Sr. Director of M&A Integration

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a Sr. Director of M&A Integration. The position is responsible for leading the Integration Management team and driving continuous improvement of Wealth Enhancement’s M&A capability. 

In the spirit of pay transparency, we are excited to share the base salary range for this position is $200,000.00 to $215,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions  

Team Management & Standards 

• Responsible for assigning resources to acquisitions and managing team capacity 

• Serve as an escalation point for Integration Managers and ensure acquisition related issues are being addressed in a timely manner 

• Train and coach new and existing Integration Managers 

• Develop team standards and documentation 

Relationship Management & Communication 

• Build strong working relationships with internal and external partners as well as the leadership team 

• Solicit feedback from internal departments on M&A to ensure WEG has the right people, processes & technology in place to support objectives 

• Communicate updates to systems and processes to internal and external partners. 

Continuous Improvement 

• Identify opportunities and drive initiatives to improve WEG Integration processes 

• Collaborate with WEG departments engaged in M&A to refine existing project plans and establish new procedures where appropriate 

• Drive adoption of DealRoom (M&A Software) and M&A related processes 

• Ensure retrospectives are completed after each acquisition and feedback is communicated to key partners 

Leadership 

• Influence strategy for M&A Integration Management and drive successful execution 

• Manage team to effectively meet functional objectives 

• Monitor trends in M&A; recommend and implement best practices 

• Manage departmental spending to budget 

• Partner with management and Human Resources to hire talent and work through performance management concerns; makes hire and discipline decisions 

Travel Requirement: 10% 

Education | Qualifications

• Bachelor's Degree in business; finance, economics, management or related  

• 10+ years of project management and/or relationship management experience 

• 10+ years office experience, preferably within Financial Services or Mergers & Acquisitions 

• Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible 

• Strong written documentation, version management and organization skills  

• Relationship and change management exposure, ability to have professional interactions in stressful situations 

• Excellent oral and written communication skills 

• Knowledge of Microsoft Office; Advanced Excel, Visio, and PM tool exposure 

• Ability to work as a Team Member; positive solution-focused attitude 

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunit