Vice President, Integrations - Remote

Overview

Lido Advisors, LLC, an established and expanding wealth management firm, is seeking an experienced and knowledgeable Vice President, Integrations to join our team.

In Short

• Manage integrations end to end as assigned.
• Define needs, identify gaps and synergies, issues and concerns unique to each integration.
• Coordinate the development of stakeholder engagement plans.
• Engage with senior management to report on integration progress.
• Coordinate and collaborate with internal partners for integration projects.
• Provide on-site support to build relationships and address integration-related concerns.
• Lead diligence and discovery efforts on-site.
• Help maintain an integration playbook for future partnerships.
• Ensure all integration processes maintain a client-first focus.
• Track lessons learned and identify opportunities for improvement.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• At least 5 years of professional experience in M&A/integration activities.
• Understanding of wealth management lifecycle.
• Knowledge of the wealth management industry and M&A experience preferred.
• Strong project management skills.
• Excellent communication and stakeholder management abilities.
• Strong problem-solving skills and attention to detail.
• Ability to work in a fast-paced environment.
• Proficiency with MS Office and project management software.

Benefits

• Equal opportunity employer.
• Consideration for all applicants without discrimination.