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Manager and Associate Level M&A Integration Programme Managers – Wealth Management

2 months ago

London, UK, United Kingdom eFinancialCareers Full time

Responsibilities:

  • Drive business transformation and collaboration to manage the integration processes post-acquisition.
  • Creating and implementing strategies to harmonise the acquired IFA with the firm’s operations, technologies, people, finance, data, compliance and values – and ensuring a seamless transition for all parties involved.
  • Collaborate with the Deal Team who will handover to you post-Completion to guide the integration phase. Also working with them during the due diligence phase to gain insights and input on areas that may impact future integration progress.
  • For the Manager role: Lead cross-functional teams to align and integrate processes, systems and resources of the acquired business with the existing operations.
  • Identify synergies and opportunities for operational efficiency and cost savings through integration efforts.
  • Communicate integration plans and progress to key stakeholders, including senior management, employees, and external partners – as well as supporting ex-vendors through the integration phase.
  • Manage the integration timeline, budget and resources to meet established objectives and timelines.
  • Ensure compliance with legal and regulatory requirements related to the M&A transaction and integration process.
  • Monitor and evaluate the success of integration efforts, making adjustments as needed to achieve desired outcomes and identify best practices to enhance the effectiveness of future integrations.

Experience required:

  • Previous experience in a similar M&A Integration Programme Management role from a Wealth Management background would be ideal.
  • Candidates from a consultancy background with strong relationship and programme / project management experience, ideally with elements of M&A and strategy, and ideally with some exposure to wealth management (but definitely from Financial Services) will also be considered.
  • Exceptional attention to detail, intellectual horsepower (graduate level minimum 2:1) and curiosity for solving business problems.
  • Deep commercial and technical knowledge of change delivery and integration in order to structure, run and develop the integration process.
  • Transformational change management experience (preferably to include the acquisition of third-party organisations).
  • Previous project management experience delivering complex organisational changes through collaboration with cross-disciplinary teams (e.g. People, Finance, Operations, Technology, Compliance, Distribution).
  • Ideally formal project management qualifications (e.g. PRINCE2) or ACA/ACCA/CFA qualified.
  • Enthusiastic, confident to work on one’s own initiative and as part of a team, and a passionate ‘can do’ positive attitude.

If you fit the bill, apply now for an exciting new challenge within this successful and growing team and wider organisation. Hybrid working is encouraged, but you will likely be required 2 – 3 days per week in the London office, with some travel required to other office locations when needed.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted