-LOI discovery of business processes, client workflows, and technology environments.

You will translate findings into a target-state architecture, develop a repeatable integration framework, and collaborate across Legal, Finance, Operations, Technology, Leadership, and partner teams to build sequenced roadmaps and

Qualifications

• Bachelor’s degree required; certifications such as Lean, Six Sigma, or PMP are a plus.
• Experience in business process documentation, workflow design, systems evaluation, technology implementation, or related process-engineering disciplines.
• Experience in wealth management or financial services; familiarity with the Aspen platform is highly desirable.
• Prior experience supporting mergers and acquisitions, business integrations, or organizational transformation.
• Working knowledge of Salesforce or comparable CRM or deal-management platforms.

Responsibilities

• Lead post-LOI discovery with newly acquired partner firms to understand operations, workflows, systems, technology, and client-service practices.
• Document current-state processes and translate findings into the broader operating architecture.
• Analyze gaps, dependencies, risks, and opportunities between partner models and target-state processes.
• Build a repeatable framework, toolkit, and methodology for partner discovery, evaluation, and integration.
• Develop sequenced integration roadmaps in collaboration with legal, finance, operations, technology, leadership, and stakeholders.
• Organize post-close changes into coordinated releases that help partner firms and internal teams anticipate and manage transitions.
• Maintain high-quality process maps, systems inventories, and workflow diagrams for use by integration and deal teams.
• Serve as a subject-matter resource on core operating systems, including Aspen, and their application to partner integration.
• Support change management, stakeholder communication, and adoption as teams transition to new processes and systems.
• Conduct onsite discovery and integration planning with travel to partner locations as needed.

Skills

Analytical skills

Stakeholder management

Effective communication

Project coordination

Process documentation

Systems thinking

Change management

Travel willingness

Education

Bachelor’s degree

Lean

Six Sigma

PMP

Tools

Aspen

Salesforce

Job description

Jobgether, on behalf of a partner, seeks a Process Engineer based in the United States to bring structure and clarity to integrating newly acquired partner firms. You will lead post-LOI discovery of business processes, client workflows, and technology environments.

You will translate findings into a target-state architecture, develop a repeatable integration framework, and collaborate across Legal, Finance, Operations, Technology, Leadership, and partner teams to build sequenced roadmaps and