M & A Integration Lead

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 integration 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
  
  

• Ability 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) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI.


SEI is an Equal Opportunity Employer and so much more...

After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks.


SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.

AI Acceptable Use in the application and interview process:

SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.