Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
SUMMARY:
The primary responsibility of the position is to provide robust project management of Firm integration-related processes including system implementations, working with associates from each function of the Firm. This position will be within the Integrations (M&A) function at Allworth. The role emphasizes collaboration and fosters cross-functional ownership and accountability across the Firm. As an integration project manager, you may be responsible for identifying and resolving any issues that arise during the project. Your ability to identify problems and develop solutions can help you to improve the project’s efficiency and reduce any potential risks.
This is a full-time hybrid position, with an annual base salary ranging from $100,00 to $140,000 (based on the candidate's experience), in addition Allworth offers an annual bonus and merit increase based on the candidate's performance and the company's performance.
DUTIES AND RESPONSIBILITIES:
Project Management
- Work with business leaders and associates of each function to help ensure a smooth integration of the firms acquired as part of Integration activities
- Work with Selling Parties and Integration functions to manage active deals post-close
- Manage multiple projects across various functions within the Firm, ensuring projects are executed on-time and within scope
- Build project requirements, including scope and activities, and identifying stakeholders and resources required for each function
- Monitor progress of projects and proactively identify any roadblocks and provide recommendations
- Lead meetings with business leaders and firm partners
- Ensure functional leadership has clear visibility into performance of their functions during the integration process through reporting
- Coordinating with other departments to ensure that all departments are working together effectively.
- Ensuring that all project documentation is accurate and up to date
- Ensure learnings from projects are incorporated in our Integration Playbooks
Other duties of the role include support in process optimization, capacity planning, and management reporting & analysis for the function.
QUALIFICATIONS:
- Bachelor’s Degree or equivalent experience
- Project Management Professional (PMP®)-Certified
- Process-oriented with well-developed critical thinking skills
- Excellent verbal and written communication skills
- Excellent interpersonal and organization skills
- Working with Financial Firms is a plus
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
