Beacon Pointe Advisors
Strategic Integration Associate
Beacon Pointe Advisors, Newport Beach, California, us, 92659
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm’s merger and acquisitions (M&A) efforts. This candidate will act in a support role to 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.
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Responsibilities
Supports Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
Meets regularly with Strategic Integration team to support new office onboarding initiatives
Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
Manages the preparation, processing and tracking of client paperwork via mail and electronic delivery
Records and reports integration milestones within Salesforce CRM and other project management tools
Other duties, as assigned
Qualifications
Bachelor’s degree required
1-2 years of experience in the financial industry specifically within client service and/or operations
Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
Excellent written and verbal communication skills
Strong organizational, analytical and interpersonal skills
Ability to excel in a fast-paced, team oriented environment
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by
Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s
and more. For more information, please visit www.beaconpointe.com.
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm’s merger and acquisitions (M&A) efforts. This candidate will act in a support role to 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 Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
Meets regularly with Strategic Integration team to support new office onboarding initiatives
Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
Manages the preparation, processing and tracking of client paperwork via mail and electronic delivery
Records and reports integration milestones within Salesforce CRM and other project management tools
Other duties, as assigned
Qualifications
Bachelor’s degree required
1-2 years of experience in the financial industry specifically within client service and/or operations
Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
Excellent written and verbal communication skills
Strong organizational, analytical and interpersonal skills
Ability to excel in a fast-paced, team oriented environment
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by
Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s
and more. For more information, please visit www.beaconpointe.com.