Integration and M&A Analyst

Integrations & M&A Analyst
Seattle, WA | San Francisco Bay Area, CA | Los Angeles, CA

Full-Time, Exempt | $100,000 – $130,000

Company Overview:
We are a top-rated national RIA firm with a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented integrations & M&A Analyst to join our growing team.

Job Description:
You will provide analytical and project management horsepower across the firm's integration and M&A functions, reporting to the Director of Strategic Initiatives. Your primary focus is integrating newly acquired firms onto our firm's platform. As capacity permits, you will move upstream to deal evaluation and due diligence, and then to other strategic priorities such as AI implementation and advisory growth analytics.

Integrations

Lead integration workstreams for acquired firms, owning plans and milestones

Assess acquired firms' systems and processes and translate findings into requirements

Coordinate across investment, technology, operations, accounting, and compliance

Protect data integrity through the migration of client information and financial records

Surface risks early, report status to leadership, and improve the playbook after each close

M&A and Inorganic Growth

Support deal evaluation, including banker-provided materials and target financial statements

Build and maintain models and projections tied to individual acquisition opportunities

Draft deal overview summaries and diligence questions for target management

Own the M&A calendar and opportunity tracking in the CRM (Salesforce)

Strategic Initiatives (as capacity allows)

Support the firm's AI implementation agenda: use cases, tool evaluation, and pilots

Support advisory growth strategy and analytics, including Board and Leadership KPI reporting

Core Capabilities:

Flexes with the work

– moves between integration execution, deal analysis, and strategic projects as priorities shift

Thinks in systems

– breaks messy situations into plans, dependencies, and owners

Earns trust quickly

– works credibly with executives and acquired-firm principals, and challenges constructively

Drives to done

– tracks progress, raises risks early, and closes loops without being chased

Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related field

3–5 years in wealth management, financial services, consulting, or banking

Track record running multiple projects at once under competing deadlines

Proficient in Excel, PowerPoint, and Word; Salesforce experience preferred

Working familiarity with AI tools a plus; Power BI or similar a plus

Eligibility: We do not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

Why Join Us?

Competitive compensation structure

401(k) Plan with Employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

We are passionate about our people. We invest a ton of time, energy and resources in our teams.

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