Service & Operations Integration Manager

Job not on LinkedIn

🔥 0 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $120k - $150k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

👥 B2C

Finance • Wealth Management • B2C

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Lead Service & Operations integration activities for acquisitions from due diligence and planning through post-close implementation and stabilization. • Partner with Corporate Development and Onboarding & Integration during acquisition planning to assess Service & Operations impacts, integration readiness, and implementation requirements. • Partner with business leaders to assess current-state operating models, business processes, organizational structures, and service models. • Develop integration plans that align acquired firms to the Focus Partners Wealth operating model. • Serve as the primary point of coordination for Service & Operations throughout the integration process. • Provide regular updates to Service & Operations leadership on integration progress, risks, decisions, and resource needs, ensuring timely escalation and informed decision-making. • Develop and maintain project plans, milestones, timelines, risks, dependencies, and status reporting. • Serve as an extension of Service & Operations Leadership Team representing leadership priorities, facilitating cross-functional alignment for M&A related activities, and ensuring integration activities remain aligned with S&O organization’s model and strategic priorities. • Coordinate activities across Advisory Leadership, Onboarding & Integration (O&I), Corporate Development, Client Service, Core Operations, Platform Operations, Technology, Compliance, Human Resources, and other business partners. • Monitor progress, resolve issues, and escalate risks or decisions to leadership. • Ensure successful integration implementation, post-close stabilization, and transition to steady-state operations. • Partner with S&O leaders and Advisory Leadership to drive change management, communication, and adoption strategies that successful implementation of new processes, roles, and operating models. • Coordinate Service & Operations onboarding, operational readiness, and knowledge transfer activities for newly acquired associates throughout the integration lifecycle. • Partner with Onboarding & Integration and Service & Operations leaders to deliver role specific process guidance, workflow support, and onboarding support through post-close stabilization. • Transition ongoing associate development, continued education, and long-term training ownership to the Client Service Training manager as acquired firm moves into steady-state operations.

🎯 Requirements

• 5+ years of experience in wealth management, operations, project management, business integration, or related fields. • Experience managing cross-functional projects with multiple stakeholders. • Strong project management, organizational, and problem-solving skills. • Excellent written and verbal communication skills. • Ability to manage multiple priorities in a fast-paced environment. • Experience documenting business processes, workflows, and procedures. • Intellectual curiosity and the ability to quickly learn new business processes, ask thoughtful questions, and operate independently in ambiguous situations. • Experience supporting mergers and acquisitions or business integrations preferred. • Knowledge of wealth management operations and client service preferred. • Experience using project management tools such as Asana or Smartsheet preferred. • Familiarity with Salesforce or similar workflow platforms preferred.

🏖️ Benefits

• Other rewards may include an annual cash bonus and a comprehensive benefits package