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VP – Retirement M&a and Institutional Block Integration Management

VP – Retirement M&a and Institutional Block Integration Management

CompanyAscensus
LocationHorsham, PA, USA, Newton, MA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • Minimum twelve years’ experience in financial services with at least seven in a leadership role and experience with acquisition integration management
  • Overall leadership of integration projects to ensure they are completed on time and within budget
  • Lead and motivate teams with a focus on collaboration and partnership
  • Effective communication with all levels of the organization
  • Proven written and presentation skills with an emphasis on senior management communication and partnership
  • The ability to identify and resolve integration-related issues
  • Critical thinking, attention to detail and strong analytical skills
  • A strong command for influencing change management and business-readiness
  • Adaptability in a fast-paced and dynamic environment with specific, planned deadlines
  • Ability to bring the right people together to ensure conflict resolution quickly
  • Influence decision-making to ensure the right outcomes against the strategy
  • Willingness to travel

Responsibilities

  • Collaborate with senior leadership to define integration objectives and ensure alignment with the company’s strategic vision
  • Lead cross-functional teams to ensure seamless integration of operations, systems, and processes
  • Develop and implement comprehensive integration plans, including timelines, milestones, and key performance indicators (KPIs)
  • Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed
  • Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company
  • Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline
  • Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems
  • Identify and resolve integration-related issues or conflicts that may arise
  • Develop and implement strategies to improve integration processes and workflows
  • Ensure data integrity and consistency across different systems and databases
  • Manage integration project managers, to ensure they are completing tasks and delivering on key milestones on time and within budget
  • Where applicable, provide or collaborate to provide training and support to users on new systems or processes
  • Manage relationships with stakeholders, both internal and external, to ensure successful integration
  • A senior executive who oversees the integration of all systems, technologies, processes, and people within an enterprise
  • Provides global operational support, including budget, logistics, and human resources to resolve tactical issues and create location-specific processes
  • Ensures the successful integration of programs and projects, managing risks, issues, and opportunities
  • Develops and implements programs and initiatives to promote social development and integration
  • Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organization’s mission and strategic plan
  • Ensures the success of acquisitions, strategic investments, partnerships and successfully integrating large-scale partnerships and acquisitions
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture

Preferred Qualifications

  • For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better