Director Of Integration Management
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 :
- 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
Build and lead a small but mighty IMO team capable of managing multiple integrations simultaneously.Define clear roles and responsibilities across departments (Finance, Ops, HR, IT, Marketing) for each integration effort, and provide leadership, coaching, and clarity to cross-functional leads.Acquisition Process Ownership
Develop Day 1 communication and change management plans with Marketing / Communications department.Identify risks and dependencies early and develop mitigation strategies.Drive execution of integration plans across all functions (operations, HR, compliance, client service, marketing, and technology).Ensure employee and client transition plans are executed effectively.Track progress against KPIs : client retention, advisor retention, technology migration, and culture metrics.Oversee onboarding of acquired team members, systems, and processes.Change Management & Culture Integration
Serve as a culture ambassador, ensuring the integration process honors Choreo's values.Develop communication strategies and feedback loops to monitor engagement and sentiment.Partner with HR and Internal Communications to reinforce shared values and leadership alignment.Continuous Improvement & Reporting
Analyze outcomes of each integration to refine playbooks and lessons learned.Maintain dashboards and executive reports on integration performance and pipeline health.Basic Qualifications :
7+ years of experience in M&A integration, business operations, or program managementideally in financial services, RIA, or wealth managementBachelors degree required, with a strong project management and process design background (PMP, Lean, or similar certification a plus)Proven experience managing multiple complex integrations concurrentlyStrong understanding of financial services operations, compliance, and client service modelsExceptional leadership, communication, attention to detail and relationship management skillsPreferred Skills :
Prior experience leading or building an Integration Management Office (IMO) or Post-Merger Integration (PMI) functionDeep understanding of RIA M&A dynamics, cultural integration, and advisor transitionsFamiliarity with change management frameworks (Prosci, ADKAR, etc.)Strong financial acumen and ability to translate strategic goals into operational executionIntegrator mindset : structured, steady, operationally groundedEmpathic leader who builds trust with acquired teamsSystem thinker who can simplify complexityCultural translator who balances data with human understandingResults-oriented and relentless about clarity, alignment, and accountabilityEmployee 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 :
Competitive salary and bonus planCompetitive medical, dental, and vision plansBasic life and disability coverage401(k) matching programFinancial support for approved designations and coursesTechnical, leadership, sales training opportunitiesUnlimited, discretionary time offPaid parental leaveChoreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.
