Senior Integration Advisor

MAI WEALTH MANAGEMENT, INC.•Independence, OH

6d•$75,000 - $100,000

About The Position

The Senior Integration Advisor (SIA) is responsible for end-to-end planning, execution, and delivery of acquired firm integrations, owning both integration leadership and critical operational execution to ensure seamless transitions. This role serves as MAI’s primary integration lead and is accountable for relationship management, cross-functional coordination, data readiness, and operational accuracy throughout the integration lifecycle. The SIA functions as the single point of accountability for integration execution, owning integration strategy and coordination while confirming the accuracy of key data, valuation inputs, and system readiness activities required to successfully complete integrations.

Requirements

Bachelor’s degree required
5–7+ years of experience in financial services, RIA, or investment management, and in M&A, post-merger integration, or enterprise transformation
Hands-on experience with valuation data support, CRM and billing system integrations, and Excel-based data modeling and reconciliation
Track record of managing complex, cross-functional work under tight deadlines
Strong ownership mindset with tolerance for ambiguity
Advanced Excel and data management skills
Ability to interpret financial and valuation concepts
Excellent interpersonal, facilitation, and communication skills
High attention to detail and accountability for outcomes
Ability to manage multiple integrations simultaneously
Professional judgment, discretion, and integrity

Responsibilities

Plan integration strategy and readiness, including understanding acquired firm operations, data, systems, and risks before close.
Lead operational and client due diligence activities.
Build integration plans, timelines, and trackers tailored to each deal.
Flag data dependencies and system impacts early, and confirm valuation inputs are complete and accurate before execution.
Act as MAI’s main integration lead and day-to-day point of contact for the acquired firm’s leadership.
Run weekly integration calls, milestone check-ins, and issue resolution.
Coordinate and drive integration work across Finance, IT, HR, Operations, Marketing, and Shared Services.
Own the accuracy and execution of all integration-critical data and workflows, including valuation support, CRM, billing, and custodial data, DocuSign and consent processes, and data quality assurance.
Work closely with Finance, IT, HR, Operations, Marketing, vendors, and custodians to complete integrations.
Keep ownership, timelines, and handoffs clear across teams.
Stay on top of dependencies and close gaps when ownership isn’t clear.
Track progress against timelines, financial targets, and operational milestones.
Spot recurring issues and help standardize, document, and improve the process.
Suggest changes to the integration approach based on lessons learned.