Mergers and Acquisitions Integration Specialist

We’re seeking a Mergers and Acquisitions Integration Specialist I to join our client. The M&A Integration Specialist ensures smooth asset and operational transitions during mergers and acquisitions, involving cross-functional collaboration, process streamlining, and supporting strategic growth initiatives. Key qualities include accuracy, independence, and adaptability.

• Execute daily M&A integration tasks and transaction processing
• Collaborate with product sponsors to transition assets to Cetera
• Identify and resolve potential issues proactively
• Follow procedures to meet SLAs and quality metrics
• Learn and support financial products, software, and systems
• Ensure compliance with company policies and regulations
• Coordinate across HR, IT, Finance, and Operations
• Support data management and partner with finance leads
• Manage stakeholder expectations and change initiatives

Required: High School Diploma or GED, 1+ years of experience with Microsoft Office

Preferred: Bachelor’s Degree, 1+ years in financial services, detail-oriented, deadline-driven, independent thinker with sound judgment, strong problem-solving and organizational skills, professional communicator, adaptable in fast-paced environments

West Des Moines, IA (Hybrid: 2 days onsite)

$20 - $24/hr

Benefits include medical, dental, vision, life insurance, short-term disability, voluntary benefits, EAP, commuter benefits, and 401K. Paid leave may include sick leave, federal/state/local mandated leave, and holiday pay.

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The company considers qualified applicants with arrest and conviction records in accordance with applicable laws and security requirements.