Service & Operations Integration Manager

Focus Partners Wealth

Service & Operations Integration Manager leading M&A integration efforts for wealth management firm. Collaborating across business units to ensure smooth acquisitions and integration into operations.

Posted 7/22/2026full-timeRemote • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $120,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading service and operations integration activities for acquisitions, with a strong focus on project management, cross-functional collaboration, and change management strategies. Proficient in developing integration plans and ensuring operational readiness within wealth management environments.

Highest-signal resume keywords

Wealth Management OperationsProject ManagementCross-Functional CollaborationBusiness IntegrationChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementBusiness Process DocumentationWorkflow SupportOperational ReadinessIntegration Planning

Soft Skills

Organizational SkillsProblem-Solving SkillsCommunication SkillsIntellectual CuriosityAbility to Manage Multiple Priorities

Tools & Technologies

AsanaSmartsheetSalesforce

Industry Keywords

Mergers and AcquisitionsClient ServiceService ModelsIntegration ReadinessSteady-State Operations

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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