Digital M&A Senior: Integration & Due Diligence Lead

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Hybrid; USD 110,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Digital M&A Senior in Charlotte, NC to drive integration and due diligence efforts for complex transactions. You will manage cross-functional workstreams, coordinate client and advisor teams, and deliver clear recommendations to realize value.

The role requires extensive travel (>50%), strong project management skills, and experience in technology landscapes, risk assessment, and governance structures.

Qualifications

• Five years of relevant experience in digital M&A, integration, or related advisory services.
• Bachelor's degree required; combination of education and experience may be considered.
• PMI, Agile, and/or Scrum certifications preferred.
• Significant travel (>50%) is required.

Responsibilities

• Support digital M&A, integration, and carve-out engagements from planning through delivery.
• Lead project workstreams, develop schedules, risk registers, and status reports.
• Engage with clients, internal teams, and third-party advisors to drive alignment.
• Mentor junior team members and contribute to delivery best practices.
• Monitor engagement budgets, forecasting, and financial tracking.

Skills

Project management

Stakeholder management

M&A integration

IT due diligence

Cross-functional teamwork

Education

Bachelor's degree

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks a Digital M&A Senior in Charlotte, NC to drive integration and due diligence efforts for complex transactions. You will manage cross-functional workstreams, coordinate client and advisor teams, and deliver clear recommendations to realize value.

The role requires extensive travel (>50%), strong project management skills, and experience in technology landscapes, risk assessment, and governance structures.