100% Remote - Senior Project Manager - M&A Integrations at Beacon Hill Staffing Group, LLC in Los Angeles, California

Job Description:

NOTE: This is a 100% remote position. Candidates will be working on PST Hours




MUST HAVE: BROKER DEALER/ WEALTH MANAGEMENT / MERGER & ACQUSITION (M&A) FIXED INCOME / REGISTERED INVESTMENT ADVISOR (RIA) Background




Senior Project Manager - M&A Integrations



Seeking an experienced Senior Project Manager to lead the diligence and integration of acquired entities within the financial services industry. This role is critical to ensuring successful onboarding and value realization from mergers and acquisitions. The ideal candidate has hands-on experience with Books and Records data, Data Aggregation planning and testing, and Application review and decision-making.



Must-Have Qualifications

• 
  7+ years of project management experience in the financial services industry, including work with RIAs or broker-dealers


• 
  Direct experience with Books and Records data, Data Aggregation planning/testing, and Application evaluation


• Strong background in M&A, integration, or system conversion projects


• Expertise in managing cross-functional teams across Finance, HR, IT, Operations, Risk, Compliance, and Legal


• Exceptional communication, organizational, and stakeholder management skills


• Advanced skills in Microsoft Project, Visio, Excel, PowerPoint, Word, and SharePoint


• PMI or PMP certification preferred.

Responsibilities

• Lead cross-functional teams to develop and execute detailed integration project plans


• Define project scope, goals, and success criteria aligned with M&A business objectives


• Track milestones, identify risks, and drive resolution of roadblocks to ensure timely execution


• Conduct regular status updates with stakeholders and escalate issues as needed


• Manage change control, proactively mitigate risks, and ensure alignment across all business units


• Perform post-integration retrospectives to improve future M&A playbooks

Preferred Skills

• Deep understanding of investment industry data structures and regulatory reporting requirements


• Proven ability to lead through influence and build strong relationships across multiple teams


• Comfortable managing ambiguity and shifting priorities in a dynamic environment


• Experience in independent broker-dealer or wealth management operations is a plus

This is a high-visibility role in a fast-paced environment where you'll play a pivotal role in delivering strategic growth through successful M&A execution.


Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.



California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.


Company Profile:


Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs.


Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.


Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .


Benefits Information:


Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.


We look forward to working with you.


Beacon Hill. Employing the Future™
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