Strategic M&A Marketing & Integration Lead

InterWest Insurance Services, LLC; Sacramento (CA); On-site; USD 80,000 - 100,000; Full time

Job summary

InterWest Insurance Services, LLC seeks a Marketing & Integration Manager – M&A to drive the full lifecycle from deal origination through post-close integration. The role bridges front-end deal sourcing, financial analysis, due diligence, and back-end integration planning with cross-functional collaboration.

Based in Sacramento or Roseville, CA, the ideal candidate brings 5–8 years in insurance or financial services, strong financial modeling, and proven program management skills to

Qualifications

• Bachelor’s Degree in Business, or equivalent.
• 5–8 years in the insurance industry, preferably in corporate finance, corporate development, or strategy.
• Familiarity with mergers and acquisitions, including financial analysis, is helpful but not required.
• Strong organizational skills; ability to coordinate projects across teams.
• Proficiency with Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Identify and qualify acquisition targets and maintain a pipeline aligned with growth strategy.
• Develop outreach strategies to initiate and cultivate relationships with targets.
• Participate in deal evaluation, including financial analysis, valuation, and due diligence.
• Coordinate due diligence processes across legal, financial, and operational teams.
• Lead integration planning and execution post-acquisition with cross-functional teams.
• Track integration progress and report to leadership; mitigate risks and address challenges.

Skills

Highly organized

Analytical skills

Financial modeling

Excellent communication

Cross-functional collaboration

Education

Bachelor's Degree in Business

Tools

Excel

PowerPoint

MS Office

Job description

InterWest Insurance Services, LLC seeks a Marketing & Integration Manager – M&A to drive the full lifecycle from deal origination through post-close integration. The role bridges front-end deal sourcing, financial analysis, due diligence, and back-end integration planning with cross-functional collaboration.

Based in Sacramento or Roseville, CA, the ideal candidate brings 5–8 years in insurance or financial services, strong financial modeling, and proven program management skills to