M & A Integration Lead

SEI1GLOBAL•Upper Providence Township, PA

1d•Onsite

About The Position

At SEI, the Corporate Development team is seeking an M&A Integration Lead to play a critical role in supporting the growth and long-term success of acquired partner businesses. In this role, you will lead due diligence and integration efforts from Day One planning through full execution, ensuring the implementation of scalable, best-in-class operational processes that support deal objectives and value creation. You will serve as the primary integration leader and coordinator of target due diligence, coordinating across SEI business stakeholders and Corporate Development to assess the operational soundness of targets and design and execute integration strategies aligned with each acquisition’s objectives. As the face of the SEI integration team, you will have significant exposure to senior management and key decision-makers and will be instrumental in advancing SEI’s broader M&A strategy. The ideal candidate is action-oriented, impact-focused, and brings deep experience in merger and acquisition strategy and operations and integration. You are able to understand the broader integration strategy, anticipate risks, and quickly develop pragmatic mitigation plans. Experience working across multiple SEI business units is a plus.

Requirements

M&A / Integration Experience: Significant experience in M&A integration or related transformation initiatives, including strategy or operations or related consulting roles.
Program Management: Proven ability to plan and execute complex, cross-functional initiatives; strong influencing skills and comfort working under tight deadlines.
Data & Analytics: Experience with data analysis, reporting, and translating insights into business impact.
Business Operations: Background in operational functions such as partner programs, onboarding, growth, marketing, lead or deal registration, partner portals, and/or co-selling models.
Executive Communication: High EQ, low ego. Strong written and verbal communicator with the ability to engage senior leaders and manage complex or sensitive situations.
Influence & Change Leadership: Ability to build trusted relationships, creatively drive consensus, and act as a change ambassador across organizations.
Process Improvement: Demonstrated ability to analyze, optimize, and implement improved processes in cross-functional environments.

Nice To Haves

Experience working across multiple SEI business units is a plus.

Responsibilities

Lead and support SEI’s due diligence of targets and integration program across multiple mergers and acquisitions, orchestrating cross-functional teams through integration planning, execution, value realization, and change management.
Serve as the face of the SEI integration team, staying current on evolving partner strategies, business priorities, and broader operational initiatives.
Manage multiple work streams including employee onboarding, negotiation of vendor contracts, assignment of interests and other operational matters necessary for successful integration.
Build strong partnerships with deal stakeholders to align on operating models, integration strategy, execution plans, progress, risks, and key decisions.
Facilitate integration discovery sessions to understand current-state operating models and partner ecosystems.
Develop and execute partner transition plans, including partner overlap analysis, contract reviews, partner onboarding and sunsetting, communications, and change management.
Define, implement, and communicate key performance indicators to measure integration impact on revenue, capacity, and partner experience.
Design and collaborate on executive-level reporting and dashboards.
Support acquisition communications and enablement efforts to drive awareness, adoption, and action.
Foster authentic, trusted relationships with acquired companies and partners, supporting a thoughtful change management approach that enhances employee and partner experience.
Implement scalable, repeatable operational processes and drive continuous improvement initiatives.
Enhance and maintain the SEI Corporate Development integration playbook, incorporating lessons learned from each acquisition.
Establish credibility and trust across the organization at all levels; be viewed as a collaborative, analytical, and effective team member.
Plan and coordinate all aspects of integration from initial stakeholder engagement through post-close systems training and conversion.
Partner closely with the M&A team and sellers to tailor integration plans that support employee engagement and business performance.
Monitor, update, and present weekly integration milestone and status reporting to senior leadership.