Project Coordinator, Acquisitions recruitment

Supporting Acquisitions Team: As Project Coordinator, Acquisitions for United Capital, you will be responsible for supporting our Acquisition and Recruiting Team in process development and project managing to facilitate the acquisition and recruiting of financial advisery firms around the country that join one of the fastest growing national independent wealth counseling firms in the country.

Managing Acquisitions Pipeline: You will be integral in managing and refining a process in the development and maintaining a pipeline of prospective candidates from initial point of contact to close. Additionally, you will be coordinating sales and marketing efforts with the team in Newport Beach, CA.

General Qualifications: A strong intellect, outgoing personality, ability to work in a team environment, demonstrated analytical and communication skills and a strong attention to detail are required. The Project Coordinator will be involved in all aspects of prospect management and interaction, and will be a key team member responsible for the flawless execution of the firm’s acquisition transactions. Comfortable working with Salesforce.com, Microsoft Office suite, working with acquisitions team on critical deal process steps, and working with travel agents and scheduling logistics is a critical.  

The Project Coordinator will work directly with the acquisition team and the balance of the executive team of United which means several department heads. We value teamwork and thrive in a meritocracy environment where excellence is rewarded. The opportunity for personal and professional development is broad across the wealth management, project management, business development and acquisition spectrum.  

Skills and Qualifications:

• Bachelor’s degree with an exceptional academic record and 3-5 years experience working within financial services
• Proven track record in managing complex and multiple projects across various departments
• Extensive experience using SalesForce.com or similar CRM in managing process and internal reporting
• Capable of keeping a sales team on process in a fast paced environment, leveraging materials and technology for reporting purposes
• Comfortable in ‘client facing’ responsibilities with acquisition candidates when on the phone and during home office visits
• Excellent communication and interpersonal skills, most critically the skills to articulate complex subjects and an acute level of detail and process
• Schedule and track candidate interviews in our corporate office as well as our regional offices
• Manage travel calendar and logistics for the deal team
• Organizing and producing due diligence presentations and packets; will be trained on the unique aspects of our industry
• Proficient in Microsoft Office with an emphasis in Excel and PowerPoint mandatory
• Self-starter with a high level of maturity and ability to multi-task
• Leadership of ad hoc projects as needed