Top 82 Mergers and acquisitions manager Jobs in Willow Grove Pa

Retirement Client Service Manager
Navia Benefit Solutions Inc —Lansdale, PA
- $80,000 - $100,000 a year
- Email
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Sr. Manager, Record-to-Report and Enterprise Wide Controls Process Control Advisor
Aequor Technologies LLC —Lawrenceville, NJ
- Contract
- Oracle
- CPA
- 5 years
Quick Apply
2d
Sr. Manager, International Order-to-Cash Process Control Advisor
Aequor Technologies LLC —Lawrenceville, NJ
- Contract
- Oracle
- CPA
- 5 years
Quick Apply
2d
Manager, Financial Due Diligence
KPMG —Philadelphia, PA
- $131,005 - $251,965 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Senior Tax Manager
Big 4 Transparency —Morrisville, PA
- $160,000 - $220,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- 8 years
- Opportunities for advancement
Quick Apply
9h
Manager, Mergers and Acquisitions
Deloitte —Philadelphia, PA
- $141,150 - $288,375 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
Relationship Manager II - Mergers & Acquisitions (M&A)
PNC Financial Services Group —Philadelphia, PA
- $112,000 - $249,600 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Bachelor's degree
- Wellness program
- Health savings account
Corporate Associate - Mergers and Acquisitions
Stradley Ronon Stevens & Young —Philadelphia, PA
- $215,000 - $245,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Commuter assistance
- Health savings account
3d
Private Equity Mergers & Acquisitions Strategy & Diligence Manager
Deloitte —Philadelphia, PA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Doctor of Philosophy
Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager
Deloitte —Philadelphia, PA
- $189,200 - $372,900 a year
- Full-time
- 6 years
- Up to 50% travel
- Data analysis skills
BCG Platinion | Manager, Tech Advisory & Delivery
Boston Consulting Group —Philadelphia, PA
- $190,000 a year
- Full-time
- ERP systems
- Urgent Care
- Office
- Profit sharing
- Paid parental leave
Senior Manager - Vendor Management Office (VMO)
Deloitte —Philadelphia, PA
- $113,100 - $208,300 a year
- Full-time
- Finance
- Bachelor's degree
- Travel
- Work from home
Senior Vice President, Product
HealthVerity —Philadelphia, PA
- $280,000 - $320,000 a year
- Email
- Remote
- Salesforce
- HIPAA
- 11+ years
- Paid parental leave
- Health insurance
Quick Apply
Director, Mergers & Acquisitions
Republic Services —Berwyn, PA
- Full-time
- Data analysis skills
- Analysis skills
- Team management
- AD&D insurance
- Employee stock purchase plan
Corp. Fleet Administrator
Asplundh Tree Expert —Horsham, PA
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Tax Manager, Mergers & Acquisitions
Aprio —Philadelphia, PA
- $143,800 - $170,000 a year
- Full-time
- Hybrid work
- CPA
- Data analysis skills
- Research
- Profit sharing
- Wellness program
1d
Technology Strategy Manager
Deloitte —Philadelphia, PA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- 3 years
- Analysis skills
Business Strategy Manager
Deloitte —Philadelphia, PA
- $155,600 - $306,800 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Travel
PEPI: Manager, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)
Alvarez & Marsal —Philadelphia, PA
- $125,000 - $190,000 a year
- Full-time
- 7 years
- Analysis skills
- Senior level
- AD&D insurance
- 401(k)
Sr Relationship Manager, MM
TD Bank —Mount Laurel, NJ
- $148,720 - $240,240 a year
- Full-time
- Writing skills
- Basic math
- Office
- Health insurance
- Paid time off

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mergers and acquisitions manager jobs near willow grove pa

Retirement Client Service Manager

Navia Benefit Solutions Inc -
Lansdale, PA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Paid time off
Work from home
Life insurance
Retirement plan

Qualifications

Microsoft Word
Stakeholder engagement
Microsoft Excel
Customer relationship building
Email customer support
Microsoft Outlook
Phone communication
Salesforce Cloud
Industry knowledge of financial regulations
Sales management systems proficiency
Data analytics
Data-driven problem-solving
CRM system proficiency
Root cause analysis
Stakeholder relationship building
Client interaction via phone calls

Full Job Description

Description:

About Navia Benefit Solutions:

We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.

About the Role:

The Client Service Manager is critical in providing consultative support, strategic guidance, and relationship management for retirement plan clients. This position ensures best practices in plan design, compliance, and stakeholder engagement, while supporting sales initiatives and driving client satisfaction. Responsibilities include being the client’s trusted partner and go-to resource for all items related to the retirement plans; building and maintaining deep relationships with clients and their advisors by bringing insights, proactive management, communication, education, and problem-solving skills to the client’s retirement plan experience. This includes consulting with the client to design and maintain a plan that best meets the client’s business objectives while avoiding regulatory pitfalls; ensuring plans stay compliant with current regulations, and that clients understand the implications of current and future regulatory requirements; avoiding plan and participant compliance issues and resolving them as they arise. The Client Service Manager works with the client, the client’s payroll provider, and Navia’s internal operations and data management teams to ensure that the plan runs as smoothly and efficiently as possible. The Client Service Manager also champions the participant experience, providing education and bringing ideas to the participant service and Marketing and Communications team, operations, and upper management to improve the experience.

To be this trusted partner, the Client Service Manager must stay current on industry regulations and maintain professional certifications. This role is responsible for ensuring our clients understand all the services Navia provides and the benefit of consolidation to the client and their employees.

What You’ll Do:

Client Management & Consulting

Advise clients on plan design best practices and compliance strategies.
Lead the process of designing the client plan to optimize the balance of client objectives, participant needs, and regulatory risks.
Provide scenario modeling and plan analysis to clients on potential plan design changes, funding options, and other analytical requests.
Provide consulting on plan failures, ensuring corrective actions align with regulatory requirements.
Maintain strong relationships with clients, advisors, and third-party vendors to ensure seamless plan administration.
Serve as the primary contact for escalated or plan-level issues, ensuring timely resolution.
Conduct regular client/advisor meetings to review plan performance and recommend improvements.
Lead discussions on regulatory updates, ensuring clients remain compliant and informed.
Own client contracting, billing, benchmarking, and fee adjustments as needed.
Consult on plan terminations, mergers & acquisitions, and oversee associates to ensure smooth transitions.
To enhance expertise, obtain and maintain ASPPA certifications (minimally RPS; QKA preferred) or NIPA certifications.

Sales & Business Development Support

Support sales initiatives, including RFPs, demos, and finalist presentations.
Identify opportunities to cross-sell additional services to enhance client offerings.
Manage scope and charges for out-of-scope work, ensuring transparency and profitability.
Participant & Education Support
Conduct education sessions to drive enrollment and re-enrollment.
Assist the call center when participant education is requested.
Lead resolution efforts for complex participant issues (e.g., fraud, divorce, death, general education needs).
Operational Excellence & Compliance
Act as a liaison between clients and data management teams to ensure clean, accurate data.
Develop Standard Operating Procedures (SOPs) for repeatable tasks to improve efficiency.
Stay current on regulatory changes, positioning yourself as an industry expert.
Review, analyze, and troubleshoot data issues, working with operations and data management.

Work Environment:

Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.

Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WA

Why Join Navia?

Impact: Play a pivotal role in supporting employers and employees nationwide.
Growth: Advance your skills with a team committed to excellence and innovation.
Culture: Join a company that values collaboration, innovation, and customer-first solutions.

Perks and Benefits:

Competitive Salary Range: $80,000-$100,000 Annually
Generous health benefits
Company sponsored wellness benefits
Complimentary Life Insurance and Long-Term Disability Insurance
Paid time off
6 Paid Holidays & 2 Paid Floating Holidays
Work from home and hybrid schedules available!

Ready to Join Us?

Take the first step toward your new career in creating better lives —apply now!

For any questions or to check on your application, reach out to [email protected].

Requirements:

5+ years of experience in retirement plan administration, client management, and/or consulting.
Strong knowledge of ERISA, IRS, and DOL regulations related to retirement plans.
Experience managing stakeholder relationships (clients, advisors, vendors).
Strong data analysis skills: Ability to analyze plan data, benchmark fees, and recommend improvements.
Ability to work with Data Management to analyze data file issues and articulate them to the client’s IT team to address root causes.
Excellent communication and presentation skills.
NIPA APA, ASPPA RPS (minimum) and/or QKA/QKC certification (preferred) (or willingness to obtain them within two years of obtaining the CSM position).
Strong written and verbal communication skills.
High attention to detail with large volumes of data.
Ability to manage and prioritize a high volume of tasks with strict follow-up and completion deadlines.
Must be able to create relationships through proactive phone/email correspondence.
Intermediate/Advanced knowledge of Microsoft Word, Outlook, Excel, Salesforce CRM
Some travel is required.

Quick Apply

Refine Your Search

mergers and acquisitions manager jobs in willow grove pa

Retirement Client Service Manager

Sr. Manager, Record-to-Report and Enterprise Wide Controls Process Control Advisor

Sr. Manager, International Order-to-Cash Process Control Advisor

Manager, Financial Due Diligence

Senior Tax Manager

Manager, Mergers and Acquisitions

Relationship Manager II - Mergers & Acquisitions (M&A)

Corporate Associate - Mergers and Acquisitions

Private Equity Mergers & Acquisitions Strategy & Diligence Manager

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager

BCG Platinion | Manager, Tech Advisory & Delivery

Senior Manager - Vendor Management Office (VMO)

Senior Vice President, Product

Director, Mergers & Acquisitions

Corp. Fleet Administrator

Tax Manager, Mergers & Acquisitions

Technology Strategy Manager

Business Strategy Manager

PEPI: Manager, Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS)

Sr Relationship Manager, MM

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