M & A Integration Manager (Remote & Hybrid work options)

Company: Wealth Enhancement Group
Location: Irvine
Posted on: May 15, 2022

Job Description:

About Wealth Enhancement Group Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life. Our purpose and mission is to work together to improve our clients--- lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best. Due to significant growth, our Corporate HQ office located in Plymouth, MN is looking for M & A Integration Managers. This role will be responsible for managing the integration of new advisory practices into the WEG model. The M & A Integration Manager will serve as a project manager and relationship manager. (This position has remote & hybrid work options - and applicant does not need to reside in MN) Job Functions Project Management Develop & manage integration project plan Work with WEG departments to create conversion and repapering plans to migrate accounts and assets for advisors Maintain overall project plan for integration activities at WEG and target firm; review status and progress & provide regular status updates to key stakeholders. Anticipate issues that may become bottlenecks; resolve rapidly Support pre-closing and post-closing integration processes. Relationship Management Serve as primary ambassador to the target company and coordinate activities and communication across company lines Partner closely with new advisory practices to identify/understand issues or concerns, and to provide regular status updates. Establish strong partnership and communication with internal WEG partners involved in integration process Change Management Partner with Advisor Team Operations to create and facilitate training plan Coordinate subject matter experts at WEG to deliver specific training as necessary Define checkpoints to substantiate training program and adoption; work with appropriate WEG departments to adjust training modules and retrain as needed Facilitate change by collaborating with key resources at the target firm to provide guidance and support during the transition Collaborate with key resources and departments within WEG to ensure target firm receives proper on-boarding with all key departments Issue Management Identify complex, typically cross-functional issues during pre- and post-close integration; Work with appropriate WEG departments to drive issues to resolution Maintain consistent communication with WEG leadership on ongoing issue items; Ability to discern escalation path when necessary Process Improvement Identify opportunities and drive initiatives to improve WEG Integration processes Collaborate with WEG departments engaged in M&A to refine existing project plans and establish new procedures where appropriate Travel Requirement: 25% Education- Skills Bachelor's Degree in business; finance, economics, management or related 5 years of project management and/or relationship management experience 5 years office experience, preferably within Financial Services or Mergers & Acquisitions Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible Strong written documentation, version management and organization skills Relationship and change management exposure, ability to have professional interactions in stressful situations Excellent oral and written communication skills Knowledge of Microsoft Office; Advanced Excel, Visio, and PM tool exposure Ability to work as a Team Member; positive solution-focused attitude OSHA The ability to stand or sit for long periods of time, to use the telephone and computer systems. File documents in high or low cabinets Ability to lift up to 15 pounds Travel Independently IND123

Keywords: Wealth Enhancement Group, Irvine , M & A Integration Manager (Remote & Hybrid work options), Executive , Irvine, California