Senior Associate, Corporate Development & Strategy

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Associate, Corporate Development & Strategy based in the United States. This role is central to delivering seamless integrations for newly acquired firms joining a growing wealth management organization. You’ll lead complex, cross-functional initiatives spanning technology, operations, processes, and client data. Working as the primary point of contact for acquired-firm stakeholders, you’ll build trusted relationships and guide teams through change. You’ll oversee technology migrations and operational transitions across billing, trading, reconciliation, and client reporting. The position combines strategic project management with hands-on execution, problem-solving, training, and change management. You’ll use KPIs and structured project plans to monitor adoption, identify risks, and continuously improve integration outcomes. This is an opportunity to make a visible impact in a collaborative, fast-paced environment while supporting continued organizational growth.

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