Senior Integration Advisor

MAI Capital Management; Independence Township (OH); On-site; USD 110,000 - 165,000; Full time

Job summary

MAI Capital Management is seeking a Senior Integration Advisor to lead end-to-end planning, execution, and delivery of acquired firm integrations. You will own integration strategy, data readiness, and cross-functional coordination to ensure seamless transitions across finance, IT, HR, and operations.

The role requires 5–7+ years in financial services or M&A integration, plus hands-on valuation data support and CRM/billing system integrations.

Qualifications

• Bachelor’s degree required and 5–7+ years in financial services or M&A integration.
• Hands-on experience with valuation data, CRM/billing system integrations, and Excel modeling.
• Proven ability to manage complex cross-functional work under tight deadlines.

Responsibilities

• Get involved before close to understand the acquired firm’s operations, data, systems, and risks.
• Lead operational and client due diligence activities.
• Build integration plans, timelines, and trackers tailored to each deal.
• Flag data dependencies and system impacts early, and confirm valuation inputs are complete and accurate before execution.
• Act as MAI’s main integration lead and day-to-day point of contact for the acquired firm’s leadership.
• Run weekly integration calls, milestone check-ins, and issue resolution.
• Coordinate and drive integration work across Finance, IT, HR, Operations, Marketing, and Shared Services.
• Own: data, valuation support & system readiness — ensure data accuracy across valuation, consent, CRM, and billing workflows.
• Data quality assurance: keep data accurate, complete, and consistent across all areas.
• Partner: cross-functional execution across Finance, IT, HR, Operations, Marketing, vendors, and custodians.
• Measure & improve: track timelines, financial targets, and milestones; document lessons learned.

Skills

Advanced Excel

Data management

Interpersonal communication

Ownership mindset

Attention to detail

Education

Bachelor's degree

Tools

CRM integration

Billing systems

Excel-based data modeling

Job description

The Senior Integration Advisor (SIA) is responsible for end-to-end planning, execution, and delivery of acquired firm integrations, owning both integration leadership and critical operational execution to ensure seamless transitions. This role serves as MAI’s primary integration lead and is accountable for relationship management, cross-functional coordination, data readiness, and operational accuracy throughout the integration lifecycle.

The SIA functions as the single point of accountability for integration execution, owning integration strategy and coordination while confirming the accuracy of key data, valuation inputs, and system readiness activities required to successfully complete integrations.

MAJOR DUTIES AND RESPONSIBILITIES

• Get involved before close to understand the acquired firm’s operations, data, systems, and risks
• Lead operational and client due diligence activities
• Build integration plans, timelines, and trackers tailored to each deal
• Flag data dependencies and system impacts early, and confirm valuation inputs are complete and accurate before execution

Execute: Integration Leadership & Operational Ownership

• Act as MAI’s main integration lead and day-to-day point of contact for the acquired firm’s leadership
• Run weekly integration calls, milestone check-ins, and issue resolution
• Coordinate and drive integration work across Finance, IT, HR, Operations, Marketing, and Shared Services

Own: Data, Valuation Support & System Readiness — owns the accuracy and execution of all integration-critical data and workflows, including:

• Valuation support: collect and confirm valuation inputs provided; verify accuracy and reconcile figures for consistency downstream
• CRM, billing, and custodial data: prepare, review, and submit CRM and billing import files; build, check, and troubleshoot Excel files and templates
• DocuSign and consent processes: handle CSV creation, form selection, and packaging of custodial and client paperwork
• Data quality assurance: keep data accurate, complete, and consistent across valuation, consent, CRM, and billing workflows

Partner: Cross-Functional Execution

• Work closely with Finance, IT, HR, Operations, Marketing, vendors, and custodians to complete integrations
• Keep ownership, timelines, and handoffs clear across teams
• Stay on top of dependencies and close gaps when ownership isn’t clear

Measure & Improve

• Track progress against timelines, financial targets, and operational milestones
• Spot recurring issues and help standardize, document, and improve the process
• Suggest changes to the integration approach based on lessons learned

EXPERIENCE/CREDENTIALS

• Bachelor’s degree required
• 5–7+ years of experience in financial services, RIA, or investment management, and in M&A, post-merger integration, or enterprise transformation
• Hands-on experience with valuation data support, CRM and billing system integrations, and Excel-based data modeling and reconciliation
• Track record of managing complex, cross-functional work under tight deadlines

COMPETENCIES

• Strong ownership mindset with tolerance for ambiguity
• Advanced Excel and data management skills
• Ability to interpret financial and valuation concepts
• Excellent interpersonal, facilitation, and communication skills
• High attention to detail and accountability for outcomes
• Ability to manage multiple integrations simultaneously
• Professional judgment, discretion, and integrity

WHAT SUCCESS LOOKS LIKE

• Integrations are complete on time with accurate data and minimal rework
• Acquired firms experience clear leadership and consistent communication
• Cross-functional partners understand expectations and dependencies
• Valuation, consent, CRM, and billing transitions occur without material issues
• Integration processes continually improve through documented lessons learned