Senior Project Manager

Role Description

The Integration Management Office (IMO) Senior Project Manager is responsible for leading and managing complex M&A integration programs within the organization, specifically for the GBS Financial business line and practices. The role involves coordinating cross-functional teams, ensuring seamless integration of processes, systems, and cultures, and delivering programs on time and within budget. The Senior Program Manager will work closely with stakeholders and leaders to align integration activities with business objectives and strategic goals.

How you'll make an impact

• Program Leadership:
  • Lead the M&A due diligence and integration processes from the signing of the offer (term sheet/LOI), ensuring a structured and strategic approach to discovery, planning and execution.
  • Develop and implement a detailed integration roadmap that begins at the term sheet stage, aligning with organizational goals and strategic priorities.
  • Develop comprehensive program plans, including scope, timelines, resources, and budgets.
  • Monitor program progress and adjust as necessary to ensure successful completion.
  • Ensure sustained engagement and alignment of cross-functional teams throughout the entire M&A lifecycle, from initial offer to full integration and beyond.
  • Oversee post-integration management and leadership activities, ensuring that integration efforts achieve long-term business objectives and cultural alignment.
  • Lead and manage multiple integration programs simultaneously, ensuring alignment with organizational goals.
• Stakeholder Management:
  • Collaborate with senior leadership, business and operations leads, external advisors and merger partners to define integration objectives and deliverables.
  • Facilitate communication and collaboration among cross-functional teams to ensure alignment, drive decision-making, and resolve conflicts.
  • Provide regular updates to program and IMO stakeholders on program status, risks, issues, and changes.
• Risk Management:
  • Identify potential risks and develop mitigation strategies to minimize impact on program outcomes.
  • Conduct regular risk assessments and implement corrective actions as needed.
  • Conduct risk and issue escalations as required.
• Process Improvement:
  • Analyze existing processes and systems to identify opportunities for improvement and optimization.
  • Implement best practices and standardized methodologies to enhance due diligence and integration efficiencies and effectiveness.
• Change Management:
  • Develop and execute change management plans to support successful integration and adoption of new processes and systems.
  • Provide support for new merger partners to facilitate smooth transitions.
• Performance Measurement:
  • Establish key performance indicators (KPIs) to measure integration success and track progress.
  • Conduct integration evaluations to identify lessons learned and areas for improvement.

Qualifications

• Bachelor’s degree in business administration, Project Management, or a related field; master’s degree preferred.
• Extensive experience in project management, with a focus on M&A integration.
• Background or experience managing projects in the financial consulting space – i.e., wealth management, retirement plan consulting, executive benefits, investment consulting (defined benefits, defined contribution), life and annuity brokerage and underwriting, etc.
• Strong leadership and team management skills.
• Excellent oral and written communication and interpersonal skills.
• Proficiency in project management software and tools; Planview ProjectPlace experience preferred but not required.
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities.

Requirements

• Industry knowledge.
• PMP or similar project management certification is a plus.

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance.
• 401(K) and Roth options.
• Tax-advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.
• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing.
• Charitable matching gift program.
• And more...