M&A Business Analyst Leoforce

•3.0 Sunset Valley, TX Job Details $95,000

•$130,000 a year 9 hours ago Benefits Dental insurance 401(k) Paid time off Vision insurance Qualifications Wealth management Serving clients Business analysis Mid-level SQL Organizational integration coordination Client services Post-merger integration

Full Job Description Experience:

Mid Level Salary:

$95,000

•$130,000 per year Job Details

•You will play a critical role in shaping how acquired RIAs transition into our operating model. This position is central to driving successful integrations that support the firm's vision, growth strategy, and long-term scalability You are someone with strong M&A integrations and/or business analyst experience preferably in wealth management. If you have experience in a Client Services capacity within wealth management those skills are transferrable here as well.

A bit about us:

•We're emerging as a disruptor in wealth management, giving advisors the platform, community, and operational support to scale efficiently, keep innovating, and deliver exceptional service to their clients. Why join us?

•We are in a state of high growth and are looking for folks who are hungry to grow and climb with us. We are passionate about the work we are doing to support advisors on their journey to independence and ultimately to be able to allow their clients to receive the best possible products and advice on the market today. Competitive compensation 401(K) premium health, dental, and vision fully paid for by the organization PTO optional plans including car insurance and legal services #operations #sql #salesforce #business-analysis #integrations #ria #wealth-management #portfolio-accounting #financial-planning-software #manda-integrations #performance-reporting-software #wealth-management-integrations #ria-transitions #ria-rollup #ria-integration #tier2