Senior Integration Advisor

MAI Wealth Management, Inc.; Independence Township (OH); On-site; USD 75,000 - 100,000; Full time

Job summary

MAI Wealth Management, Inc. in Independence, OH seeks a Senior Integration Advisor to own end-to-end planning, execution, and delivery of acquired firm integrations.

You will lead integration activities, coordinate cross-functional teams, and ensure data readiness and system accuracy throughout the lifecycle. Ideal candidates have 5–7+ years in financial services or M&A, strong Excel/data modeling skills, and a proven record of managing complex projects under tight deadlines.

Qualifications

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

Responsibilities

• Lead end-to-end integration planning and execution.
• Serve as primary integration lead and liaison to acquired firm leadership.
• Coordinate work across Finance, IT, HR, Operations, Marketing, and Shared Services.
• Track timelines, data readiness, and operational milestones.
• Improve processes based on lessons learned.

Skills

Advanced Excel

Data management

Cross-functional leadership

Valuation data support

CRM integration

Billing integration

Education

Bachelor’s degree

Tools

Excel

CRM systems

Job description

Full Time Professional Independence, OH, US

4 days ago Requisition ID: 1931

Salary Range: $75,000.00 To $100,000.00 Annually

GENERAL 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