Process Engineer
Core
Design and execute a repeatable framework for integrating newly acquired partner firms by mapping their operations to Mercer Advisors' architecture.
Role type
Senior IC process engineer (M&A integration)
Builds
A sequenced integration roadmap and onboarding toolkit for new partner firms
Domain
Financial services / Wealth management / M&A
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Business process documentation, workflow design, systems evaluation, technology implementation, gap analysis, change management, process mapping
Preferred skills
Wealth management/RIA experience, Aspen platform familiarity, Salesforce/CRM knowledge, M&A integration experience, Lean/Six Sigma/PMP certification
Technologies
Aspen, Salesforce
Responsibilities
Conduct post-LOI discovery conversations to understand partner firm operations, document current-state processes, identify integration gaps, build a repeatable onboarding framework, partner with cross-functional teams to create an integration roadmap, group changes into organized releases, travel to partner locations for onsite discovery, serve as a resource on core operating systems, support change management communication