What are the responsibilities and job description for the HR Manager, M&A Integrations position at Beacon Pointe?
Job Description
We are currently seeking qualified candidates to join Beacon Pointe as a Manager, HR M&A Integration. This role will support the rapid pace of M&A activity within the firm and will work closely with the Director of Human Capital to manage the people-side of acquisitions, ensuring smooth employee transitions, cultural alignment, and compliance.
Responsibilities
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.
We are currently seeking qualified candidates to join Beacon Pointe as a Manager, HR M&A Integration. This role will support the rapid pace of M&A activity within the firm and will work closely with the Director of Human Capital to manage the people-side of acquisitions, ensuring smooth employee transitions, cultural alignment, and compliance.
Responsibilities
- Assist with HR due diligence for potential acquisitions, reviewing org structures, benefits, policies, and compliance risks.
- Support the development and execution of HR integration plans for acquired teams.
- Partner with finance, legal, and HR leadership to align compensation, benefits, and policies.
- Act as a point of contact for acquired employees during transition.
- Support change management efforts and communications.
- Assist with cultural integration, identifying opportunities and risks.
- Ensure compliance with applicable laws and company policies during transactions.
- Track integration progress, retention, timelines, and other HR-related milestones.
- Provide project management support on high-volume or complex M&A transactions.
- Support development of HR M&A playbooks and scalable integration processes.
- 3–4 years of HR experience with exposure to M&A or organizational change.
- Previously supported 1-2 M&A integrations on the buyer side.
- Strong project management skills with ability to work across functions.
- Ability to handle sensitive and confidential employee matters professionally.
- Prior experience in the RIA/wealth management industry strongly preferred.
- Detail-oriented with strong analytical and problem-solving capabilities.
- Excellent communication and stakeholder management abilities.
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.