Integration Associate

Who We Are Looking For

We are seeking a detail-oriented, proactive, and collaborative professional who thrives in dynamic environments. The ideal candidate excels at balancing operational accuracy with strong interpersonal skills and enjoys guiding others through change. This role is perfect for someone who finds fulfillment in problem-solving, building relationships, and driving seamless transitions.

About the Role

As an Associate on the Integration team, you will play a critical role in ensuring the successful transition of advisor teams into NorthRock. Working closely with the Senior Manager of Integration and cross-functional leaders, you will manage workflows, align service standards, and support incoming teams and their clients. Your efforts will directly contribute to a consistent, scalable, and exceptional integration experience.

What You Will Do

• Serve as a key resource and point of contact for incoming advisor teams, guiding them through NorthRock’s processes and systems
• Partner with internal teams to configure and test systems such as Black Diamond, CRM, and portfolio platforms
• Review incoming teams’ client service and operational models to identify alignment opportunities and risks
• Manage live tracking of custodian paperwork, account openings, asset movement, and client communication milestones
• Troubleshoot and resolve transition issues in partnership with custodians and internal teams
• Support incoming professionals with guidance, training, and reinforcement of NorthRock’s standards
• Facilitate training and knowledge transfer post-transition, ensuring alignment with NorthRock’s service model
• Assist in building scalable processes for future acquisitions and contribute to post-transition debriefs

What You Bring

• 1-3 years of experience in financial services, wealth management, client service, or operations; M&A or Integration experience a plus
• Proven ability to guide others through process change, training, and system adoption
• Strong communication skills and high emotional intelligence, with the ability to manage sensitive relationships
• Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment
• A collaborative mindset and willingness to flex across teams for successful outcomes

Who You Are

• Communicative & Empathetic: You have strong communication skills and high emotional intelligence, allowing you to build rapport and manage sensitive relationships
• Organized & Adaptable: You thrive in dynamic, fast-paced environments and excel at managing multiple priorities with precision
• Collaborative & Proactive: You approach work with a team-first mindset, stepping in wherever needed to ensure successful outcomes

Additional Requirements

• Work Authorization: Must be authorized to work in the United States
• Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits 

The estimated base pay salary rate for this role is $78,650 - $100,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Please note that this is specific to the Minneapolis office and that the range may vary by location. 

Work Conditions

• Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
• Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
• On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
• We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility, not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.