Business Integration & Change Management Associate

Cerity Partners•New York City, NY

3d•Onsite

About The Position

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.

Requirements

Bachelor’s degree
1-3 years of integration, project management, or coordination experience
Organization skills and attention to detail
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
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
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Experience with Smartsheet, Asana, Box, or similar project management and file management platforms preferred

Responsibilities

Provide support to the merger due diligence and integration team
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