Skip to Main Content

Project Manager / M&A Analyst

Simplicity Group Holdings
Summit, NJ
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Department: M&A

Position Title: Project Manager / M&A Analyst

Reports to: EVP

Essential Job Function: We are actively seeking a fulltime Project Manager / M&A Analyst to join our ever-growing team. The right person for the job is a highly motivated self-starter that can manage the integration of acquired organizations and lead realization of operating synergies. A great candidate can quickly gain an understanding of business requirements, assess the impacts, and effectively engage the right people at the right time.

Primary Responsibilities: ·

· For agency acquisitions, develop and manage project plans that represent the entire due diligence and agency integration effort across all disciplines

· Performs integrated revenue/expense analysis; financial forecasting and modeling

· Develops projections, reports, and presents the impact of the M&A activity on the organization

· Review and implement potential software solutions to streamline the Company’s integration activities

· Ensure timelines are met, lead communication of transaction specifics to business department leaders to ensure opportunities and risks are addressed in a timely manner

· Meet with impacted departments to define the requirements, and assumptions necessary to successfully assimilate newly affiliating agencies

· Communicate in a professional manner across all levels of the organization as well as effectively lead diverse cross-functional meetings and small group discussions

· Assist in developing and redefining integration plans that incorporate prior experience and industry best practices

· Able to analyze post-integration success and make recommendations on improvement for future M&A and integration activity

· Serve as primary point of contact to newly acquired groups to assist with a successful transition

Qualifications / Requirements:

· Bachelor’s Degree required

· Minimum of 5 years of practical experience where individual has successfully demonstrated a broad knowledge of process improvement, analytical methodologies, problem solving and project management

· Minimum of 5 years of experience working for or with acquisitive companies either in a corporate development or advisory role

· Prior experience in reporting and analytics is required

· Project Management experience is required

· Comfortable working in a fast-paced environment

· Ability to manage constant changes in direction and priorities

· Ability to travel up to 50%, as needed

· Financial services industry experience viewed favorably

Core Competencies:

· Excellent problem solving and analytical skills combined with impeccable business judgement

· Impeccable attention to detail

· Excellent interpersonal, negotiation, prioritization, relationship and change management skills

· Strong critical thinking, problem solving, conflict management and decision-making skills

· Excellent communication skills: oral, written, presentation and facilitation

· Ability to produce high quality work products under pressure and within deadlines

· Evidence of outstanding organization skills, and the ability to prioritize and to meet deadlines with minimal supervision

· Demonstrated ability to be a team player, with willingness to work in a fast-paced environment

· Ability and willingness to work a flexible schedule


· Compensation based on experience

  • o Base: $110,000 - $125,000 (based on experience)
  • o Bonus Target: 15%

· Employee benefits (health, 401k, life, etc.)

· Paid Time Off

· Paid Parking

Location: Summit, NJ

Company Description
Headquartered in Summit, New Jersey, Simplicity Group Holdings (“Simplicity”) is one of the nation's largest and fastest-growing financial product distribution companies.

Led by hallmarks of education, value, and partnership, Simplicity provides financial professionals and their clients with a comprehensive suite of products and services for developing and supporting holistic financial planning solutions. Simplicity provides its advisor, agent, broker-dealer, and financial institution partners with best-in-class and proprietary products and operational support in the areas of wealth management, guaranteed income, long-term care, and life insurance. The organization also delivers educational sales and marketing resources to help its partners consistently grow and scale their businesses and improve their service capabilities.

In addition to organic growth, the company is also focused on growth by acquisition, with more than 40 companies joining the organization since 2016. Each of Simplicity's operating businesses is directed by its local management team and benefits from access to Simplicity's group resources.

Simplicity has more than 500 employees and 35 operating subsidiaries across the US. Simplicity is owned by one of the leading NYC-based financial services private equity funds and by its operating Partners, who help drive the organization’s day-to-day business.

Through partnership with top distribution organizations and technology companies, Simplicity seeks to provide compelling business solutions that will attract the industry's best leadership, talent, advisors, agents, and future partners. For more information, please visit

Simplicity Group Holdings


86 Summit Ave

Summit, NJ


Finance and Insurance