The Mather Group, LLC · 2 days ago
Wealth Management Project Manager - M&A Integrations
Chicago, IL
Full-time
Onsite
Senior Level
$120K/yr - $135K/yr
5+ years expThe Mather Group, LLC is seeking a Project Manager to lead the seamless integration of newly acquired wealth management firms into their organization. This role involves overseeing day-to-day integration efforts and supporting key strategic initiatives to ensure operational excellence and growth.
Financial Services
Hiring Manager
Rob Almeida
Responsibilities
Lead the planning and execution of M&A integrations from due diligence through full integration, coordinating across all functional departments
Serve as the primary day-to-day point of contact for newly acquired firms during the integration process
Develop detailed project plans, timelines, and deliverables; track progress and manage interdependencies and risks
Ensure all integration milestones are achieved on time and aligned with strategic objectives set by the COO and executive leadership
Support execution of firmwide strategic initiatives, including technology implementations, process optimization, and organizational change projects
Define project scope, requirements, and success metrics; facilitate collaboration across departments and functional leads
Conduct stakeholder interviews and working sessions to understand business needs, uncover process gaps, and define operational requirements
Document business processes, identify improvement opportunities, and support development of scalable SOPs and playbooks
Provide consistent reporting, updates, and decision-support materials to the COO and senior leadership team
Drive accountability across teams, facilitate resolution of roadblocks, and ensure projects are completed on time and within scope
Help build and continuously improve the firm’s M&A integration framework, templates, and tools to support repeatable, scalable integration practices
Qualification
Required
Bachelor's degree in Business, Finance, Operations, or related field
5+ years of experience leading M&A integrations, tech implementations, and strategic initiatives
Proven success managing organizational change in complex, fast-paced environments
Deep knowledge of project management tools and methodologies
Consistent track record of delivering cross-functional projects on time, within scope, and within budget
Strong analytical and problem-solving skills with sharp attention to detail
Confident communicator with executive presence and the ability to influence across levels
Skilled at navigating competing priorities and driving alignment across functions
Self-starter with strong ownership mentality and accountability for outcomes
Excellent at building relationships, resolving conflict, and leading through ambiguity
Able to manage multiple projects simultaneously under tight deadlines
Clear and effective in written communication and executive-level reporting
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Visio)
Preferred
PMP strongly preferred
Prior PM experience in the wealth management or financial services industry strongly preferred
Experience with Smartsheet or similar platforms is a plus
Company
The Mather Group, LLC
You don’t get one advisor, you get The Mather Group.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Vistria Group
2022-04-06Private Equity
Leadership Team
Jennifer des Groseilliers
Chief Executive Officer
John Laurito
Chief Growth Officer
Recent News
2025-10-21
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