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M & A Integration Lead

SEI Private Trust Company · Pennsylvania

📍 USA - PA - Oaksvia workday
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M&A Integration Lead   Corporate Development | SEI   SEI’s Corporate Development team is seeking an   M&A Integration   Lead   to play a critical role in supporting the growth and   long ‑ term   success of   acquired   partner businesses. In this role, you will lead   due   diligence and   in tegration efforts from   Day One planning through full execution , ensuring the implementation of scalable,   best ‑ in ‑ class   operational processes that support deal   objectives   and value creation.   You will serve as the   primary integration leader   and coordinator of target due diligence ,   coordinating across   SEI business stakeholders and Corporate Development to   assess the operational soundness of targets and   design and execute integration strategies aligned with each acquisition’s   objectives . As the face of the SEI integration team, you will have significant exposure to senior management and key   decision ‑ makers   and will be instrumental in advancing SEI’s broader M&A strategy.   The ideal candidate is   action ‑ oriented ,   impact ‑ focused , and brings deep experience in   merger and acquisition   strategy and   operations   and integration. You   are able to   understand the broader integration strategy,   anticipate   risks, and quickly develop pragmatic mitigation plans. Experience working across multiple SEI business units is a plus.   What you’ll do   Lead and support SEI’s   due diligence of targets and   integration program across multiple mergers and acquisitions, orchestrating   cross ‑ functional   teams through integration planning, execution, value realization, and change management.   Serve as the face of the SEI integration team, staying current on evolving partner strategies, business priorities, and broader operational initiatives.   Manage multiple work streams including employee onboarding, negotiation of vendor contracts,   assignment of interests and other operational matters necessary for successful integration.     Build strong partnerships with deal stakeholders to   align on   operating models, integration strategy, execution plans, progress, risks, and key decisions.   Facilitate integration discovery sessions to understand current ‑ state operating models and partner ecosystems.   Develop and execute partner transition plans, including partner overlap analysis, contract reviews, partner onboarding and sunsetting, communications, and change management.   Define, implement, and communicate key performance indicators to measure integration impact on revenue, capacity, and partner experience.   Design and collaborate on executive ‑ level reporting and dashboards.   Support acquisition communications and enablement efforts to drive awareness, adoption, and action.   Foster authentic, trusted relationships with acquired companies and partners, supporting a   thoughtful change   management approach that enhances employee and partner experience.   Implement scalable, repeatable operational processes and drive continuous improvement initiatives.   Enhance and maintain the SEI Corporate Development integration playbook, incorporating lessons learned from each acquisition.   Establish credibility and trust across the organization at all levels; be viewed as a collaborative, analytical, and effective team member.   Plan and coordinate all aspects of integration from initial stakeholder engagement through post ‑ close systems training and conversion.   Partner closely with the M&A team and sellers to tailor integration plans that support employee engagement and business performance.   Monitor, update, and present weekly integration milestone and status reporting to senior leadership.   What you bring   Professional experience and skills   M&A / Integration Experience:   Significant experience   in M&A integration or related transformation initiatives, including strategy   or   operations   or   related   consulting roles.   Program Management:   Proven ability to plan and execute complex, cross ‑ functional initiatives; strong influencing skills and comfort working under tight deadlines.   Data & Analytics:   Experience with data analysis, reporting, and translating insights into business impact.   Business Operations:   Background in operational functions such as partner programs, onboarding, growth, marketing, lead or deal registration, partner portals, and/ or co ‑ selling   models.   Executive Communication:   High EQ, low ego. Strong written and verbal communicator with the ability to engage senior leaders and manage complex or sensitive situations.   Influence & Change Leadership:   Ability to build trusted relationships, creatively drive consensus, and act as a change ambassador across organizations.   Process Improvement:   Demonstrated ability to analyze, optimize, and implement improved processes in cross ‑ functional environments.   Attributes we value   Hardworking, thoughtful, and solution ‑ oriented   Collaborative team player with strong integrity and judgment   Clear communicator and active listener   A bility to multi-task in a high-pressure environment   Strong execution skills   Highly organized   Self ‑ aware, open ‑ minded, and committed to continuous improvement   Strategic, innovative, adaptable, and impactful   A positive influence and team builder   SEI’s competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.  Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) mat

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