VP, Retirement M&A and Institutional Block Integration Management
VP, Retirement M&A and Institutional Block Integration Management
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Job Description
FuturePlan is the nations largest third-party administrator (TPA) of retirement plans partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm Ascensus. Our roots go back decades with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals 60 actuaries and one of the industrys largest in-house ERISA teams. Learn more at .
The VP of the Integration Management Office will be responsible for leading and managing the integration of newly acquired companies and migration of outsourced books of business into our organization. This role requires a strategic thinker with strong leadership skills and extensive retirement industry and project management experience.
There is only 1 position. Location preference is hybrid Dresher PA or Newton MA locations. However will consider out of state candidates for remote candidates.
Responsibilities:
- Collaborate with senior leadership to define integration objectives and ensure alignment with the companys strategic vision
- Lead cross-functional teams to ensure seamless integration of operations systems and processes
- Develop and implement comprehensive integration plans including timelines milestones and key performance indicators (KPIs)
- Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed
- Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company
- Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline.
- Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems
- Identify and resolve integration-related issues or conflicts that may arise
- Develop and implement strategies to improve integration processes and workflows
- Ensure data integrity and consistency across different systems and databases
- Manage integration project managers to ensure they are completing tasks and delivering on key milestones on time and within budget
- Where applicable provide or collaborate to provide training and support to users on new systems or processes
- Manage relationships with stakeholders both internal and external to ensure successful integration
- A senior executive who oversees the integration of all systems technologies processes and people within an enterprise
- Provides global operational support including budget logistics and human resources to resolve tactical issues and create location-specific processes
- Ensures the successful integration of programs and projects managing risks issues and opportunities
- Develops and implements programs and initiatives to promote social development and integration
- Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organizations mission and strategic plan
- Ensures the success of acquisitions strategic investments partnerships and successfully integrating large-scale partnerships and acquisitions
- Responsible for protecting securing and proper handling of all confidential data held by Ascensus to ensure against unauthorized access improper transmission and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
- Our I-Client service philosophy and our Core Values of People Matter Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture
Experience:
- Minimum twelve years experience in financial services with at least seven in a leadership role and experience with acquisition integration management
- Overall leadership of integration projects to ensure they are completed on time and within budget
- Lead and motivate teams with a focus on collaboration and partnership
- Effective communication with all levels of the organization
- Proven written and presentation skills with an emphasis on senior management communication and partnership
- The ability to identify and resolve integration-related issues
- Critical thinking attention to detail and strong analytical skills
- A strong command for influencing change management and business-readiness
- Adaptability in a fast-paced and dynamic environment with specific planned deadlines
- Ability to bring the right people together to ensure conflict resolution quickly
- Influence decision-making to ensure the right outcomes against the strategy
- Willingness to travel
- Demonstrate the Ascensus Core Values
For virtual remote positions we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying please check with your service provider.
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Required Experience:
Exec
Employment Type
Full-Time
