Director, M&A Operations
Core
Leading operational execution of book purchase and M&A initiatives from transaction close through successful integration.
Role type
Director, M&A Operations
Builds
Integrated advisor businesses into the organization
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
M&A transaction leadership, cross-functional project management, integration governance, risk mitigation, stakeholder coordination, operating model design, executive reporting, change leadership
Preferred skills
Wealth management industry experience, regulated industry experience, PMP/Prosci/Lean Six Sigma certifications
Technologies
N/A
Responsibilities
Own execution framework for book purchase and Canadian Wealth M&A transactions; Lead transaction planning and execution from signed deal through integration completion; Develop and manage integration roadmaps, project plans, milestones, dependencies, budgets, and resource requirements; Drive execution across concurrent transactions; Identify execution risks and recommend mitigation strategies; Project manage cross-functional transaction teams; Establish clear ownership, timelines, deliverables, and success measures for each workstream; Resolve execution challenges and remove barriers to delivery; Influence leaders and stakeholders at all levels to ensure alignment; Serve as the central point of coordination across all integration activities; Own governance structures supporting M&A and book purchase activities; Lead steering committee meetings, integration reviews, and executive project updates; Maintain enterprise visibility into all active transactions; Prepare concise executive reporting and provide recommendations to support strategic decision-making; Escalate critical issues requiring SVP and President review and approval; Own and continuously enhance the organization's M&A execution playbook and governance framework; Establish standardized methodologies, templates, checklists, and operating procedures; Drive consistency and scalability across all acquisition and integration activities; Incorporate lessons learned from completed transactions into future execution planning; Identify opportunities to improve transaction speed, integration effectiveness, and overall execution quality
Seniority
Director, strategic leadership & cross-functional coordination