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.ResponsibilitiesSupport M&A due diligence efforts by coordinating information requests, organizing documentation, and managing workflows within DealRoom and related data room platformsAttend diligence and integration planning meetings; capture key findings, risks, decisions, and follow‑upsMaintain diligence checklists, issue logs, and timelines across multiple concurrent transactionsAssist in synthesizing diligence findings into clear, actionable summaries for internal stakeholdersSupport the day‑to‑day execution of post‑merger integration (PMI) activities for newly acquired advisory firmsMaintain onboarding and integration project plans, trackers, and status reportingMonitor progress across workstreams and proactively flag risks, blockers, or dependenciesCoordinate with cross‑functional partners (Operations, Compliance, Technology, HR, Marketing, Finance) to ensure smooth handoffs and clear accountabilityDraft and support clear, timely communications for newly onboarded partner firmsHelp sequence and distribute onboarding updates so partners understand what’s changing, when, and whyTranslate operational, compliance, or technical details into clear, accessible language for non‑technical audiencesSupport the ongoing organization and optimization of DealRoom, including request lists, templates, permissions, and trackingIdentify opportunities to improve diligence and integration workflows, documentation, and templatesBuild and refine repeatable tools (checklists, onboarding guides, communication templates) to scale across transactionsPerform targeted research and light analysis to support integration and decision‑makingSkillsBachelor's degree in business, finance, communications, operations, analytics, or a related fieldStrong organizational and time-management habitsClear, practical writing and communication skillsComfortable working in Microsoft 365 tools (Excel, Word, Outlook, Zoom)Quick to learn new systems and platformsComfortable handling sensitive information with discretionWilling to ask questions, take initiative, and improve how things are doneInternship or early experience in project coordination, operations, consulting, onboarding, or diligence supportExposure to wealth management, RIA environments, M&A, or integrationsExperience with DealRoom or similar data room / project toolsBenefitsBenefit 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 OverviewSavant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation. It was founded in 1986, and is headquartered in Rockford, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://savantwealth.com/.



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