Project Manager Post M&A Integration Senior Consultant

Job description

Sia Partners is looking for an experienced integration project manager with financial services knowledge and experience to help successfully manage the diligence and / or integration of acquired entities of our client.

Reporting to the Integration Program Manager and working with the Business Sponsor, Integration team, and a team of dedicated functional experts in Finance, HR, Service, Operations, IT, Risk / Compliance / Legal, and more, you will create and execute the plans to bring each newly acquired entity.

Successful candidates are skilled project managers with broad functional knowledge who can see the big picture while juggling a myriad of details.

Consulting Skills :

• Determining, measuring, assessing all RISK across the workstreams within scope
• Form and lead the cross-functional team to create a detailed integration project plan, managing the timeline from start to finish
• Financial services industry knowledge is required with background in Wealth and Asset Management being a plus
• A strong financial services background, specifically in M&A, Integrations, Conversions as well as familiarity independent broker dealer operations
• Through a regular cadence of 1-on-1 meetings and team teleconferences, manage the project to keep the milestones on track and, using sound judgment and excellent teamwork skills, address any issues
• Regularly report progress, escalating issues, if necessary, to the Integration management team and / or the Firm Execs (Responsible for managing timelines, uncovering roadblocks, defining critical paths, and identifying resource constraints, and reporting progress for each project)
• Define project scope, goals and deliverables that support business M&A goals in collaboration with senior management and stakeholders
• Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion
• Define project success criteria and disseminate them to involved parties throughout project life cycle
• Proactively manage changes in project scope, identify potential risks, and devise contingency plans
• At the project's conclusion, help with retrospective analysis to improve our M&A playbooks for the next deal

Business Expertise Skills :

• Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment
• A high degree of business acumen and experience with mergers and acquisition diligence and integration activities
• Demonstrated excellent project management, communication, and teamwork skills
• Ability to formulate the big picture while working on project details
• Proven success at influencing and leading resources across multiple functions, workgroups, and management levels (demonstrates ability to work independently, as well as, in a team environment.

Ability to deal effectively with all employees and external business contacts while conveying a positive, service-oriented attitude.)

• Established credibility with upper management
• A tolerance for ambiguity and flexibility to changing projects and priorities
• Strong written skills
• Good judgement (regarding who to involve in what projects)
• Financial services industry knowledge is highly value but not required

Qualifications

We are looking for someone who :

• Has at least 7 years' applicable experience, including managing various projects of increasing responsibility, a Bachelor’s or Master’s degree or relevant work experience
• PMI or PMP certification or equivalent preferred
• Advanced MS Office skills : Project, Vision, PowerPoint, Excel, Word, SharePoint
• Familiarity with M&A tools including Virtual Data Rooms is a plus
• Has the ability to work multi-task and manage tight deadlines

How you can wow us :

A strong finance background, specifically in M&A / Integrations / Conversions as well as familiarity independent broker dealer operations

What you should expect :

We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.

Additional information

Compensation & Benefits

• $K+ plus Annual Discretionary Bonus
• Healthcare coverage that includes medical, dental, vision and life insurance policies
• Generous time off
• Parental leave paid at % of base pay for all new parents regardless of gender
• Building Healthy Families Program
• 9 Company Holidays + 1 Floating Holiday

k) Plan 4% matching on day 1

• College save-up plan & college loan repayment plan
• Monthly cell phone stipend
• Commuter Benefits
• Gym Reimbursement through firm medical plan

Our Commitment To Diversity

Diversity, equity, inclusion, and belonging (DEIB) are part of Sia Partners’ DNA. Thanks to our expertise in several sectors and our international growth, our teams include a variety of experiences and cultures.

We’re confident that promoting DEIB creates an environment in which everyone can reach their full potential.

Our global network, DEIB@Sia Partners, brings together our people worldwide to facilitate local and global progress, focused on the following areas :

• Gender equality (global Gender Equality Index score of 93 / for )
• LGBTQ+
• Race & Ethnicity
• Working Parents
• Disabilities

Sia Partners is an equal-opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Hybrid Workplace Guidelines

Sia Partners maintains its hybrid workplace arrangements and provides a flexible workplace environment that is driven by client and business / market needs.

At this time, in-person requirements are issued by departments (Business Unit / Business Line) and vary by office location.

Consultants are expected to have the ability to be flexible with work location depending on business needs and live within a reasonable distance to the office.

Work Authorization & Sponsorship

At this time, Sia Partners does not intend to pursue employment with applicants who will require now or in the future visa by our company for work authorization in the United States (i.

e., H1-B visa, F-1 visa (OPT), TN visa, or any other non-immigrant status).

Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.

Sia Partners is an equal opportunity employer. All aspects of employment, including hiring, promotion, remuneration, or discipline, are based solely on performance, competence, conduct, or business needs.