Overview
* A rare opportunity to join a PE backed business during a rapid growth phase
* Excellent salary and benefits with hybrid working
About Our Client
About Our Client
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!
Job 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.
The Successful Applicant
* 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
What's on Offer
* Salary range of £70,000 - £90,000 DOE
* Hybrid working
* Pension scheme
* Plus many more amazing benefits
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