M&A Integration Lead — Wealth Management Onboarding

Summit Wealth Group; Colorado Springs (CO); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Performance-based bonus

Flexible working environment

Travel opportunities

Job summary

Summit Wealth Group is seeking an M&A Integration Specialist to oversee the acquisition process of firms into Summit. This role requires proficient project management skills and a solid background in operations, finance, or related fields.

The ideal candidate will have a bachelor's degree, 4–7 years of relevant experience, and a willingness to travel. You will be pivotal in ensuring successful integrations, maintaining operational standards, and contributing to ongoing improvements.

Qualifications

• 4–7 years of operations, project management, or integration experience at an RIA, broker-dealer, or wealth management firm.
• Direct experience supporting at least one RIA or broker-dealer integration, conversion, or acquisition.
• Willingness to travel during integrations.

Responsibilities

• Own operational execution of integrating acquired firms.
• Build detailed transition timelines for mergers or acquisitions.
• Train incoming advisors and staff on Summit workflows.

Skills

Project Management

Operations Management

Custodial Operations Knowledge

Financial Acumen

Communication Skills

Education

Bachelor's degree in business, finance, operations, or a related field

Tools

Redtail

Orion

SEI

Fidelity

Job description

Summit Wealth Group is seeking an M&A Integration Specialist to oversee the acquisition process of firms into Summit. This role requires proficient project management skills and a solid background in operations, finance, or related fields.

The ideal candidate will have a bachelor's degree, 4–7 years of relevant experience, and a willingness to travel. You will be pivotal in ensuring successful integrations, maintaining operational standards, and contributing to ongoing improvements.