Project Management Associate

Position Summary:  

As a member of the Business Integration & Change Management Team, you will play a crucial role in supporting our Inorganic Growth Strategy. Your primary responsibility will be to assist in the successful integration of newly merged firms into Cerity Partners. You will support the merger integration project manager by ensuring that new teams are smoothly and effectively integrated into Cerity Partners.

Primary Responsibilities:

• Create and maintain individual project plans for each merger.

• Project manage and monitor the integration process across various workstreams for each merger.

• Take detailed notes, update checklists, and send out action items related to all merger integration activities and tasks.

• Help to facilitate introductory and training calls with various workstreams for each merger, including assisting with scheduling meetings to ensure timely and efficient coordination.

• Prepare agendas for ongoing touchpoints with each merger team.

• Update and maintain merger integration reporting materials to ensure accurate and up-to-date status information is available for all stakeholders.

• Assist in creating presentations and deliverables for various audiences using PowerPoint, Excel, and Smartsheet.

• Maintain a high level of accuracy and attention to detail in all tasks.

Required Qualifications: 

• Bachelor’s degree

• 1-4 years of work experience

Skills and Competencies: 

• Your organization skills and attention to detail will set you apart from your peers.

• Team player who leaves their ego at the door and has a growth mindset, is a quick learner, and welcomes feedback with the goal of continuous improvement.

• Strong verbal and written communication skills, professional presentation, and organizational skills.

• Ability to think critically, creatively and with care in a fast-paced, complex work environment.

• 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:

$75,000-90,000

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.