M & A Integration Lead

021 SEI Investments Company; Oaks (PA); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) match

Education assistance

Paid parental leave

Hybrid working environment

Job summary

021 SEI Investments Company is seeking an M&A Integration Lead to spearhead the integration processes of acquired companies, ensuring best-in-class operational processes and strong partnerships with stakeholders. This role entails overseeing due diligence, integration strategies, and continuous improvement initiatives to support the company's growth.

The ideal candidate will possess significant M&A integration experience, strong program management skills, and the ability to communicate effectively with senior leadership. Benefits include healthcare, education assistance, and a hybrid working environment.

Qualifications

• Significant experience in M&A integration or related transformation initiatives.
• Proven ability to plan and execute complex, cross-functional initiatives.
• Experience with data analysis and reporting.

Responsibilities

• Lead due diligence of targets and integration program across mergers.
• Manage employee onboarding and other operational matters.
• Facilitate integration discovery sessions.

Skills

M&A / Integration Experience

Program Management

Data & Analytics

Business Operations

Executive Communication

Influence & Change Leadership

Process Improvement

Job description

M&A Integration Lead – Corporate Development

SEI’s Corporate Development team is seeking an M&A Integration Lead to play a critical role in supporting the growth and long‑term success of acquired partner businesses. In this role, you will lead due diligence and integration efforts from Day One planning through full execution, ensuring the implementation of scalable, best‑in‑class operational processes that support deal objectives and value creation. You will serve as the primary integration leader and coordinator of target due diligence, coordinating across SEI business stakeholders and Corporate Development to assess the operational soundness of targets and design and execute integration strategies aligned with each acquisition’s objectives. As the face of the SEI integration team, you will have significant exposure to senior management and key decision‑makers and will be instrumental in advancing SEI’s broader M&A strategy.

Responsibilities

• Lead and support SEI’s due diligence of targets and integration program across multiple mergers and acquisitions, orchestrating cross‑functional teams through integration planning, execution, value realization, and change management.
• Serve as the face of the SEI integration team, staying current on evolving partner strategies, business priorities, and broader operational initiatives.
• Manage multiple work streams including employee onboarding, negotiation of vendor contracts, assignment of interests and other operational matters necessary for successful integration.
• Build strong partnerships with deal stakeholders to align on operating models, integration strategy, execution plans, progress, risks, and key decisions.
• Facilitate integration discovery sessions to understand current‑state operating models and partner ecosystems.
• Develop and execute partner transition plans, including partner overlap analysis, contract reviews, partner onboarding and sunsetting, communications, and change management.
• Define, implement, and communicate key performance indicators to measure integration impact on revenue, capacity, and partner experience.
• Design and collaborate on executive‑level reporting and dashboards.
• Support acquisition communications and enablement efforts to drive awareness, adoption, and action.
• Foster authentic, trusted relationships with acquired companies and partners, supporting a thoughtful change management approach that enhances employee and partner experience.
• Implement scalable, repeatable operational processes and drive continuous improvement initiatives.
• Enhance and maintain the SEI Corporate Development integration playbook, incorporating lessons learned from each acquisition.
• Establish credibility and trust across the organization at all levels; be viewed as a collaborative, analytical, and effective team member.
• Plan and coordinate all aspects of integration from initial stakeholder engagement through post‑close systems training and conversion.
• Partner closely with the M&A team and sellers to tailor integration plans that support employee engagement and business performance.
• Monitor, update, and present weekly integration milestone and status reporting to senior leadership.

Professional Experience and Skills

• M&A / Integration Experience: Significant experience in M&A integration or related transformation initiatives, including strategy or operations or related consulting roles.
• Program Management: Proven ability to plan and execute complex, cross‑functional initiatives; strong influencing skills and comfort working under tight deadlines.
• Data & Analytics: Experience with data analysis, reporting, and translating insights into business impact.
• Business Operations: Background in operational functions such as partner programs, onboarding, growth, marketing, lead or deal registration, partner portals, and/or co‑selling models.
• Executive Communication: High EQ, low ego. Strong written and verbal communicator with the ability to engage senior leaders and manage complex or sensitive situations.
• Influence & Change Leadership: Ability to build trusted relationships, creatively drive consensus, and act as a change ambassador across organizations.
• Process Improvement: Demonstrated ability to analyze, optimize, and implement improved processes in cross‑functional environments.

Attributes We Value

• Hardworking, thoughtful, and solution‑oriented.
• Collaborative team player with strong integrity and judgment.
• Clear communicator and active listener.
• Ability to multi‑task in a high‑pressure environment.
• High execution skills.
• Highly organized.
• Self‑aware, open‑minded, and committed to continuous improvement.
• Strategic, innovative, adaptable, and impactful.
• A positive influence and team builder.

Benefits

• Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA).
• Life and disability insurance (premiums paid for base coverage).
• 401(k) match.
• Education assistance.
• Commuter benefits.
• Up to 11 paid holidays per year.
• 21 days PTO per year pro‑rated for new hires, increasing over time.
• Paid parental leave.
• Back‑up childcare arrangements.
• Paid volunteer days.
• Discounted stock purchase plan.
• Investment options.
• Access to thriving employee networks.
• Hybrid working environment for most roles.
• Support for working parents.

SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.