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An exciting opportunity for an M&A Integration Manager to join an IFA consolidation business in the North West.
Client Details
I am working with a fast growing PE backed financial adviser consolidator.
They are searching for an M&A Integration Manager to join them as they enter an exciting rapid growth phase.
As M&A Integration Manager, you will lead the integration of newly acquired firms, supporting the development and optimisation of the integration plan across people, processes and systems.
This is a permanent role, with hybrid working based in Manchester.
If you come from a wealth management background with experience of M&A integrations, this may be the role for you!
Description
- Design and implement post-acquisition integration strategies, covering Day 1 activities, the first 100 days, and longer-term objectives.
- Oversee cross-departmental integration projects across key business areas such as Operations, HR, IT, Compliance, and Finance.
- Lead the onboarding of clients and oversee data transfer processes to maintain seamless service delivery.
- Manage the transition of advisers and staff, including TUPE-related activities, orientation programs, and cultural integration, in collaboration with internal support functions.
- Partner with the IT leadership team to execute technology and system transitions, including CRM platforms, planning software, and compliance tools.
- Work closely with the Compliance lead to ensure all regulatory submissions, approvals, and stakeholder communications are completed accurately.
- Monitor and report on integration performance metrics such as client retention, employee engagement, and synergy realisation.
- Serve as a key escalation contact for any challenges arising during the integration process.
- Provide consistent status reports and progress updates to the senior management team.
Profile
- 3+ years in project/integration management, within a wealth management or IFA business.
- Strong understanding of IFA / wealth management operations.
- Experience managing complex, multi-workstream projects.
- Excellent communication and change management skills
Job Offer
- Salary range of 70,000 - 90,000 DOE
- Hybrid working
- Pension scheme
- Plus many more amazing benefits
