Senior Manager, Strategy & Transformation (Integration Management Office)
About The Position
Join Highspring’s Strategy & Transformation team, which helps clients navigate major transactions—including mergers and acquisitions, carve-outs, and IPOs—system implementations, and organizational challenges. The team supports strategy development and transformation execution across operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions. In this role, you will advise senior and C-level executives on obtaining value from major investments and transformations. You will help companies plan and execute complex transactions and restructurings, lead Integration Management Office and Separation Management Office teams and workstreams, facilitate planning with executive, board, and cross-company stakeholders, assess target-company operations, and develop transaction roadmaps. You will also manage and coach project teams, contribute to business development, build trusted client relationships, and provide perspectives on market trends affecting M&A and its stakeholders. The position requires at least 25% travel. The disclosed base compensation range is $159,102–$244,442 USD; the individual may also be eligible for bonuses and financial incentives based on individual and company performance. Compensation depends on factors including skills, experience, training, licensure, certifications, location, and business needs.
Requirements
- BA/BS in Business, Accounting, Finance, or a related discipline.
- At least 8 years of client-facing experience in professional services and/or highly relevant industry experience, specifically in insurance and/or financial services, executing complex M&A or restructuring transactions.
- Demonstrated track record planning and executing large-scale integration, separation, or restructuring plans.
- Functional experience standing up and managing major Integration Management Office or Separation Management Office organizations.
- Experience conducting finance, technology, and/or operational due diligence.
- Experience developing pre-legal day 1 (LD1), LD1, and post-LD1 requirements and plans.
- Experience facilitating integration or separation planning around blueprints covering people, product, technology, data, and related areas.
- Experience supporting growth strategies grounded in customer insights, market dynamics, and competitive analysis.
- Experience developing cross-functional workplans and targets with stakeholder groups such as Finance, Technology, Underwriting, Policy Administration, Claims, Actuarial Science, Product, HR, Legal, Risk, and Cybersecurity.
- Experience partnering with product, marketing, and branches to strengthen customer acquisition and retention.
- Experience developing future-state target operating models for post-LD1 companies.
- Experience with technology standup, conversions, and cutovers, including planning, data mapping, development, testing, and go-live.
- Experience assessing current-state operations and processes and designing and implementing interim and permanent processes.
- Prior experience directly advising C-level executives, presenting complex ideas, and facilitating executive workshops.
- Experience supporting firm growth initiatives, including business development, proposals, and client oral presentations.
- Experience leading project teams across multiple engagements.
- Experience coaching and developing junior team members.
- Highly effective interpersonal skills and emotional intelligence.
- Willingness to travel at least 25% of the time.
Nice To Haves
- Previous experience in financial services, private equity, insurance carrier, and/or insurance brokerage industries.
- Master of Business Administration; may substitute for a business-related undergraduate degree.
- Progressive responsibility managing client relationships and achievement against business development goals.
Responsibilities
- Deliver strategic advice and solutions to senior and C-level executives on obtaining value from major investments and transformations.
- Help companies develop, plan for, and execute complex mergers, acquisitions, divestitures, and restructurings.
- Lead Integration Management Office and Separation Management Office teams and workstreams, coordinating with stakeholders across companies and investor groups.
- Facilitate executive- and board-level meetings, joint integration or separation planning sessions, and requirements-gathering exercises.
- Lead current-state assessments of target companies and build transaction roadmaps.
- Develop and execute client strategic initiatives through a hands-on approach.
- Manage and coach project teams delivering complex engagements.
- Develop junior team members through active coaching, feedback, and mentorship.
- Participate in business development, including market analysis, client sourcing, relationship building, proposal development, and oral presentations.
- Build and maintain trusted client relationships at all levels.
- Contribute perspectives on market trends and their implications for M&A and its stakeholders.
Benefits
- May be eligible for bonuses and financial incentives based on individual and company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
