Integration & Ops Specialist

Selby Jennings; New York (NY); On-site; USD 160,000 - 190,000; Full time

Job summary

Selby Jennings is seeking an Integration & Operations Specialist to oversee operational, technology, and M&A integration functions as the business expands through strategic partnerships and expansion initiatives.

You will lead projects to unify processes, review tools and vendor contracts, and standardize infrastructure across acquisitions and new lines, while partnering with stakeholders to replace manual work with scalable tech-enabled solutions.

Qualifications

• 4+ years of experience in operations, business transformation, integration, consulting, or related environments.
• Preferred experience at a consulting firm, wealth management, retirement, or insurance broker.
• Hands-on experience improving processes, consolidating systems, streamlining vendors, or supporting integration initiatives.
• Strong project management skills with the ability to navigate ambiguity and drive results independently.
• Comfortable working across teams and communicating with both operational and technical stakeholders.
• Highly organized, detail-oriented, and solutions-focused.

Responsibilities

• Lead projects that unify processes, systems, and vendors across acquisitions and newly added business lines.
• Review existing tools, vendor contracts, and workflows to identify opportunities for simplification, cost savings, and operational improvement.
• Help standardize key business infrastructure, including people, finance, and operational systems.
• Partner with cross-functional stakeholders to replace manual processes with scalable, technology-enabled solutions.
• Coordinate multiple initiatives simultaneously and ensure projects move from planning through execution.
• Create a repeatable playbook and best practices that support future growth and expansion efforts.

Skills

Operations management

M&A integration

Project management

Stakeholder communication

Process improvement

Education

Bachelor's degree

Job description

Salary: $160,000-190,000 plus bonus and equity

Client/Job Summary:

Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems, vendors, and operational processes as the business continues to grow through strategic partnerships and expansion initiatives.

Responsibilities:

• Lead projects that unify processes, systems, and vendors across acquisitions and newly added business lines.
• Review existing tools, vendor contracts, and workflows to identify opportunities for simplification, cost savings, and operational improvement.
• Help standardize key business infrastructure, including people, finance, and operational systems.
• Partner with cross-functional stakeholders to replace manual processes with scalable, technology-enabled solutions.
• Coordinate multiple initiatives simultaneously and ensure projects move from planning through execution.
• Create a repeatable playbook and best practices that support future growth and expansion efforts.

Ideal Candidate Qualifications:

• 4+ years of experience in operations, business transformation, integration, consulting, or related environments.
• Preferred experience at a consulting firm, wealth management, retirement, or insurance broker.
• Hands-on experience improving processes, consolidating systems, streamlining vendors, or supporting integration initiatives.
• Strong project management skills with the ability to navigate ambiguity and drive results independently.
• Comfortable working across teams and communicating with both operational and technical stakeholders.
• Highly organized, detail-oriented, and solutions-focused.

Preferred Background

• Experience in professional services, financial services, consulting, or other complex, multi-stakeholder environments.
• Exposure to operational scaling, business integrations, or technology implementation projects.
• Familiarity with evaluating systems and workflows to improve efficiency and reduce manual effort.
• Experience within the retirement, wealth management, or broader financial services ecosystem is a plus.