Strategic M&A Integration Lead

Corient; New York (NY); On-site; USD 140,000 - 200,000; Full time

Job summary

Corient, the world’s largest multi-family office and non-bank wealth manager, seeks an M&A Strategy & Integration Lead to partner with Corporate Development and senior leadership across operations, technology, and finance to design, plan, and execute post-acquisition integration initiatives.

The role requires strategic thinking, program management excellence, operational rigor, and strong stakeholder management in highly regulated financial services environments.

Qualifications

• Bachelor's degree in Business, Finance, Economics, Operations, or related field.
• 5+ years of experience in M&A integration, strategy, management consulting, operations, program management, or business transformation.
• Proven experience leading complex cross-functional integration programs following acquisitions.
• Strong project and program management skills with the ability to manage multiple initiatives simultaneously.
• Exceptional executive-level communication, presentation, and stakeholder management capabilities.
• Demonstrated ability to influence without direct authority and drive alignment across diverse teams.
• Strong analytical, problem-solving, and financial acumen.
• Experience within wealth management, RIAs, asset management, banking, financial services, or fintech organizations.
• Experience supporting acquisitions, platform consolidations, or enterprise transformation programs.
• Knowledge of client operations, service delivery models, CRM platforms, and operational workflows.

Responsibilities

• Partner with Corporate Development and executive leadership on acquisition strategy and operational due diligence activities.
• Assess operational risks, integration complexity, client experience implications, and synergy opportunities.
• Develop comprehensive integration strategies and post-close roadmaps aligned with transaction objectives.
• Lead integration planning and execution for acquisitions across the organization.
• Establish and manage integration governance, workstreams, timelines, milestones, risks, and dependencies.
• Coordinate cross-functional integration teams across Operations, Technology, Finance, HR, Legal, Compliance, Risk, and Client Service teams.
• Drive accountability among stakeholders and ensure timely delivery of critical integration initiatives.
• Design and implement scalable operating models that support growth and integration objectives.
• Standardize processes, procedures, controls, and service delivery practices across acquired organizations.
• Identify opportunities for operational improvement, automation, and process optimization.
• Partner with business leaders to ensure seamless client transitions and service continuity throughout integration activities.
• Support enterprise-wide transformation initiatives tied to growth and acquisition strategies.

Skills

M&A integration

Strategy

Management consulting

Operations

Program management

Business transformation

Education

Bachelor's degree in Business, Finance, Economics, Operations, or related field

Tools

CRM platforms

Job description

Corient, the world’s largest multi-family office and non-bank wealth manager, seeks an M&A Strategy & Integration Lead to partner with Corporate Development and senior leadership across operations, technology, and finance to design, plan, and execute post-acquisition integration initiatives.

The role requires strategic thinking, program management excellence, operational rigor, and strong stakeholder management in highly regulated financial services environments.