Senior Integrations Lead - Data, Valuation & Ops

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

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.