M&A Integration Director

National Financial Partners Corp. New York , NY 10007

Posted 11 months ago


As part of the M&A Integration group, this position has primary responsibility to work as part of a team recommending, organizing, planning and managing projects and/or programs to effectively integrate business operations, achieve and monitor post acquisitions results with respect to all business functions, and help develop overall transition strategy and analysis for NFP. This position will have the opportunity to work directly with management during the initial phases after an acquisition.

The Director will focus on planning for and executing on integration strategies for ensuring a smooth transition of newly acquired operations. Will work with Integration Management Office (IMO) team to spearhead analytical support and develop work processes, measurement and monitoring tools to guide post-acquisition efforts for determining success of the integration process. The Director will have critical interaction with key members of NFPs Corporate operational teams and be required to drive the process forward to help achieve NFP's strategic plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily.

  • Assist in managing the IMOs strategic initiatives

  • Work with IMO team to identify end-to-end integration needs for new acquisitions

  • Plan, coordinate and execute integration strategies for newly acquired entities

  • Work with and organize a team of cross functional resources to efficiently and effectively integrate acquisitions into NFP's operations

  • Prepare communications and documents to deliver process and structure to new acquisitions

  • Assign and track integration tasks and performance to plan

  • Develop, track and report on business KPIs

  • With M&A: Review and track pipeline of new acquisitions

  • With IMO Leadership: Ensure all new acquisitions are fully integrated

  • With IMO Leadership: Push integration initiatives to track against project timelines


  • Experience in the operational integration of mergers & acquisitions is strongly preferred

  • Balance of project management, conflict resolution and people management skills

  • Excellent verbal and written communication skills

  • Attention to detail, process driven and highly organized

  • Positive attitude and team player with the ability to self-motivate

  • High level of integrity and strict adherence to protecting confidential information

  • Good organizational and planning skills, with a proven ability to manage time well in a fast-paced, ever-changing, team-oriented environment

  • Ability to effectively utilize Microsoft Word, Excel and PowerPoint


  • Bachelor's degree
  • 4-7 years of professional experience in an operational function
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M&A Integration Director

National Financial Partners Corp.