Beacon Pointe Advisors Llc. Newport Beach , CA 92663
Posted 2 weeks ago
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration, Senior Associate in our Newport Beach office. This candidate will join a highly talented team of professionals that support the firm's mergers 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 is process driven, detail oriented, a strategic problem solver and takes initiative and ownership in seeing projects to completion.
Responsibilities
Supports Strategic Integration Team with newly acquired office project plans to cohesively integrate new offices to the firm and takes initiative to ensure a smooth transition
Acts as a liaison for new partner offices to execute onboarding and handle various requests via email and/or virtual meetings
Coordinates with internal departments to provide high level support to new partner office, complete integration projects and solve day to day operational hurdles
Assists in synchronizing data transfer and clean up between new firms, custodians, and third-party vendors
Collaborates with project managers to help streamline firm policies and procedures with new offices
Qualifications
Bachelor's degree required
3-5 years of experience in the financial industry specifically within Client Service and/or Operations
Experience with custodian partners preferred; Charles Schwab, Fidelity, SEI and/or Pershing
Excellent interpersonal and verbal/written skills
Attention to detail and organizational skills
Team oriented and collaborative nature
Strong skillset in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
About the Beacon Pointe Family of Companies
Beacon 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 by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, please visit www.beaconpointe.com.
Beacon Pointe Advisors Llc.