Merger Integration Specialist

Kestra PWS; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading company in wealth management seeks a Merger Integration Specialist in Austin, TX. This role involves managing the transition of acquired companies, ensuring smooth integration of systems and cultures. The ideal candidate will have strong analytical and communication skills, with a proven track record in wealth management and M&A processes.

Benefits

Full health, vision, dental

401(k) plans

Voluntary plans (car insurance, legal services)

Qualifications

• Experience in wealth management or financial advisory services.
• Strong merger and integration success track record.

Responsibilities

• Develop and execute integration plans and strategies.
• Facilitate communication between teams for cohesive integration.
• Manage integration projects on time and within budget.

Skills

Analytical Skills

Communication

Project Management

Critical Thinking

Education

5+ years in Wealth Management

Job description

Encino Building #2, Austin, Texas, United States of America

Job Description

Posted Monday, May 12, 2025 at 6:00 AM

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

Bluespring is a wholly owned subsidiary of Kestra Holdings, a holding company that consists of three leading wealth management services businesses that collectively support more than $112bn in AUA and 1,300 independent financial advisors.

POSITION SUMMARY
As a Merger Integration Specialist, you will coordinate and manage the transition of acquired companies, ensuring a smooth integration of systems, processes, people, and cultures to realize the intended synergies of a merger or sub-acquisition.

• Reports to: Merger Integration Director, Bluespring Wealth Partners
• Location: Austin, TX

ESSENTIAL DUTIES AND RESPONSIBILITIES

To perform this role successfully, the individual must demonstrate personal ownership of all aspects of the role to create positive results, including:

• Planning and Execution : Develop and execute integration plans, timelines, and strategies, ensuring alignment with the overall M&A strategy.
• Cross-Functional Collaboration : Facilitate communication and collaboration between different teams and departments to ensure a cohesive integration process.
• Risk Management : Identify, assess, and mitigate potential risks and issues that may arise during the integration process.
• Technology Integration: Oversee consolidation of CRM systems, financial planning software, custodial platforms, client reporting tools, and other core technology with minimal disruption to clients and advisors.
• Process Improvement : Analyze and optimize processes, systems, and workflows to create a more efficient and effective organization.
• Change Management : Support employees through the transition, addressing concerns and ensuring a smooth cultural integration.
• Data Management : Oversee and ensure the accuracy and integrity of data during the integration process.
• Reporting and Analysis : Track progress, identify issues, and report regularly to stakeholders.
• Project Management : Manage integration projects, completing them on time and within budget.
• Communication : Effectively communicate the integration plan and progress to all stakeholders, including senior management and employees.

KNOWLEDGE, SKILLS, AND/OR ABILITIES

To perform this job successfully, the individual should have the following skills and abilities.

• Experience in Wealth Management and/or RIA industry in a growth-oriented role.
• Understanding of the M&A landscape and the integration process.
• Analytical and critical thinking skills, with the ability to translate insights into actionable recommendations and strategies.
• Ability to identify and resolve sensitive issues that arise during the integration process.
• Excellent communication and relationship-building skills, with the ability to influence and inspire across all levels of an organization.
• Ability to think strategically, with a proven ability to collaborate cross-functionally to influence outcomes.
• Detail-oriented, consistent follow-up to drive accountability.
• Project management experience is a plus.
• Travel up to 30%.

SUPERVISORY RESPONSIBILITIES : None

EDUCATION AND/OR EXPERIENCE

• 5+ years of experience in wealth management, financial advisory services, or a related industry, with a strong merger and integration success track record.

CERTIFICATIONS, LICENSES, REGISTRATIONS : None

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Encino Building #2, Austin, Texas, United States of America