Partner Integration Associate Project Manager

Job Summary:

The Partner Integration Associate Project Manager will be an important member of a focused team that is responsible for integrating acquired registered investment advisor (“RIA”) firms methodically, efficiently and effectively to deliver value, promote standardization, realize economies of scale and reduce risk. This role will deal with all phases of integrating an acquired firm; the position will focus heavily on supporting various data management projects to move the integration process forward. This will include, but not be limited to, organizing, reconciling and validating data and performing various operations tasks to progress the integration process forward. In addition, the position will require adherence to project timelines, deadlines and deliverables and holding internal and external stakeholders accountable to meeting established target completion dates. General knowledge of investment operations and superior skills in Microsoft Excel are essential. The Associate Project Manager must be highly organized, possess the ability to manage multiple projects and tasks simultaneously, think critically and work easily through roadblocks and obstacles. Moreover, the position requires outstanding communication skills (including understanding the “audience,” responsiveness, promptness, patience and clarity) and superior attention to detail.

Essential Job Functions for the Associate Project Manager will include:

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.

Required Knowledge, Skills and Abilities:

• 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.

Working Conditions:

Professional home office work environment, business hours with some early morning or late day calls and travel as required by the business, standing, and sitting, no heavy lifting over 20 lbs. Ability to travel up to 20% of working hours.