Head of Strategic Integration

Confidential

Boston, MA

JOB DETAILS
SKILLS
Acquisition Integration, Change Management, Communication Skills, Ecosystems, Financial Services, Leadership, Onboarding, Professional Services, Project/Program Management, Quality Management, Relationship Management, Rich Internet Application (RIA), Sales Management, Strategic Planning, Team Player, Wealth Management, Willing to Travel
LOCATION
Boston, MA
POSTED
4 days ago

Head of Strategic IntegrationAbout the CompanyFast-growing national RIAIndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is seeking a Head of Strategic Integration to play a pivotal role in the firm's expansion strategy. This leadership position is focused on the end-to-end integration of acquired firms, with a primary goal of ensuring a seamless transition for advisors, clients, and employees while maintaining the unique qualities of each firm. The successful candidate will lead a high-performing integration team, serve as a key liaison across the organization, and align internal and external stakeholders to deliver consistent, high-quality outcomes in a fast-paced acquisition environment.Key responsibilities for the Head of Strategic Integration include overseeing the full integration lifecycle, from pre-acquisition diligence to post-close onboarding and optimization. The role demands the ability to build, refine, and scale a best-in-class integration playbook, as well as to lead change management efforts and develop effective communication strategies. The ideal candidate will have a minimum of 10 years' experience in financial services, wealth management, or professional services, with a direct background in leading post-acquisition integrations, particularly within the RIA or wealth management space. A strong understanding of RIA operations, compliance, custodial relationships, and advisor technology ecosystems is essential, as is experience in a high-growth, acquisitive environment. The role requires exceptional project and program management skills, the ability to influence and lead across senior stakeholders, and a collaborative leadership style with a focus on relationship management.Travel PercentLess than 10%FunctionsCorporate DevelopmentOperations

About the Company

C

Confidential

American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans. Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.
COMPANY SIZE
100 to 499 employees
INDUSTRY
Financial Services
WEBSITE
https://www.americanequity.com