Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach, CA office. This candidate will join a highly talented team of investment professionals that support the firm’s merger and acquisitions (M&A) efforts. This candidate will act as a Project Manager for new firms joining Beacon Pointe. The successful candidate will have a demonstrated track record of educational achievement, is process driven, detail oriented, a strategic problem solver and takes ownership in seeing projects to completion.

Responsibilities

• Supports M&A initiatives by running the project plan and working to cohesively integrate new offices to the firm
• Acts as a liaison to all partner offices to handle various requests via phone, email and/or other contact methods
• Coordinates between internal departments to complete merger projects as well as solve day to day operational hurdles
• Manages our proprietary due diligence data gathering process
• Meets regularly with partner offices to prioritize workload, provides timely updates on M&A items, and escalates potential issues when appropriate
• Synchronizes data transfer between new firms, custodians, and third-party vendors
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned