Strategic Integration, Associate

Company: Beacon Pointe
Location: Newport Beach
Posted on: May 24, 2025

Job Description:

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm's merger and acquisitions (M&A) efforts. This candidate will act in a support role to a Project Manager for new firms joining Beacon Pointe. The successful candidate will have a demonstrated track record of educational achievement, is process driven, detail oriented, a strategic problem solver and takes ownership in seeing projects to completion.Responsibilities

• Supports Strategic Integration Project Manager(s) with newly acquired office project plans to cohesively integrate new offices to the firm
• Coordinates between internal departments to complete integration projects as well as solve day to day operational hurdles
• Meets regularly with Strategic Integration team to support new office onboarding initiatives
• Assists in synchronizing data transfer between new firms, custodians, and third-party vendors
• Manages the preparation, processing and tracking of client paperwork via mail and electronic delivery
• Records and reports integration milestones within Salesforce CRM and other project management tools
• Other duties, as assignedQualifications
  • Bachelor's degree required
  • 1-2 years of experience in the financial industry specifically within client service and/or operations
  • Experience with custodian partners preferred; Charles Schwab and Fidelity Investments
  • Excellent written and verbal communication skills
  • Strong organizational, analytical and interpersonal skills
  • Ability to excel in a fast-paced, team oriented environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)About the Beacon Pointe Family of CompaniesBeacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized byBloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron'sand more. For more information, please visit.
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Keywords: Beacon Pointe, Santa Ana , Strategic Integration, Associate, Other , Newport Beach, California