Service & Operations Integration Manager
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Job Description
Service & Operations Integration Manager leading M&A integration efforts for wealth management firm. Collaborating across business units to ensure smooth acquisitions and integration into operations.
Responsibilities:
- Lead Service & Operations integration activities for acquisitions from due diligence and planning through post-close implementation and stabilization.
- Partner with Corporate Development and Onboarding & Integration during acquisition planning to assess Service & Operations impacts, integration readiness, and implementation requirements.
- Partner with business leaders to assess current-state operating models, business processes, organizational structures, and service models.
- Develop integration plans that align acquired firms to the Focus Partners Wealth operating model.
- Serve as the primary point of coordination for Service & Operations throughout the integration process.
- Provide regular updates to Service & Operations leadership on integration progress, risks, decisions, and resource needs, ensuring timely escalation and informed decision-making.
- Develop and maintain project plans, milestones, timelines, risks, dependencies, and status reporting.
- Serve as an extension of Service & Operations Leadership Team representing leadership priorities, facilitating cross-functional alignment for M&A related activities, and ensuring integration activities remain aligned with S&O organization’s model and strategic priorities.
- Coordinate activities across Advisory Leadership, Onboarding & Integration (O&I), Corporate Development, Client Service, Core Operations, Platform Operations, Technology, Compliance, Human Resources, and other business partners.
- Monitor progress, resolve issues, and escalate risks or decisions to leadership.
- Ensure successful integration implementation, post-close stabilization, and transition to steady-state operations.
- Partner with S&O leaders and Advisory Leadership to drive change management, communication, and adoption strategies that successful implementation of new processes, roles, and operating models.
- Coordinate Service & Operations onboarding, operational readiness, and knowledge transfer activities for newly acquired associates throughout the integration lifecycle.
- Partner with Onboarding & Integration and Service & Operations leaders to deliver role specific process guidance, workflow support, and onboarding support through post-close stabilization.
- Transition ongoing associate development, continued education, and long-term training ownership to the Client Service Training manager as acquired firm moves into steady-state operations.
Requirements:
- 5+ years of experience in wealth management, operations, project management, business integration, or related fields.
- Experience managing cross-functional projects with multiple stakeholders.
- Strong project management, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Experience documenting business processes, workflows, and procedures.
- Intellectual curiosity and the ability to quickly learn new business processes, ask thoughtful questions, and operate independently in ambiguous situations.
- Experience supporting mergers and acquisitions or business integrations preferred.
- Knowledge of wealth management operations and client service preferred.
- Experience using project management tools such as Asana or Smartsheet preferred.
- Familiarity with Salesforce or similar workflow platforms preferred.
Benefits:
- Other rewards may include an annual cash bonus and a comprehensive benefits package
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