Mergers & Acquisitions Business Analyst

Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy enabling advisors to offer comprehensive securities and investment advisory solutions to their with Purpose. Partner with the Business Analyst you will report to the Head of the Merger & Integration Management Office (IMO) and play a critical role in shaping how acquired firms transition into the Bluespring operating model. You will apply advanced analytical process and problem-solving skills to design solutions to complex business challenges inform integration strategies and ensure readiness across operational data and technology dimensions. This role is central to driving successful integrations that support the firms vision growth strategy and long-term will operate as a key member of a dynamic highly collaborative IMO team contributing expertise perspective and structure to continually refine and optimize our integration approach. The role is hands-on and highly autonomously suited for candidates who thrive in fast-paced environments enjoy broad responsibility and are comfortable influencing across organizations. You will be expected to lead discovery guide future-state design elevate reporting and analysis and serve as a trusted advisor to both the IMO and acquired firms throughout the integration :Lead functional discovery during due diligence to capture highlevel business processes and inform integration scope sequencing and resource process data and operational risks; develop mitigation plans and escalate critical issues to integration and document currentstate processes across acquired firms and enterprise functions translating findings into actionable integration currenttofuturestate workflow mappings aligned with the target operating model highlighting gaps and harmonization adoption of improved workflows by collaborating with firms and shared services teams updating SOPs and related with technology teams to define integration requirements evaluate solution options and ensure alignment with enterprise systems data migration and UAT efforts including mapping validation cutover planning test scenario design and readiness for training materials to support adoption of Bluesprings technology ecosystem and enterprise dashboards and conduct data analysis to track KPI progress identify trends or risks and inform leadership crossfirm collaboration produce highquality process documentation and influence stakeholders through clear communication and structured analysisWhat You Bring:5 years of business analysis experience with significant exposure to M&A integrations transformation programs or complex multi-entity operating degree or equivalent industry related collaboration tools (Confluence JIRA Smartsheet MS Project) and standard project management in wealth management ideally within a growth-oriented change-driven or integration-focused leading process harmonization workflow redesign or system integration efforts strongly communication skills with demonstrated ability to influence senior stakeholders across merging analytical abilities including strong process engineering workflow design and data interpretation organized with the ability to manage multiple complex priorities in a fast-paced integration understanding of operational model design business architecture and cross-functional process SQL or other analytical tools; Salesforce to navigate ambiguity provide structure and drive clarity in fluid integration contributing to change management adoption planning and cross-firm harmonization up to 25%.