M&A Operations Analyst, Wealth Management

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wealth management integrations / austin

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $95,000 - $130,000 per year

A bit about us:

We’re emerging as a disruptor in wealth management, giving advisors the platform, community, and operational support to scale efficiently, keep innovating, and deliver exceptional service to their clients.

Why join us?

We are in a state of high growth and are looking for folks who are hungry to grow and climb with us. We are passionate about the work we are doing to support advisors on their journey to independence and ultimately to be able to allow their clients to receive the best possible products and advice on the market today.

Competitive compensation
401(K)
premium health, dental, and vision fully paid for by the organization
PTO
optional plans including car insurance and legal services

Job Details

You will play a critical role in shaping how acquired RIAs transition into our operating model. This position is central to driving successful integrations that support the firm's vision, growth strategy, and long-term scalability

You are someone who is comfortable in an advisor facing role, has experience in mapping process, and being the connective tissue between the incoming firm and internal stakeholders across the organization. Ideally you have transitioned legacy technology and know what questions to ask advisors about their current state and how that will transition to the new operating model.

This organization is in high growth mode - you will be laying the ground work for how acquisitions, mergers, and rollups are integrated going forward. This is a new position designed to be the glue between the go between for the client and the business. There is opportunity for fast, upward trajectory that aligns with the high growth of the firm.

If you are passionate about the independent wealth space and would love to move to Austin, Tx to help an already established and emerging firm grow, then this is the place for you!

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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