Senior M&A Integration Lead — Data & Systems Readiness

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

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.