Senior M&A Integration Lead & Data Readiness

MAI; Kentucky; Hybrid; USD 75,000 - 100,000; Full time

Job summary

MAI is seeking a Senior Integration Advisor to lead end-to-end integrations for acquired firms in the United States. You will own integration strategy, data readiness, and system readiness, coordinating across Finance, IT, HR, Operations, Marketing, and Shared Services.

The role requires 5-7+ years in financial services or investment management with M&A or post-merger experience, a Bachelor's degree, and exceptional data modeling and communication skills.

Qualifications

• Bachelor's degree is 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.

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.

Skills

Ownership mindset

Advanced Excel

Data management

Financial interpretation

Interpersonal skills

Attention to detail

Multi-tasking

Professional judgment

Education

Bachelor's degree

Tools

Excel

CRM systems

Billing systems

DocuSign

Job description

MAI is seeking a Senior Integration Advisor to lead end-to-end integrations for acquired firms in the United States. You will own integration strategy, data readiness, and system readiness, coordinating across Finance, IT, HR, Operations, Marketing, and Shared Services.

The role requires 5-7+ years in financial services or investment management with M&A or post-merger experience, a Bachelor's degree, and exceptional data modeling and communication skills.