Business Integration & Change Management Associate
New York, New York, United States · Hybrid
$90k–$120k/yr
Mid level
As a member of the Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due…
Skills: Merger Due Diligence, Post-Close Integration, Project Management, Change Management, Microsoft Office Suite
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New York, New York, United States · On-site
$16/hr–$22/hr
Entry level
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Skills: Client Relationship Management, AML/KYC Compliance, Financial Service Client Service, Account Maintenance, Problem Resolution
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Skills: Client Relationship Management, AML Compliance, KYC Requirements, BSA Compliance, Financial Service Client Service
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People & Culture Training Specialist– Clinical and Non-Clinical
New York, New York, United States · On-site
$64k–$66k/yr
Mid level
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Business Integration & Change Management Associate
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$90k–$120k/yr
Full-time
bachelor degree
Health Insurance, Dental Insurance, Vision Insurance, 401(k) Savings And Investment Plan, 4% 401(k) Match, Flexible PTO Policy
Posted 40d ago
~40 hrs/week
Responsibilities
Provide administrative and project management support for merger due diligence and post-close integration activities. Manage cross-functional workstreams, coordinate stakeholder meetings, and utilize AI tools to synthesize documentation and reporting.
Requirements
Requires a bachelor's degree and 1-3 years of experience in integration, project management, or coordination. Proficiency in Microsoft Office, AI tools (Claude, Copilot), and project management software like Smartsheet or Asana is preferred.
Full job description
As a member of the Business Integration & Change Management Team, you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due diligence and post-close integration across multiple simultaneous transactions, managing cross-functional workstreams, and ensuring the seamless transition of newly merged firms into Cerity Partners.
Your responsibilities would include:
Provide support to the merger due diligence and integration team; including but not limited to the below:
Schedule and coordinate meetings with internal teams, external stakeholders, and merger partners
Manage calendars for integration team members and ensure optimal meeting scheduling
Help facilitate introductory and training calls with various workstreams for each merger
Coordinate onsite meetings and events for merger processes
Prepare meeting agendas for ongoing touchpoints and distribute materials in advance
Maintain organized filing systems in Box for integration documentation, meeting transcripts, and correspondence
Manage document distribution and ensure stakeholders have access to necessary materials
Update and maintain merger integration reporting materials to ensure accurate and up-to-date status information is available for all stakeholders
Build and manage project plans in Smartsheet and Asana, tracking milestones, owners, and critical path items across all active deals
Support Target Operating Model (TOM) development by tracking workstream progress and documenting current vs. future state across functional areas
Leverage AI tools (e.g., Claude, ChatGPT, Copilot) to synthesize meeting transcripts, draft communications, and accelerate document analysis and reporting
Ideal Candidate Profile
Bachelor’s degree.
1-3 years of integration, project management, or coordination experience
Your organization skills and attention to detail will set you apart from your peers.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Proficiency in AI tools (Claude, Microsoft Copilot) and comfort applying them to real work tasks such as summarization, drafting, and research
Experience with Smartsheet, Asana, Box, or similar project management and file management platforms preferred
Team player who leaves their ego at the door and has a growth mindset, welcoming feedback with the goal of continuous improvement.
Strong verbal and written communication skills, and organizational skills.
Passion for financial services and wealth management with appropriate education and experience to match.
Demonstrated ability to work efficiently and independently, prioritize workflow, meet demanding deadlines, and manage multi-faceted projects
Compensation Range:
$90,000-$120,00
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
·Health, dental, and vision insurance – day 1!
·401(k) savings and investment plan options with 4% match
·Flexible PTO policy
·Parental Leave
·Financial assistance for advanced education and professional designations
·Opportunity to give back time to local communities
·Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
https://ceritypartners.com/award-disclosures
Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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There are currently 8,966 open administrative positions in New York, NY listed on Clera. New openings are added daily as companies post roles.
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Companies currently hiring include New York City Housing Authority (NYCHA), Mount Sinai Health System, Northwell Health, NYU London, Weill Cornell Medicine, among others. Browse the listings above to see every active employer.
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