Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Senior Associate, Integrations.  The Senior Associate for Integrations will create, manage and update project plans for new partnerships. This role is vital for ensuring a seamless transition, minimizing disruptions, and aligning strategies with the overall business objectives post-merger.  

Key Responsibilities

Integration Planning & Execution

- Create detailed project plans outlining timelines and deliverables for integration activities. 

- Coordinate with key stakeholders (finance, legal, compliance IT, HR, operations) to define integration priorities and objectives.

- Monitor the completion of integration milestones. 

- Identify, develop and manage projects focused on streamlining integration related processes. 

- Create integration related materials. 

- Assist with meeting coordination 

- Coordination of site visits and integration training sessions 

 Communication & Stakeholder Management

- Act as a liaison between internal departments to ensure smooth collaboration. 

- Communicate integration updates and progress to senior leadership and other stakeholders.

- Address integration-related concerns and resolve issues in a timely and effective manner. 

 Continuous Improvement

 - Track lessons learned and identify opportunities to improve the integration process for future partnerships.  

Education

- Bachelor’s degree in Finance, Accounting, Business Administration, or related field (required). 

- PMP or relevant certifications preferred. 

Experience

- Proven experience with project management software. 

- Understanding of M&A /integration activities. 

- Understanding of wealth management lifecycle. 

- Experience at an RIA preferred. 

Skills

- Strong project management skills, with experience navigating cross-functional teams. 

- Excellent communication and stakeholder management abilities.

- Strong problem-solving skills and attention to detail. 

- Ability to work in a fast-paced, high-pressure environment. 

- Proficiency with MS Office (Excel, PowerPoint, Word) and project management software (e.g., Smartsheet, Trello, MS Project, Asana). 

Personal Attributes

- Strategic thinker with an ability to see the big picture while managing day-to-day operational details. 

- Highly organized and results-driven, with a focus on delivering value during the integration process. 

- Adaptability and resilience, able to handle changes and ambiguity during the integration process. 

Travel

- Travel required 

 We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. 

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. 

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