M&A Operations Specialist
3 weeks ago
Prime Capital Financial is a top 20 Registered Investment Advisor (RIA) with over $30 billion in Assets Under Management (AUM). We operate across 60+ offices nationwide, serving clients through three brands: Prime Wealth, Prime Retirement, and Prime Wellness.
Job Description
Mergers and Acquisitions Project Manager
Join our team as a Mergers and Acquisitions Project Manager, where you will play a critical role in driving business growth and success through strategic project management. Your responsibilities will include coordinating resources, providing financial modeling support, and facilitating the transition process for acquisitions and advisor recruits.
Responsibilities
• Provide project management oversight throughout due diligence and integration phases
• Coordinate with HR, Finance, Legal, and other teams to ensure seamless transitions
• Develop and implement effective strategies for integrating new acquisitions and advisor teams
• Identify areas for process improvement and recommend changes as needed
• Collaborate with cross-functional teams to drive business growth and success
Requirements
• Bachelor's degree in an analytical discipline or MBA preferred
• 5+ years of work experience in mergers and acquisitions or a related field
• Excellent communication and interpersonal skills
• Proficient in Salesforce and other relevant technologies
• Strong analytical and problem-solving skills
Benefits
• Comprehensive health, dental, and vision insurance
• 401(k) plan with company match
• Paid time off and holidays
• EAP program and professional development opportunities
Why Choose Prime Capital Financial?
We offer a dynamic work environment, collaborative team culture, and opportunities for career growth and development.
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