Mergers & Acquisitions Business Analyst

Job description

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 clients. Lead with Purpose. Partner with Impact. As 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 firm’s vision, growth strategy, and long-term scalability. You will...