M&A Integration Lead

Financial Integrators•Madison, IA

2d•Hybrid

About The Position

The M&A Integration Lead manages the end-to-end integration of acquired entities, portfolios, and fintech platforms into the company’s core ecosystem. The role partners with operational, legal, and technology teams to guide transactions from pre-close due diligence through Day 1 execution and post-close alignment, maintaining operational continuity and driving regulatory compliance and data security throughout each integration milestone. The position is based in Coralville, Iowa; Des Moines, Iowa; Joplin, Missouri; or Madison, Wisconsin. A hybrid schedule combines in-office and remote work to support collaboration, flexibility, and business needs. The anticipated pay range is $80,000–$140,000, depending on experience and technical expertise.

Requirements

At least 5–8 years of experience in corporate development, management consulting, or program management.
At least 3 years specifically leading post-merger integrations within financial services, fintech, or banking.
Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
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.
Exceptional emotional intelligence and a proven ability to lead matrixed, cross-functional teams and influence C-suite stakeholders during high-stakes corporate transitions.
Ability to stand or sit for extended periods in an office environment.
Ability to work on a computer for extended periods.
Ability to occasionally lift up to 15 pounds.

Nice To Haves

MBA or specialized credential such as CFA or PMP.
Experience with Salesforce Financial Services Cloud or core banking platforms.

Responsibilities

Establish integration roadmaps, governance structures, and key performance indicators aligned with the transaction thesis.
Facilitate Steering Committee meetings and report integration milestones, financial run-rates, and risk posture to executive leadership.
Partner with Legal, Risk, and Compliance teams to ensure integration activities meet applicable financial regulatory requirements.
Safeguard data privacy protocols during migration of sensitive institutional and retail client data.
Lead parallel workstreams across Technology Systems, Wealth Management Platforms, Finance & Accounting, HR, Compliance, and Operations.
Manage interdependencies between legacy systems and target platforms to maintain continuity for active client accounts.
Monitor 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.
Design change management strategies to retain acquired firms’ advisory and producing talent and preserve institutional knowledge.
Coordinate with marketing and client-relationship teams on client communications to help prevent asset attrition during asset conversions.