Sr. Director of M&A Integration

Wealth Enhancement Group•Plymouth, MN

3d•$200,000 - $215,000

About The Position

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . We are seeking a Sr. Director of M&A Integration . The position is responsible for leading the Integration Management team and driving continuous improvement of Wealth Enhancement’s M&A capability. In the spirit of pay transparency, we are excited to share the base salary range for this position is $200,000.00 to $215,000.00 , exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Requirements

Bachelor's Degree in business; finance, economics, management or related
10+ years of project management and/or relationship management experience
10+ years office experience, preferably within Financial Services or Mergers & Acquisitions
Detail oriented; ability to prioritize workflow and projects; able to work with deadlines and be flexible
Strong written documentation, version management and organization skills
Relationship and change management exposure, ability to have professional interactions in stressful situations
Excellent oral and written communication skills
Knowledge of Microsoft Office; Advanced Excel, Visio, and PM tool exposure
Ability to work as a Team Member; positive solution-focused attitude

Responsibilities

Team Management & Standards Responsible for assigning resources to acquisitions and managing team capacity
Serve as an escalation point for Integration Managers and ensure acquisition related issues are being addressed in a timely manner
Train and coach new and existing Integration Managers
Develop team standards and documentation
Relationship Management & Communication Build strong working relationships with internal and external partners as well as the leadership team
Solicit feedback from internal departments on M&A to ensure WEG has the right people, processes & technology in place to support objectives
Communicate updates to systems and processes to internal and external partners.
Continuous Improvement Identify opportunities and drive initiatives to improve WEG Integration processes
Collaborate with WEG departments engaged in M&A to refine existing project plans and establish new procedures where appropriate
Drive adoption of DealRoom (M&A Software) and M&A related processes
Ensure retrospectives are completed after each acquisition and feedback is communicated to key partners
Leadership Influence strategy for M&A Integration Management and drive successful execution
Manage team to effectively meet functional objectives
Monitor trends in M&A; recommend and implement best practices
Manage departmental spending to budget
Partner with management and Human Resources to hire talent and work through performance management concerns; makes hire and discipline decisions

Benefits

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)