[Hiring] Sr Facilities M&A Specialist @Wealth Enhancement Group

Role Description

We have an exciting opportunity for a Sr Facilities M&A Specialist ! This position is responsible for the successful integration of acquisition firms to the WEG Facilities platforms. Primary functions include:

• Coordinating and conducting Facilities diligence
• Vendor transition management
• Providing Facilities support to acquisition firms post close

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00 , exclusive of bonuses and benefits. This role is also eligible for an annual bonus.

Primary Job Functions

• Coordinate and conduct Facilities diligence
• Engage WEG’s real estate partner for market intelligence on acquisition firm’s current real estate
• Coordinate site diligence with WEG’s real estate partner to identify items that may be material to the acquisition terms
• Conduct diligence meetings with acquisition firm to identify current and future Facilities items that may be material to the acquisition terms and were not captured in the site diligence
• Create space modeling comparisons for acquisition real estate to WEG real estate model
• Document all diligence items in WEG’s acquisition management software and report any potential risks identified

• Vendor Transition Management
• Review vendor workbook and make appropriate determination for Facilities vendors
• Participate in vendor transition discussions with acquisition firm as required
• Partner with acquisition firm to collect necessary information for transition of identified vendors
• Partner with Vendor Management team and Accounts Payable to establish new vendors in WEG vendor and payment systems
• Establish acquisition firm with WEG national vendor partners as identified
• Create new vendor accounts and communicate account information to acquisition point of contact
• Establish WEG USPS accounts for acquisition firm as required
• Track progress of identified vendor transition and set up activities

• Branding
• Coordinate and manage signage transition to WEG including the fabrication and install of new signs
• Partner with Marketing Brand and Creative on non-standard sign requests/requirements
• Coordinate and manage repair work required for signage transition
• Implement brand standards for acquisition space/furniture refresh, expansions or renovations

• Document Management and Communication
• Document Facilities acquisition processes and procedures
• Document filing for all real estate legal and finance matters and ensure all necessary documents have been collected
• Ensure acquisition lease documents are uploaded to the lease management system post close
• Alert Facilities team to critical lease dates that may create risk post close
• Serve as point of contact for Facilities acquisition firm questions and requests pre and post close
• Coordinate/assist with other integration activities identified by Facilities Manager

Qualifications

• College degree in business management or similar
• PMP certification, preferred
• 5+ years mergers and acquisition or transition management experience
• Excellent oral and written communication skills; to communicate effectively and work with internal and external resources
• Excellent organization and problem-solving skills with the ability to prioritize workflow and projects and use judgment to plan and accomplish goals
• Strong attention to detail with the ability to communicate effectively and work with all levels of the organization
• Ability to lead and direct the work of others
• Offer professional input concerning design, construction, development, or installation, familiar with a variety of the field's concepts, practices, and procedures
• Supervise construction, equipment installation, renovation and redesigning projects ensuring that timing, costs and contract requirements are met
• Provide recommendations to senior management for design changes, equipment specifications/substitutions, purchasing and accounting procedures
• Expertise with Microsoft Office and other software as required
• Travel required

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)