Service & Operations Integration Manager

This role is for Internal Focus Financial Partners or Focus Partners Wealth employees only.

Position Summary

The Service & Operations Integration Manager leads integration efforts supporting mergers and acquisitions from due diligence through post-close implementation of acquired firms into the Service & Operations organization. This role partners closely with Service & Operations Leadership Onboarding & Integration Corporate Development Client Service Core Operations Platform Operations Advisory Leadership Technology Compliance Human Resources and other business partners to plan coordinate and execute successful integrations to the Focus Partners Wealth 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 focus of this role is coordinating onboarding and training efforts knowledge transfer and role readiness during the integration partnership with Onboarding & Integration and Service & Operations leaders the Integration Manager supports newly acquired teams through post-close stabilization before transitioning associate development and training to Client Service leadership and the Client 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 decisions operating models and implementation activities remain aligned with organizational priorities and the Focus Partners Wealth Service & Operations model.

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

Key Responsibilities

M&A Integration Leadership

Lead Service & Operations integration activities for acquisitions from due diligence and planning through post-close implementation and stabilization.

Partner with Corporate Development and Onboarding & Integration during acquisition planning to assess Service & Operations impacts integration readiness and implementation requirements.

Partner with business leaders to assess current-state operating models business processes organizational structures and service models.

Develop integration plans that align acquired firms to the Focus Partners Wealth operating model.

Serve as the primary point of coordination for Service & Operations throughout the integration process.

Provide regular updates to Service & Operations leadership on integration progress risks decisions and resource needs ensuring timely escalation and informed decision-making.

Program & Project Management

Develop 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 related activities and ensuring integration activities remain aligned with S&O organizations model and strategic priorities.

Coordinate activities across Advisory Leadership Onboarding & Integration (O&I) Corporate Development Client Service Core Operations Platform Operations Technology Compliance Human Resources and other business partners.

Monitor progress resolve issues and escalate risks or decisions to leadership.

Ensure successful integration implementation post-close 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 onboarding operational readiness and knowledge transfer activities for newly acquired associates throughout the integration lifecycle.

Partner with Onboarding & Integration and Service & Operations leaders to deliver role specific process guidance workflow support and onboarding support through post-close stabilization.

Transition ongoing associate development continued education and long-term training ownership to the Client Service Training manager as acquired firm moves into steady-state operations.

Evaluate business processes and recommend opportunities to standardize and improve implementation.

Document future-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.

Develop and monitor key integration metrics

Capture lessons learned and create feedback mechanisms to evaluate integration success identify trends and recommend future enhancements.

Support initiatives that improve the scalability and effectiveness of future acquisitions.

Qualifications

Required

5 years of experience in wealth management operations project management business integration or related fields.

Experience managing cross-functional projects 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 wealth management operations and client service.

Experience using project management tools such as Asana or Smartsheet.

Familiarity with Salesforce or similar workflow platforms.

This position is an exempt position. The annualized base pay range for this role is expected to be between $120000-$150000. Actual base pay could vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base 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

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

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus 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 perform essential job functions and/or to receive other benefits and privileges of employment please contact .

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For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform 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 Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.