Ca Hq Strategic Integration Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration Associate in our Newport Beach, CA 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 as department support for the Project Manager(s) working with 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.



  • Supports M&A initiatives project plan and works cohesively with Project Manager(s) to integrate new offices to the firm
  • Acts as a liaison to all partner offices to handle various requests via phone, email and/or other contact methods
  • Coordinates between internal departments to complete merger projects as well as solve day to day operational hurdles
  • Completes M&A tasks with accuracy and efficiency
  • Identifies and escalates potential issues to the Project Manager, when appropriate
  • Synchronizes data transfer between new firms, custodians, and third-party vendors
  • Participates in team meetings and collaborates with Strategic Integration team on projects and/or initiatives designed to streamline transition policies and procedures

Other duties, as assigned