Due Diligence, Onboarding & Integration Manager
About The Position
The Due Diligence, Onboarding and Integration Manager performs, oversees, and coordinates most aspects of merger and acquisition (M&A) related due diligence, and client and employee onboarding and integration. In this role, you can expect to focus in the following areas: Due Diligence: Manage the initial due diligence request list and interview seller Present initial due diligence request list and coordinate data gathering Conduct site visits Follow up with additional due diligence requests as needed Distribute diligence gathered to Integration and M&A Teams Summarize diligence findings CEO, COO, Head of M&A and other key staff as needed Onboarding: Lead and organize initial discovery sessions with the Integration Team Establish and conduct regular communication with potential partner firms Manage the project plan including status, milestones, and deliverables Facilitate and coordinate Integration Team and sub-group meetings Work with potential partner firm, third parties such as custodians and vendors, and internal staff on all necessary tasks that lead to deal closing Integration: Initiate project teams to execute systems integration projects (Network, Applications, Operations) Coordinate with Investment teams to plan and initiate portfolio transitions as required Work with internal partners to make sure formal training is initiated post-close Manage and monitor integration work plans with all necessary departments General: Help manage communications across the Integration Team, ensuring the timely distribution of information Act as a catalyst to resolve project issues and escalate when necessary Acts as a liaison between business units, technology teams and support teams Identify risks and solutions for mitigation Support the department’s objectives and key results Facilitate and/or participate in onsite meetings at acquired location Perform other duties as requested in support of the Merger and Acquisition function
Requirements
- Bachelor’s Degree in Business Administration, Finance, Accounting or related field from an accredited university
- 5-10 or more years proven success in the financial services industry in a similar role
- Highly organized, disciplined and detail oriented, practices maximum discretion and confidentiality.
- Strong understanding of Savant’s policies and practices.
- Demonstrated ability in working with change in a highly dynamic, high stakes environment.
- Positive, proactive and action oriented in times of ambiguity.
- Unshakeable ease with navigating the complex.
- Experience driving projects to completion, on time, on target and on budget with measurable results.
- Ability to create effective written communications, design engaging presentations and facilitate programs in front of an executive audience.
- Must demonstrate strong stakeholder management capabilities.
- Ability to build trusting relationships with partners quickly.
- Enjoys learning; is motivated to learn, improve and problem solve.
- Demonstrates a positive attitude, must be collaborative, team-oriented, transparent and willing to help others.
- Advanced Excel, Word, PowerPoint, and Outlook skills
- All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Nice To Haves
- Master’s Degree preferred
Responsibilities
- Manage the initial due diligence request list and interview seller
- Present initial due diligence request list and coordinate data gathering
- Conduct site visits
- Follow up with additional due diligence requests as needed
- Distribute diligence gathered to Integration and M&A Teams
- Summarize diligence findings CEO, COO, Head of M&A and other key staff as needed
- Lead and organize initial discovery sessions with the Integration Team
- Establish and conduct regular communication with potential partner firms
- Manage the project plan including status, milestones, and deliverables
- Facilitate and coordinate Integration Team and sub-group meetings
- Work with potential partner firm, third parties such as custodians and vendors, and internal staff on all necessary tasks that lead to deal closing
- Initiate project teams to execute systems integration projects (Network, Applications, Operations)
- Coordinate with Investment teams to plan and initiate portfolio transitions as required
- Work with internal partners to make sure formal training is initiated post-close
- Manage and monitor integration work plans with all necessary departments
- Help manage communications across the Integration Team, ensuring the timely distribution of information
- Act as a catalyst to resolve project issues and escalate when necessary
- Acts as a liaison between business units, technology teams and support teams
- Identify risks and solutions for mitigation
- Support the department’s objectives and key results
- Facilitate and/or participate in onsite meetings at acquired location
- Perform other duties as requested in support of the Merger and Acquisition function
Benefits
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
- Generous paid time off
- at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
