Partner Integration Associate Project Manager

Mercer Advisors is a leading independent fiduciary firm that has been helping families enhance their financial lives for over 40 years. The Partner Integration Associate Project Manager will play a crucial role in integrating acquired registered investment advisor firms, focusing on data management projects and ensuring adherence to project timelines and stakeholder accountability.

Responsibilities:

• Support, assist and take direction from Sr. Project Managers in integrating multiple acquired firms simultaneously
• Managing the transition of clients to Mercer agreements, including the creation of individual agreements, dissemination to clients and tracking and archiving executed agreements
• Assist in the transition of custodial relationships from the acquired firm to Mercer Advisors
• Facilitate the structuring and mapping of acquired firms’ client relationship management systems to Mercer’s Salesforce
• Support other integration process sequences, including in the areas of compliance, marketing and information technology (as directed and with guidance provided)
• Record integration target deadline dates, generate progress reports and hold internal stakeholders accountable for meeting deadlines
• Assist in the preparation of agendas for biweekly integration status update meetings with acquired firms, attend and participate in those meetings, and lead those meetings in the absence of Sr. Project Managers
• Be the facilitator of the change management of business tasks and processes. Work proactively with the acquired firm and existing Mercer departments and Partner Development Team to facilitate a seamless transition while knowing when to manage up, down, or across business functions to mitigate roadblocks/stressors that exist within migrations depending heavily on organizational and active listening skills

Requirements:

• Minimum three to five years of financial services industry experience with a high level of knowledge of investment operations
• Possess superior communication and project management skills to coordinate multiple stakeholders, overcome individual employee's resistance and other obstacles and drive stakeholders to the desired, successful outcome
• Expressly focused on 'getting things done' and works easily through roadblocks and obstacles
• Excellent proficiency in Microsoft Excel
• Naturally curious with a desire to learn new processes with a desire to document and continuously improve workflows on an ongoing basis
• Client-centric approach required
• Superior verbal, written, analytical and organizational skills
• Experience working with high-level, busy professionals in a demanding environment with specific knowledge with how to interface with entrepreneurial, 'Type A' personalities
• Enjoy being part of a team
• Must be highly flexible and confidential with all matters