Senior Project Manager M&A Integrations

Fully remote, $80 / hr

Must have investment experience as well as M&A

Job Responsibilities :

Define project scope, goals and deliverables that support business M&A goals in collaboration with senior management and stakeholders for assigned workstreams.

Create a detailed integration project plan that shows critical path, highlights key dependencies and has risk mitigation built in

• 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 Cetera's Integration management and Cetera Firm Execs (Responsible for managing timelines, uncovering roadblocks, defining critical paths, and identifying resource constraints, and reporting progress for each project)
• 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.

Key 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

We are looking for someone who :

• Has at least 5-7 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. Also experience with JIRA / Confluence, Airtable are a plus.
• 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.

Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations.

If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and / or to receive other benefits and privileges of employment, please contact [email protected] .

Vaco also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity.

You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications.

You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application.

In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here .
• Virginia residents may access our state specific policies here .
• Residents of all other states may access our policies here .
• Canadian residents may access our policies in English here and in French here .
• Residents of countries governed by GDPR may access our policies here .

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to :

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

The individual may also be eligible for discretionary bonuses.