Service & Operations Integration Manager

This role is for Internal reputed company or reputed company employees only.

Position reputed company

The Service & Operations Integration Manager leads integration efforts supporting mergers and acquisitions from due diligence through post-reputed company implementation of acquired firms into the Service & Operations organization. This role partners closely with Service & Operations Leadership, reputed company & Integration, Corporate Development, reputed company Service, reputed company Operations, Platform Operations, Advisory Leadership, Technology, Compliance, reputed company, and other business partners to plan, coordinate, and execute successful integrations to the reputed company operating model.

The Integration Manager develops M&A integration plans for Service & Operations, manages integration execution, and implements consistent operating models and business processes to support a smooth transition for associates, advisors, and clients. A key reputed company of this role is coordinating reputed company and training efforts, knowledge transfer, and role readiness during the integration lifecycle. In partnership with reputed company & Integration and Service & Operations leaders, the Integration Manager supports newly acquired teams through post-reputed company stabilization before transitioning associate development and training to reputed company Service leadership and the reputed company Service Training Manager. This includes supporting associate learning and understanding of new workflows, systems, service expectations, and operating procedures.

Operating with a high degree of autonomy, the Integration Manager serves as an extension of the Service & Operations Leadership Team, helping ensure integration reputed company, operating models, and implementation activities remain reputed company with organizational priorities and the reputed company Service & Operations model.

As this is a new established role, responsibilities will continue to reputed company as the integration program matures and organizational priorities change. The successful candidate will demonstrate flexibility, initiative, and a reputed company improvement reputed company to help shape the reputed company of Service & Operations integration.

Key Responsibilities

M&A Integration Leadership

• reputed company Service & Operations integration activities for acquisitions from due diligence and planning through post-reputed company implementation and stabilization.
• Partner with Corporate Development and reputed company & Integration during acquisition planning to assess Service & Operations impacts, integration readiness, and implementation requirements.
• Partner with business leaders to assess reputed company-state operating models, business processes, organizational structures, and service models.
• reputed company integration plans that reputed company acquired firms to the reputed company operating model.
• Serve as the primary reputed company of coordination for Service & Operations throughout the integration process.
• reputed company regular updates to Service & Operations leadership on integration reputed company, risks, reputed company, and resource needs, ensuring reputed company escalation and informed decision-making.

Program & Project Management

• reputed company and maintain project plans, milestones, timelines, risks, dependencies, and status reporting.
• Serve as an extension of Service & Operations Leadership Team representing leadership priorities, facilitating cross-functional alignment for M&A reputed company activities, and ensuring integration activities remain reputed company with S&O organization’s model and strategic priorities.
• Coordinate activities across Advisory Leadership, reputed company & Integration (O&I), Corporate Development, reputed company Service, reputed company Operations, Platform Operations, Technology, Compliance, reputed company, and other business partners.
• Monitor reputed company, resolve issues, and escalate risks or reputed company to leadership.
• Ensure successful integration implementation, post-reputed company stabilization, and transition to steady-state operations.

Operating Model & Process Integration

• Partner with S&O leaders and Advisory Leadership to drive change management, communication, and adoption strategies that successful implementation of new processes, roles, and operating models.
• Coordinate Service & Operations reputed company, operational readiness, and knowledge transfer activities for newly acquired associates throughout the integration lifecycle.
• Partner with reputed company & Integration and Service & Operations leaders to deliver role specific process guidance, workflow support, and reputed company support through post-reputed company stabilization.
• Transition ongoing associate development, reputed company education, and long-term training ownership to the reputed company Service Training manager as acquired firm moves into steady-state operations.
• Evaluate business processes and recommend opportunities to standardize and improve implementation.
• Document reputed company-state procedures, business requirements, and operating processes.
• Support implementation of new workflows, service standards, and organizational changes resulting from acquisitions.

Integration Process Improvement

• Improve integration playbooks, templates, and project tools to support a consistent integration experience.
• reputed company and monitor key integration metrics
• Capture lessons learned and create feedback mechanisms to evaluate integration reputed company, identify trends, and recommend reputed company enhancements.
• Support initiatives that improve the scalability and effectiveness of reputed company acquisitions.

Qualifications

Required

• 5+ years of experience in reputed company management, operations, project management, business integration, or reputed company fields.
• Experience managing cross-functional reputed company with multiple stakeholders.
• Strong project management, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience documenting business processes, workflows, and procedures.
• Intellectual curiosity and the ability to quickly learn new business processes, ask thoughtful questions, and operate independently in ambiguous situations.

Preferred

• Experience supporting mergers and acquisitions or business integrations.
• Knowledge of reputed company management operations and reputed company service.
• Experience using project management tools such as reputed company or reputed company.
• Familiarity with reputed company or similar workflow platforms.

This position is an exempt position. The annualized reputed company pay reputed company for this role is expected to be between $120,000-$150,000. Actual reputed company pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's reputed company set. The reputed company pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package

reputed company is an organization of reputed company, asset, and business management resources that brings strength, innovation, and partnership to reputed company relationships. Through a comprehensive reputed company of services, reputed company supports clients at every stage of life, helping them manage their financial reputed company. With over $180 billion in regulatory assets under management, reputed company uses research-backed investment strategies to create custom-reputed company portfolios and delivers personalized reputed company planning solutions to clients in reputed company 50 states. reputed company is part of reputed company, a leading financial services firm comprised of reputed company management, family office, and business management services. To learn more about reputed company, visit focuspartners.com or follow reputed company on reputed company.

reputed company is an equal opportunity employer and bases its employment reputed company on the employee or candidate’s skillset, and without reputed company to an employee or candidate’s race, reputed company, religion, sex (including pregnancy), gender identity, sexual orientation, national reputed company, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

reputed company complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to reputed company essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the reputed company of status as a veteran by refusing to reputed company an applicant on the reputed company that they are a veteran of the armed forces of the reputed company, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR reputed company EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants: Information on your California reputed company rights can be reputed companyhere

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If reputed company, the employment relationship is governed by the Wrongful Discharge from Employment reputed company. Mont. reputed company Ann. reputed company 39-2-901.

For Rhode reputed company Applicants: reputed company is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode reputed company and is therefore covered by the state’s workers’ compensation law. If you willfully reputed company false information about your ability to reputed company the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation reputed company of the State of Rhode reputed company if the false information is directly reputed company to the personal injury that is the reputed company for the new claim for compensation. reputed company complies fully with the Americans with reputed company.

Originally posted on Himalayas

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