Senior Facilities M&A Specialist

🕒 June 4

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• Responsible for the successful integration of acquisition firms to the WEG Facilities platforms • Coordinate and conduct Facilities diligence • Vendor transition management • Providing Facilities support to acquisition firms post close • Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate • Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms • Conduct diligence meetings with acquisition firm to identify current and future Facilities items • Create space modeling comparisons for acquisition real estate to WEG real estate model • Document all diligence items in WEG’s acquisition management software and report any potential risks identified • Review vendor workbook and make appropriate determination for Facilities vendors • Participate in vendor transition discussions with acquisition firm as required • Track progress of identified vendor transition and set up activities • Coordinate and manage signage transition to WEG including the fabrication and install of new signs • Document Facilities acquisition processes and procedures • Alert Facilities team to critical lease dates that may create risk post close • Serve as point of contact for Facilities acquisition firm questions and requests pre and post close • Coordinate/assist with other integration activities identified by Facilities Manager

🎯 Requirements

• College degree in business management or similar • PMP certification, preferred • 5+ years mergers and acquisition or transition management experience • Excellent oral and written communication skills; to communicate effectively and work with internal and external resources • Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals • Strong attention to detail with the ability to communicate effectively and work with all levels of the organization • Ability to lead and direct the work of others • Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures • Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met • Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures • Expertise with Microsoft Office and other software as required

🏖️ Benefits

• Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)