M&A Integration Lead

We are seeking a dynamic and collaborative M&A Integration Lead to lead the end-to-end integration of acquired entities portfolios and fintech platforms into our core this role you will partner closely with operational legal and technology teams to guide each deal seamlessly from pre-close due diligence through Day 1 execution and post-close alignment. As an M&A Integration Lead you will maintain operational continuity and serve as the central driver of regulatory compliance and data security across every integration milestone.

Location: This position is based in Coralville IA; Des Moines IA; Joplin MO; Madison WI. A hybrid work schedule is available with a mix of in-office and remote work to support collaboration flexibility and business needs.

What Youll Do

Integration Strategy & Governance

• Establish the overall integration roadmap governance structures and key performance indicators (KPIs) aligned with the initial transaction thesis.
• Facilitate Steering Committee meetings to report on integration milestones financial run-rates and risk posture to executive leadership.

Regulatory & Compliance Alignment

• Partner closely with Legal Risk and Compliance teams to ensure all integration activities satisfy FINRA SEC OCC or other relevant financial regulatory requirements.
• Safeguard data privacy protocols (e.g. GLBA GDPR) during the migration of sensitive institutional and retail client data.

Cross-Functional Workstream Leadership

• Direct complex parallel workstreams across core departments: Technology Systems Wealth Management Platforms Finance & Accounting HR Compliance and Operations.
• Manage critical day-to-day interdependencies between legacy systems and target platforms to ensure zero downtime for active client accounts.

Synergy Capture & Financial Tracking

• Monitor and track cost and revenue synergies integration budgets and operational cost savings against the deal model.
• Define and validate Day 1 readiness criteria and Day 100 stabilization milestones.

Change Management & Client Retention

• Design change management strategies to preserve the acquired firms top advisory/producing talent and proprietary institutional knowledge.
• Collaborate with marketing and client-relationship teams to ensure seamless client communication preventing asset attrition during asset conversions.

Whats in it for you

We provide a total rewards package focused on your health family and financial security. This includes comprehensive medical dental and vision options alongside company-paid disability and life insurance. We support your work-life balance with PTO paid holidays volunteer time off and paid parental leave. Finally we invest in your future through a 401(k) plan and a robust Employee Assistance Program for professional support.

Compensation: The anticipated pay range for this position is $80000-$140000 based on your level of experience and technical expertise.

• Minimum of 58 years of corporate development management consulting or program management experience with at least 3 years specifically leading post-merger integrations (PMI) within financial services fintech or banking.
• Bachelors degree in Finance Economics Business Administration or a related field. An MBA or specialized credential (e.g. CFA PMP) is highly preferred.
• Deep understanding of financial services infrastructure clearing and settlement processes asset transitions and advisory workflows.
• Familiarity with financial regulatory frameworks and compliance standards governing client data and financial operations.
• Experience overseeing large-scale financial software conversions ERP alignments or CRM migrations (e.g. Salesforce Financial Services Cloud core banking platforms).
• Exceptional emotional intelligence with a proven ability to lead matrixed cross-functional teams and influence C-suite stakeholders during high-stakes corporate transitions.

Physical Requirements:

• Ability to stand or sit for extended periods of time in an office environment.
• Working on a computer for extended periods of time.
• Ability to occasionally lift up to 15 pounds.