M&A Integration Lead

Financial Integrators; Coralville, Des Moines, Joplin, Madison (IA, IA, MO, WI); Hybrid; USD 80,000 - 140,000; Full time

Benefits offered by this job

Medical, Dental, Vision coverage

PTO & holidays

401(k) with company match

Employee Assistance Program

Job summary

Financial Integrators is seeking an M&A Integration Lead to drive end-to-end integration of acquired entities and fintech platforms. You will partner with Legal, Risk, and Technology to ensure seamless Day 1 execution and post-close alignment, while safeguarding data privacy and regulatory compliance.

The role requires 5–8 years in corporate development or PMI in financial services, with a track record of leading complex, cross-functional programs and influencing senior leaders.

Qualifications

• 5–8 years of corporate development, management consulting, or program management experience; PMI post-merger integrations (PMI) in financial services/fintech/banking.
• Bachelor’s degree in Finance, Economics, Business Administration or related field; MBA or CFA/PMP preferred.
• Deep understanding of financial services infrastructure, clearing/settlement, asset transitions, and advisory workflows.
• Familiarity with financial regulatory frameworks governing client data and operations.
• Experience overseeing large-scale financial software conversions and CRM migrations (e.g., Salesforce Financial Services Cloud).
• Strong leadership of matrixed cross-functional teams and influencing C-suite stakeholders.

Responsibilities

• Set the integration roadmap, governance structures, and KPIs aligned with transaction thesis.
• Lead Steering Committee meetings to report milestones, run-rates, and risk posture to executives.
• Partner with Legal, Risk, and Compliance to meet FINRA/SEC/OCC and other regulatory requirements.
• Spearhead cross-functional workstreams across Technology, Wealth Platforms, Finance, HR, and Operations.
• Track cost/revenue synergies, budgets, and Day 1/Day 100 readiness milestones.
• Design change management to retain acquired firm talent and knowledge, and coordinate client communications.

Skills

Cross-functional leadership

Stakeholder management

Program management

Emotional intelligence

C-suite influence

Education

Bachelor's degree in Finance/Economics/Business Administration

MBA or CFA/PMP

Tools

Salesforce Financial Services Cloud

Core banking platforms

ERP migrations

Job description

Description

We are seeking a dynamic and collaborative M&A Integration Lead to lead the end-to-end integration of acquired entities, portfolios, and fintech platforms into our core ecosystem. In this role, you will partner closely with operational, legal, and technology teams to guide each deal seamlessly from pre-close due diligence through Day 1 execution and post-close alignment. As an M&A Integration Lead, you will maintain operational continuity and serve as the central driver of regulatory compliance and data security across every integration milestone.

Location: This position is based in Coralville, IA; Des Moines, IA; Joplin, MO; Madison, WI. A hybrid work schedule is available, with a mix of in-office and remote work to support collaboration, flexibility, and business needs.

What You’ll Do

• Establish the overall integration roadmap, governance structures, and key performance indicators (KPIs) aligned with the initial transaction thesis.
• Facilitate Steering Committee meetings to report on integration milestones, financial run-rates, and risk posture to executive leadership.

Regulatory & Compliance Alignment

• Partner closely with Legal, Risk, and Compliance teams to ensure all integration activities satisfy FINRA, SEC, OCC, or other relevant financial regulatory requirements.
• Safeguard data privacy protocols (e.g., GLBA, GDPR) during the migration of sensitive institutional and retail client data.

Cross-Functional Workstream Leadership

• Direct complex, parallel workstreams across core departments: Technology Systems, Wealth Management Platforms, Finance & Accounting, HR, Compliance, and Operations.
• Manage critical day-to-day interdependencies between legacy systems and target platforms to ensure zero downtime for active client accounts.

Synergy Capture & Financial Tracking

• Monitor and track cost and revenue synergies, integration budgets, and operational cost savings against the deal model.
• Define and validate \"Day 1\" readiness criteria and \"Day 100\" stabilization milestones.

Change Management & Client Retention

• Design change management strategies to preserve the acquired firm’s top advisory/producing talent and proprietary institutional knowledge.
• Collaborate with marketing and client-relationship teams to ensure seamless client communication, preventing asset attrition during asset conversions.

What’s in it for you?

We provide a total rewards package focused on your health, family, and financial security. This includes comprehensive medical, dental, and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO, paid holidays, volunteer time off, and paid parental leave. Finally, we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation: The anticipated pay range for this position is $80,000-$140,000, based on your level of experience and technical expertise.

Requirements

• Minimum of 5–8 years of corporate development, management consulting, or program management experience, with at least 3+ years specifically leading post-merger integrations (PMI) within financial services, fintech, or banking.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field. An MBA or specialized credential (e.g., CFA, PMP) is highly preferred.
• Deep understanding of financial services infrastructure, clearing and settlement processes, asset transitions, and advisory workflows.
• Familiarity with financial regulatory frameworks and compliance standards governing client data and financial operations.
• Experience overseeing large-scale financial software conversions, ERP alignments, or CRM migrations (e.g., Salesforce Financial Services Cloud, core banking platforms).
• Exceptional emotional intelligence with a proven ability to lead matrixed, cross-functional teams and influence C-suite stakeholders during high-stakes corporate transitions.

Physical Requirements:

• Ability to stand or sit for extended periods of time in an office environment.
• Working on a computer for extended periods of time.
• Ability to occasionally lift up to 15 pounds.