Strategic Integration, Senior Associate

Newport Beach, CA
Posted 1 month ago

Strategic Integration, Senior Associate | Newport Beach, CA

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Strategic Integration, Senior Associate in our Newport Beach, CA 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.



  • 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



  • 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.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

About Beacon Pointe Advisors

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

Job Features

Job CategoryClient Service & Operations

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