Job Description

Sia Partners is looking for an experienced integration project manager with financial services knowledge and experience to help successfully manage the diligence and/or integration of acquired entities of our client.  Reporting to the Integration Program Manager and working with the Business Sponsor, Integration team, and a team of dedicated functional experts in Finance, HR, Service, Operations, IT, Risk/Compliance/Legal, and more, you will create and execute the plans to bring each newly acquired entity.  Successful candidates are skilled project managers with broad functional knowledge who can see the big picture while juggling a myriad of details. 

Consulting Skills:

Determining, measuring, assessing all RISK across the workstreams within scope

Form and lead the cross-functional team to create a detailed integration project plan, managing the timeline from start to finish

Financial services industry knowledge is required with background in Wealth and Asset Management being a plus

A strong financial services background, specifically in M&A, Integrations, Conversions as well as familiarity independent broker dealer operations

Through a regular cadence of 1-on-1 meetings and team teleconferences, manage the project to keep the milestones on track and, using sound judgment and excellent teamwork skills, address any issues

Regularly report progress, escalating issues, if necessary, to the Integration management team and/or the Firm Execs (Responsible for managing timelines, uncovering roadblocks, defining critical paths, and identifying resource constraints, and reporting progress for each project)

Define project scope, goals and deliverables that support business M&A goals in collaboration with senior management and stakeholders

Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion

Define project success criteria and disseminate them to involved parties throughout project life cycle

Proactively manage changes in project scope, identify potential risks, and devise contingency plans

At the project's conclusion, help with retrospective analysis to improve our M&A playbooks for the next deal

Business Expertise Skills:

Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment

A high degree of business acumen and experience with mergers and acquisition diligence and integration activities

Demonstrated excellent project management, communication, and teamwork skills

Ability to formulate the big picture while working on project details

Proven success at influencing and leading resources across multiple functions, workgroups, and management levels (demonstrates ability to work independently, as well as, in a team environment. Ability to deal effectively with all employees and external business contacts while conveying a positive, service-oriented attitude.)

Established credibility with upper management

A tolerance for ambiguity and flexibility to changing projects and priorities

Strong written skills

Good judgement (regarding who to involve in what projects)

Financial services industry knowledge is highly value but not required