Integration and M&A Analyst

Seattle, WA | San Francisco Bay Area, CA | Los Angeles, CA

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

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.

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.

• Lead integration work streams 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

• 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)

• 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

• 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

• 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.

• 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.