Coordinator - Lateral Partner Integration

Company Description

Williams Lea by RRD is a global business support services company with a strong legacy—over 200 years of experience delivering world-class business solutions. We specialize in delivering skilled administrative support, document production, presentation design, and marketing and communications services to leading companies around the world—especially within legal, financial, and professional services industries.

We’re a people-powered organization. With a presence in North America, the UK, Europe, and Asia Pacific, we have thousands of employees globally, all working together to help our clients operate more efficiently and effectively. Whether it’s supporting law firms with critical document production or helping financial institutions manage high-volume print and digital communications, we’re the behind-the-scenes team making everything run smoothly.

Job Description

The Coordinator: Lateral Partner Integration provides administrative, operational, and organizational support for the onboarding and long-term integration of lateral partners into the firm. Reporting to the Assistant Director of Lateral Integration, this role collaborates with firm administration, office and practice leadership, and all other internal stakeholders to support seamless transitions and contribute to the long-term success and retention of lateral partner hires.

This is a highly collaborative, fast-paced position that requires professionalism, sound judgment, strong coordination skills, and a proactive approach.

Essential Functions: (List the essential duties and responsibilities in descending order by importance, focus on larger components of job as priority.)

Lateral Partner Onboarding and Integration

• Supports the Assistant Director of Lateral Partner Integration in executing a tailored 24-month integration process for each new lateral partner, including maintaining integration materials and coordinating milestone check-ins with lateral partners and firm leaders.
• Assists in drafting and preparing individualized integration plans by reviewing recruiting materials, understanding the strategic rationale for each lateral hire, identifying internal connections, and helping keep stakeholders aligned and on schedule.
• Prepares materials and coordinates pre-arrival activities, including internal team meetings, pre-arrival calls with key stakeholders and lateral partners, note-taking, follow-up summaries, and action items.
• Coordinates introductions, office visits, and other onboarding activities to support a smooth and well-organized transition for lateral hires.
• Maintains onboarding checklists, workflow documents, and other recruiting and integration materials used throughout the partner integration process.

Integration Program Management

• Supports the development and implementation of individualized integration plans for lateral partners and practice groups in partnership with the Assistant Director of Lateral Partner Integration.
• Collaborates with internal teams to coordinate integration activities, manage timelines, prepare action items, and support structured check-ins throughout the first 12 to 24 months following arrival.
• Anticipates next steps, follows up proactively, and helps ensure that integration initiatives and partner programs are executed effectively and on schedule.
   

Data Analytics and Reporting

• Maintains integration databases, dashboards, and tracking systems used to monitor onboarding progress, integration milestones, and overall outcomes.
• Collaborates with recruiting, human resources, finance, IT, conflicts, practice management, and business development teams to gather and organize data relevant to partner integration efforts.
• Prepares draft reports and supporting materials for firm leadership related to integration milestones, retention, engagement, and business development outcomes.

Qualifications

Education/Training/Certifications: 

• Bachelor’s degree in a related field.  An equivalent combination of education and/or experience may be considered in lieu of the degree when the experience has been directly related to the functions of the job

Professional Experience: 

• Minimum of 2 years of related experience, required
• Prior experience working in a hospitality and/or event management environment, preferred
• Project management experience preferred

Technical Skills: 

• Proficient with webinar technology, Microsoft office suite, Internet research and other computer applications/skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint) and experience in InterAction or other CRM programs highly desirable
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