M&A Integration Manager

An exciting opportunity for an M&A Integration Manager to join an IFA consolidation business in the North West.

Client Details

I am working with a fast growing PE backed financial adviser consolidator.

They are searching for an M&A Integration Manager to join them as they enter an exciting rapid growth phase.

As M&A Integration Manager, you will lead the integration of newly acquired firms, supporting the development and optimisation of the integration plan across people, processes and systems.

This is a permanent role, with hybrid working based in Manchester.

If you come from a wealth management background with experience of M&A integrations, this may be the role for you!

Description

• Design and implement post-acquisition integration strategies, covering Day 1 activities, the first 100 days, and longer-term objectives.
• Oversee cross-departmental integration projects across key business areas such as Operations, HR, IT, Compliance, and Finance.
• Lead the onboarding of clients and oversee data transfer processes to maintain seamless service delivery.
• Manage the transition of advisers and staff, including TUPE-related activities, orientation programs, and cultural integration, in collaboration with internal support functions.
• Partner with the IT leadership team to execute technology and system transitions, including CRM platforms, planning software, and compliance tools.
• Work closely with the Compliance lead to ensure all regulatory submissions, approvals, and stakeholder communications are completed accurately.
• Monitor and report on integration performance metrics such as client retention, employee engagement, and synergy realisation.
• Serve as a key escalation contact for any challenges arising during the integration process.
• Provide consistent status reports and progress updates to the senior management team.

Profile

• 3+ years in project/integration management, within a wealth management or IFA business.
• Strong understanding of IFA / wealth management operations.
• Experience managing complex, multi-workstream projects.
• Excellent communication and change management skills

Job Offer

• Salary range of £70,000 - £90,000 DOE
• Hybrid working
• Pension scheme
• Plus many more amazing benefits