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Remote Post Merger Integration Jobs in New York (NOW HIRING)

Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions * Contribute to building Farther's industry presence by engaging ...

International Tax Senior Accountant

New York, NY ยท On-site +1

$100K - $120K/yr

The merger with Teads provides a unique opportunity to get involved with post-merger integration. This position is based in our New York City office and provides flexibility to WFH twice a week. What ...

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Remote Post Merger Integration information

What are some common challenges faced by professionals in Remote Post Merger Integration roles, and how can they be addressed?

Professionals in Remote Post Merger Integration (PMI) roles often face challenges such as coordinating cross-functional teams across different time zones, ensuring effective communication between merging organizations, and aligning disparate corporate cultures. These challenges can be addressed by leveraging robust project management tools, establishing clear communication protocols, and scheduling regular virtual check-ins with stakeholders. Additionally, focusing on cultural integration through virtual workshops and open forums can help build trust and streamline collaboration in a remote environment.

What are the key skills and qualifications needed to thrive as a Remote Post Merger Integration (PMI) Specialist, and why are they important?

To thrive as a Remote Post Merger Integration Specialist, you need expertise in project management, financial analysis, and change management, often supported by a relevant degree and experience with mergers and acquisitions. Familiarity with integration management tools (like Smartsheet or Asana), CRM systems, and ERP platforms is typically required, and certifications such as PMP can be valuable. Strong communication, cross-functional collaboration, and problem-solving skills help navigate cultural differences and align diverse teams. These abilities are crucial for ensuring seamless transitions, achieving synergy targets, and minimizing disruption during the integration process.

What is a Remote Post Merger Integration specialist?

A Remote Post Merger Integration (PMI) specialist is a professional who manages the process of combining two companies after a merger or acquisition, working primarily from a remote location. Their responsibilities include aligning business processes, IT systems, cultures, and organizational structures to ensure a smooth transition and maximize the value of the merger. They coordinate with teams across both organizations to identify synergies, resolve integration issues, and monitor progress, all while leveraging digital tools and communication platforms. Effective remote PMI specialists possess strong project management, communication, and change management skills to navigate the complexities of integration without being physically present.

What is the difference between Remote Post Merger Integration vs Remote Business Analyst?

AspectRemote Post Merger IntegrationRemote Business Analyst
CredentialsBachelor's degree, experience in M&A, project management skillsBachelor's degree, analytical skills, business process knowledge
Work EnvironmentCross-functional teams, project-based, corporate settingsData analysis, stakeholder communication, process improvement
Industry UsageFinance, consulting, corporate M&AVarious industries including finance, tech, healthcare
Search & Comparison IntentUnderstanding M&A roles, project management in integrationsBusiness process analysis, data-driven decision making

Remote Post Merger Integration specialists focus on managing and executing the integration process after mergers, requiring project management and M&A experience. Remote Business Analysts analyze business processes and data to support decision-making. While both roles involve cross-functional collaboration, Post Merger Integration is more specialized in M&A activities, whereas Business Analysts have a broader scope across industries and projects.

What are the most commonly searched types of Post Merger Integration jobs in New York? The most popular types of Post Merger Integration jobs in New York are:
What job categories do people searching Remote Post Merger Integration jobs in New York look for? The top searched job categories for Remote Post Merger Integration jobs in New York are:
What cities in New York are hiring for Remote Post Merger Integration jobs? Cities in New York with the most Remote Post Merger Integration job openings:
M&A Corporate Development Associate

M&A Corporate Development Associate

Farther

New York, NY โ€ข On-site, Remote

Full-time

Medical, Retirement, PTO

Posted 18 hours ago


Job description

Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
With $15 billion in assets under management, we've achieved significant growth through advisor recruitment and have expanded our business strategy to include practice acquisitions. Our technology platform enables us to serve clients more effectively and cost-efficiently, offering advisors who join Farther as employees a high payout of wealth advisory fees while maintaining low personnel costs for acquired practices.
This role combines M&A expertise and execution excellence to drive Farther's acquisition strategy within the RIA space. You will be responsible for evaluating and executing M&A opportunities with retiring advisors and RIA firms.
Your Impact
  • Support end-to-end M&A processes across target identification, due diligence, deal execution, and integration
  • Assist in developing and refining Farther's acquisition go-to-market strategy by working with internal teams and external sourcing partners
  • Build and maintain financial models, valuation analyses, and committee memoranda to support investment decisions
  • Conduct thorough due diligence on potential acquisitions, synthesizing findings into clear, actionable recommendations
  • Help structure and negotiate deal terms under the guidance of senior leadership, gaining hands-on transaction experience
  • Support post-merger integration efforts, coordinating across operations, finance, legal, and compliance to drive smooth transitions
  • Contribute to building Farther's industry presence by engaging with prospective sellers and RIA networks

The Ideal Match
  • 2+ years of relevant experience in investment banking, corporate development, or private equity
  • Strong financial modeling and valuation skills
  • Solid understanding of finance principles and deal construction
  • Proven track record in executing M&A transactions
  • Excellence in relationship building and stakeholder management
  • Demonstrated ability to communicate persuasively and discuss economics with potential sellers
  • Resilient and results-oriented approach

Bonus Points
  • Previous experience at an RIA aggregator
  • Direct experience with succession planning for financial advisors
  • Experience with post-merger integration
  • Industry experience (1+ years of fintech)

Why Join Us
  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

Farther logo

About Farther

Sourced by ZipRecruiter

Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, tailored wealth management experience. Farther empowers advisors to deliver exceptional value to their clients -- on their own terms. We're here to help established advisors scale, providing everything they need to succeed from technology to client support and from marketing to mentoring. To deliver on that goal, we've reimagined what a wealth management platform delivers, allowing clients to easily find a financial advisor and communicate how and when they want, to customize, invest, and professionally manage their entire financial lives in one place, and to automatically squeeze more out of every hard-earned dollar to reduce their tax bills. In other words, we help our clients go Farther. Farther's founders are leaders and innovators from the private wealth industry and possess a unique mix of traditional wealth management, fintech, and technology production expertise. We're backed by top tier venture capital firms, fintech investors, and industry leaders. Joining Farther means joining a collaborative team of entrepreneurs and builders who are passionate about helping our clients and our teammates achieve more. If you're the type who breaks through walls to get things done the right way, we want to go farther with you.

Industry

Finance and insurance

Company size

51 - 200 Employees

Headquarters location

New York, NY, US

Year founded

2019