Merger Integration Specialist - Private Client

Merger Integration Specialist

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you're ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

The Merger Integration Specialist is responsible for facilitating and managing the integration of new merger partners with our Private Client processes and systems. This role requires a strategic approach to ensure a seamless transition and high-quality client service consistent with Arthur J. Gallagher's operational standards and practices.

How You'll Make An Impact

Integration Planning And Execution : Support implementation managers and acquired company employees in organizing, planning, and facilitating training, activities, and deliverables for effective business integration. Focus on planning and executing integration activities and tasks to ensure a smooth transition of newly acquired entities.

Client Service Delivery : Deliver exceptional client service in line with AJG's operational standards. Act as a liaison between acquired entities and AJG teams to address client service-related concerns during the integration process. Ensure client service processes are aligned with AJG's best practices and operational guidelines. Monitor and resolve client service issues that arise during the integration phase. Provide guidance to acquired company employees on maintaining AJG's client service standards. Collaborate with internal teams to ensure client satisfaction and retention during the transition.

Support For Implementation Managers : Collaborate with M&A teams to prepare timelines with key dates, milestones, and training sessions. Train acquired company employees on current process and procedure documents. Prepare presentation and handout materials for training sessions. Facilitate training sessions using prepared materials. Cultivate relationships and provide training on handling escalations and necessary contacts for processing. Serve as part of the stay-behind team to support new mergers with day-to-day process questions and support. Engage in other activities across the acquisition project to support Implementation Managers.

About You

Required : Bachelor's degree and 3 years related experience required. Overnight and / or day travel may be required up to 50% of the time. Skills for success : Strong organizational and planning skills. Excellent communication and interpersonal skills. Ability to deliver high-quality client service. Proficiency in preparing and delivering presentations. Ability to cultivate relationships and manage escalations effectively. Ability to motivate, influence, lead and adapt training skills to others' abilities. Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.

Compensation And Benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve : Medical / dental / vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include : Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

We Value Inclusion And Diversity

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.