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Choreo · 2 months ago

Director of Integration Management

Charlotte, NC (Hybrid)

Full-time

Hybrid

Director/Executive

7+ years exp

Choreo is a wealth management firm focused on servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning. The Director of Integration Management is responsible for designing and executing the firm's post-acquisition integration strategy, ensuring smooth onboarding of newly acquired firms into the organization's structure and culture.

Advice

Responsibilities

Design and own the Integration Management Framework

Partner with Corporate Development to participate in due diligence and shape the integration plan pre-close

Lead the Integration Steering Committee to ensure cross-functional visibility and accountability

Define the integration phases (Day 1 readiness, 30/60/90-day plan, and full assimilation), and develop and maintain the Integration Playbook for repeatable success

Build and lead a small but mighty IMO team capable of managing multiple integrations simultaneously

Define clear roles and responsibilities across departments (Finance, Ops, HR, IT, Marketing) for each integration effort, and provide leadership, coaching, and clarity to cross-functional leads

Develop Day 1 communication and change management plans with Marketing/Communications department

Identify risks and dependencies early and develop mitigation strategies

Drive execution of integration plans across all functions (operations, HR, compliance, client service, marketing, and technology)

Ensure employee and client transition plans are executed effectively

Track progress against KPIs: client retention, advisor retention, technology migration, and culture metrics

Oversee onboarding of acquired team members, systems, and processes

Serve as a culture ambassador, ensuring the integration process honors Choreo’s values

Develop communication strategies and feedback loops to monitor engagement and sentiment

Partner with HR and Internal Communications to reinforce shared values and leadership alignment

Analyze outcomes of each integration to refine playbooks and lessons learned

Maintain dashboards and executive reports on integration performance and pipeline health

Qualification

M&A integrationProgram managementFinancial services operationsChange management frameworksProject managementRelationship managementCultural integrationLeadership skillsCommunication skillsAttention to detail