M&A Due Diligence & Integration Coordinator

Savant Wealth Management is a trusted advisor in the financial services sector, focusing on wealth management and investment strategies. The M&A Due Diligence & Integration Coordinator will support the firm's acquisition strategy, managing due diligence processes and ensuring smooth integration for newly acquired advisory firms.

Responsibilities

• Support M&A due diligence efforts by coordinating information requests, organizing documentation, and managing workflows within DealRoom and related data room platforms
• Attend diligence and integration planning meetings; capture key findings, risks, decisions, and follow‑ups
• Maintain diligence checklists, issue logs, and timelines across multiple concurrent transactions
• Assist in synthesizing diligence findings into clear, actionable summaries for internal stakeholders
• Support the day‑to‑day execution of post‑merger integration (PMI) activities for newly acquired advisory firms
• Maintain onboarding and integration project plans, trackers, and status reporting
• Monitor progress across workstreams and proactively flag risks, blockers, or dependencies
• Coordinate with cross‑functional partners (Operations, Compliance, Technology, HR, Marketing, Finance) to ensure smooth handoffs and clear accountability
• Draft and support clear, timely communications for newly onboarded partner firms
• Help sequence and distribute onboarding updates so partners understand what’s changing, when, and why
• Translate operational, compliance, or technical details into clear, accessible language for non‑technical audiences
• Support the ongoing organization and optimization of DealRoom, including request lists, templates, permissions, and tracking
• Identify opportunities to improve diligence and integration workflows, documentation, and templates
• Build and refine repeatable tools (checklists, onboarding guides, communication templates) to scale across transactions
• Perform targeted research and light analysis to support integration and decision‑making

Skills

• Bachelor's degree in business, finance, communications, operations, analytics, or a related field
• Strong organizational and time-management habits
• Clear, practical writing and communication skills
• Comfortable working in Microsoft 365 tools (Excel, Word, Outlook, Zoom)
• Quick to learn new systems and platforms
• Comfortable handling sensitive information with discretion
• Willing to ask questions, take initiative, and improve how things are done
• Internship or early experience in project coordination, operations, consulting, onboarding, or diligence support
• Exposure to wealth management, RIA environments, M&A, or integrations
• Experience with DealRoom or similar data room / project tools

Benefits

• Benefit Eligibility on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
• Additional Leave and Time Off Benefits: Personal leave, parental leave, professional development paid time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Enjoy monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Company Overview