Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client's financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

This is a hybrid position with in-office flexibility 2-3 days a week.

Position Overview:

The Integration Manager supports pre- and post-M&A integration efforts. The role will oversee the integration process in partnership with the Head of Integration and NFP’s Integration Project Management Office, ensuring the strategic and technical objectives of mergers and acquisitions are met. The Integration Manager must collaborate closely with many parties, including operational and administrative departments, business line leaders and members of newly acquired firms.

The successful candidate is process driven, detail oriented, a strategic problem solver, has change management expertise, takes initiative and ownership in seeing projects to completion.

Responsibilities:

• Integration Planning:
• Create deep connections with leaders of the target acquisition firm during the due diligence phase.
• Conduct working sessions with counterparts to understand current state processes and systems and identify key challenges and opportunities to be discussed prior to acquisition.
• Develop and execute comprehensive integration plans aligned with the company's strategic objectives.
• Work closely with senior leadership to define priorities and drive the integration project forward.
• Project Management:
• Manage integration projects from start to finish, ensuring key milestones are met within scope, time, and budget.
• Track and report on progress, adapting plans as necessary to ensure success.
• Provide regular updates and reports to senior management on project status and outcomes.
• Collaborate with departments including HR, IT, Finance, Compliance, Investments and Operations to ensure seamless integration across all areas.
• Act as the primary liaison between the acquiring and acquired entities to facilitate effective communication and collaboration.
• Provide exceptional support to newly acquired staff by setting appropriate expectations and being available and supportive of their needs throughout the process.
• Technical Migration Support:
• Conduct deep working sessions with members of newly acquired firm to continually identify challenges and opportunities across numerous aspects of their business.
• Collaborate with team members to complete mapping of legacy data and processes from source to destination.
• Validate data using various reports and conversion tools to determine any conversion issues or further cleanup as needed.
• Facilitate data reviews to ensure on-time completion and data quality.
• Post-Integration Review:
• Conduct evaluations post-integration to assess overall success and pinpoint opportunities for improvement.
• Capture and document lessons learned for future acquisitions.

Qualifications:

• Bachelor’s degree required.
• 5-7 years of experience at an RIA.
• Proven ability to lead complex integration projects successfully.
• Excellent communication, verbal and written, skills with the ability to engage with senior executives and cross-functional teams.
• Attention to detail and organizational skills.
• Team oriented and collaborative nature.
• Experience with custodian partners preferred.
• Strong skillset in Microsoft Office, SharePoint, Smartsheet, Industry CRMs, Performance Reporting and Trading applications.
• Knowledge of change management principles and practices.
• PMP (Project Management Professional) or similar certification is a plus.

Diversity, Equity, Inclusion, and Belonging at Wealthspire:

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $72,000 – $105,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.