M&A Integration Project Manager Lead

Alliant Insurance Services; Irvine (CA); On-site; USD 140,000 - 200,000; Full time

Job summary

Alliant Insurance Services is seeking a senior M&A integration leader to drive complex post‑acquisition integrations across the organization. You will coordinate transition activities into Alliant’s operating model, align business practices, and ensure readiness across functional areas including finance, HR, legal, IT, and facilities.

You will partner with corporate development and business leaders to translate integration objectives into actionable plans, manage risks, and deliver

Qualifications

• Bachelor's degree in a related field; or equivalent experience.
• 7+ years in project, program, or M&A integration roles.
• Experience leading cross‑functional initiatives with vendors, stakeholders, and executives.
• Experience delivering executive reports, dashboards, and status updates.
• PMP, Agile, Scrum, ITIL, Prosci or equivalent certification.

Responsibilities

• Lead complex M&A integration projects from planning through stabilization.
• Develop and maintain integration plans, milestones, risks, and readiness tracking.
• Coordinate cross‑functional workstreams across operations, finance, HR, legal, IT, and vendors.
• Translate acquisition objectives into actionable integration plans with leadership.
• Prepare executive‑ready updates and escalation materials.

Skills

Project management

Cross-functional leadership

Executive reporting

Stakeholder coordination

Change management

Communication

Education

Bachelor's Degree in Business Administration or related field

7+ years of project/integration experience

PMP, Agile, Scrum, ITIL, Prosci or equivalent certification

Tools

Microsoft Office

SharePoint

Smartsheet

Executive dashboards/tools

Job description

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for leading complex merger and acquisition integration efforts across Alliant. Coordinates the structured transition of acquired agencies or business units into Alliant's operating model, systems, services, processes, and business practices. Partners with corporate, business, and functional stakeholders to plan, govern, execute, and stabilize integrations while supporting alignment across business operations, finance, HR, legal, compliance, IT, facilities, communications, vendors, and acquired organization teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Leads complex and concurrent M&A integration projects from planning through stabilization, ensuring integration activities are organized, visible, and aligned with business objectives.
• Develops and maintains integration plans, milestones, dependencies, workstream deliverables, risks, issues, decisions, and readiness tracking.
• Coordinates cross‑functional integration workstreams, including business operations, finance, HR, legal, compliance, IT, facilities, communications, vendors, and acquired agency stakeholders.
• Partners with corporate development, business leaders, and functional teams to translate acquisition objectives into actionable integration plans.
• Facilitates integration meetings, governance reviews, status discussions, stakeholder updates, and decision‑making forums.
• Prepares executive‑ready updates, dashboards, summaries, and escalation materials that communicate integration progress, risks, issues, and recommended actions.
• Identifies, tracks, and escalates risks, issues, dependencies, and decision points that may affect integration timelines, business readiness, service delivery, or stakeholder experience.
• Supports due diligence transition planning by helping identify operational impacts, functional requirements, integration assumptions, and post‑close priorities.
• Coordinates operational readiness activities to support Day 1 preparedness, employee and stakeholder communications, process alignment, system transition planning, and business continuity.
• Works with functional leaders and subject matter experts to support integration of policies, processes, tools, reporting, service models, and business practices.
• Supports vendor coordination, third‑party dependencies, documentation requests, and integration‑related deliverables as needed.
• Drives consistent communication across project teams, acquired business stakeholders, leadership, and corporate partners to support transparency and alignment.
• Contributes to integration playbooks, templates, checklists, lessons learned, reporting practices, and continuous improvement of the M&A integration process.
• Provides guidance, coaching, and informal mentorship to project managers, coordinators, and workstream participants supporting integration activities.
• Supports post‑close stabilization by monitoring open items, confirming operational handoffs, tracking transition activities, and ensuring unresolved issues are routed appropriately.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree in Business Administration, Information Technology, Computer Science, Project Management, or a related field; or an equivalent combination of education and experience
• Seven (7) or more years of project, program, business integration, corporate integration, M&A integration, operations, or related experience
• Experience leading cross‑functional initiatives involving business operations, systems, processes, vendors, stakeholders, and executive reporting
• Experience developing and managing project plans, workstream trackers, status reports, risk and issue logs, and integration communications
• Experience working in a corporate, shared services, insurance, brokerage, financial services, professional services, or acquisition‑oriented environment
• Experience supporting mergers, acquisitions, divestitures, business integrations, system migrations, office transitions, or enterprise operational change
• Experience improving integration playbooks, templates, governance routines, reporting standards, or project delivery practices
• Experience supporting due diligence transition planning, Day 1 readiness, post‑close stabilization, or acquired business onboarding
• Experience working with senior leaders, business owners, functional department leads, vendors, and cross‑functional project teams
• PMP, Agile, Scrum, ITIL, Prosci, or equivalent certification

SKILLS

• Strong knowledge of project management, collaboration, reporting, and documentation tools such as Microsoft Office, Microsoft Teams, SharePoint, Smartsheet, or similar platforms
• Knowledge of M&A integration planning, business transition activities, operational readiness, stakeholder coordination, and post‑close stabilization
• Practical understanding of change management, business process alignment, communications planning, and operational handoff
• Strong judgment in identifying integration risks, framing escalations, and presenting decision‑ready information to leaders
• Strong project and program leadership skills with experience managing complex, cross‑functional initiatives
• Strong executive communication, written communication, facilitation, meeting leadership, and status reporting skills
• Strong organizational skills with the ability to manage competing priorities, changing timelines, and multiple workstreams
• Ability to develop project plans, timelines, dashboards, issue logs, risk registers, dependency trackers, decision logs, and readiness materials
• Ability to influence without direct authority and build alignment across matrixed teams and stakeholder groups
• Ability to coordinate work across business operations, finance, HR, legal, compliance, IT, facilities, communications, vendors, and acquired business stakeholders

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits