VP, Retirement M&A and Institutional Block Integration Management

Ascensus•Dresher, PA

22d•Hybrid

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The VP of the Integration Management Office will be responsible for leading and managing the integration of newly acquired companies and migration of outsourced books of business into our organization. This role requires a strategic thinker with strong leadership skills and extensive retirement industry and project management experience. There is only 1 position. Location preference is hybrid Dresher, PA or Newton, MA locations. Some relocation assistance available. Responsibilities: Collaborate with senior leadership to define integration objectives and ensure alignment with the company's strategic vision Lead cross-functional teams to ensure seamless integration of operations, systems, and processes Develop and implement comprehensive integration plans, including timelines, milestones, and key performance indicators (KPIs) Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline. Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems Identify and resolve integration-related issues or conflicts that may arise Develop and implement strategies to improve integration processes and workflows Ensure data integrity and consistency across different systems and databases Manage integration project managers, to ensure they are completing tasks and delivering on key milestones on time and within budget Where applicable, provide or collaborate to provide training and support to users on new systems or processes Manage relationships with stakeholders, both internal and external, to ensure successful integration A senior executive who oversees the integration of all systems, technologies, processes, and people within an enterprise Provides global operational support, including budget, logistics, and human resources to resolve tactical issues and create location-specific processes Ensures the successful integration of programs and projects, managing risks, issues, and opportunities Develops and implements programs and initiatives to promote social development and integration Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organization's mission and strategic plan Ensures the success of acquisitions, strategic investments, partnerships and successfully integrating large-scale partnerships and acquisitions Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture

Requirements

Minimum twelve years’ experience in financial services with at least seven in a leadership role and experience with acquisition integration management.
Overall leadership of integration projects to ensure they are completed on time and within budget
Lead and motivate teams with a focus on collaboration and partnership
Effective communication with all levels of the organization
Proven written and presentation skills with an emphasis on senior management communication and partnership
The ability to identify and resolve integration-related issues
Critical thinking, attention to detail and strong analytical skills
A strong command for influencing change management and business-readiness
Adaptability in a fast-paced and dynamic environment with specific, planned deadlines
Ability to bring the right people together to ensure conflict resolution quickly
Influence decision-making to ensure the right outcomes against the strategy
Willingness to travel
Demonstrate the Ascensus Core Values
For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider.

Nice To Haves

Experience in Retirement industry is a significant asset/preference.

Responsibilities

Collaborate with senior leadership to define integration objectives and ensure alignment with the company's strategic vision
Lead cross-functional teams to ensure seamless integration of operations, systems, and processes
Develop and implement comprehensive integration plans, including timelines, milestones, and key performance indicators (KPIs)
Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed
Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company
Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline.
Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems
Identify and resolve integration-related issues or conflicts that may arise
Develop and implement strategies to improve integration processes and workflows
Ensure data integrity and consistency across different systems and databases
Manage integration project managers, to ensure they are completing tasks and delivering on key milestones on time and within budget
Where applicable, provide or collaborate to provide training and support to users on new systems or processes
Manage relationships with stakeholders, both internal and external, to ensure successful integration
A senior executive who oversees the integration of all systems, technologies, processes, and people within an enterprise
Provides global operational support, including budget, logistics, and human resources to resolve tactical issues and create location-specific processes
Ensures the successful integration of programs and projects, managing risks, issues, and opportunities
Develops and implements programs and initiatives to promote social development and integration
Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organization's mission and strategic plan
Ensures the success of acquisitions, strategic investments, partnerships and successfully integrating large-scale partnerships and acquisitions
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture