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M&A Integration Manager
Job Posted: 10 hours ago
Salary: £ 70,000 - 90,000 / Annum
Job Type: Permanent
Location: Wilmslow, Cheshire
Expire in: a month
Job Description
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 skillsJob Offer
Salary range of £70,000 - £90,000 DOE
Hybrid working
Pension scheme
Plus many more amazing benefitsBefore You Apply
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