M&A Integration Lead

Financial Integrators

Des Moines (IA)

Hybrid

USD 80,000 - 140,000

Full time

33 hours ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health, dental, and vision insurance

Disability and life insurance

PTO and paid holidays

Volunteer time off

Parental leave

401(k) plan

Job summary

Financial Integrators in Des Moines, IA area seeks an M&A Integration Lead to drive end-to-end integration of acquisitions, led by collaboration with Legal, Risk, and Technology teams.

You will guide pre-close due diligence through Day 1 and post-close alignment, ensuring regulatory compliance and data security across milestones while coordinating across Technology, Finance, HR, and Operations.

Qualifications

Minimum 5–8 years in corporate development, management consulting, or program management with PMI post-merger integrations.
Bachelor’s degree required; MBA or CFA/PMP highly preferred.
Deep understanding of financial services infrastructure and regulatory frameworks.

Responsibilities

Lead end-to-end PMI integration strategy, governance, and KPI tracking.
Coordinate cross-functional workstreams across Technology, Finance, HR, and Compliance.
Ensure regulatory compliance (FINRA, SEC, OCC) and data security across integrations.
Manage Day 1 readiness and Day 100 stabilization milestones.
Preserve top advisory talent and assure client retention during asset transitions.
Monitor synergies, budgets, and integration costs against the deal model.

Skills

PMO Leadership

Cross-functional leadership

Regulatory awareness

Stakeholder management

Education

Bachelor's degree in Finance/Economics/Business

MBA or CFA/PMP preferred

Tools

Salesforce Financial Services Cloud

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

Integration Strategy & Governance

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