Director of Integration Management

Job Description

Job Description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

The Director of Integration Management is responsible for designing, leading, and executing the firm's post-acquisition integration strategy. This role ensures that every newly acquired firm or team is smoothly onboarded into the organization's structure, culture, technology, and client service model.

The Director of Integration Management will serve as the central orchestrator between Corporate Development, Operations, Human Capital, Finance, Technology, Legal & Compliance, Marketing, Investment Strategy and the Executive Leadership team, translating M&A strategy into operational reality. Their mission is to build and lead a repeatable, scalable integration playbook that delivers consistent outcomes : employee integration success retention, growth, and cultural alignment.

Primary Responsibilities :

Integration Strategy

• Design and own the Integration Management Framework.
• Partner with Corporate Development to participate in due diligence and shape the integration plan pre-close.
• Lead the Integration Steering Committee to ensure cross-functional visibility and accountability.
• Define the integration phases (Day 1 readiness, 30 / 60 / 90-day plan, and full assimilation), and develop and maintain the Integration Playbook for repeatable success.

Leadership & Team Management

Acquisition Process Ownership

Change Management & Culture Integration

Continuous Improvement & Reporting

Basic Qualifications :

Preferred Skills :

Employee Benefits

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer :

​​ Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.