Senior Manager, Strategy & Transformation (Integration Management Office)

The Team – Strategy & Transformation

Join a team of talented professionals with deep business and finance transformation experience to guide clients through major transactions (M&A, carve outs, IPOs), new system implementations, and organizational challenges. We help organizations develop business strategy and execute on transformation initiatives in the areas of operational accounting, financial process improvement, financial technology enablement, FP&A, and transactions.

  Your Impact

• Deliver strategic advice and solutions to senior and C-Level executives on how to obtain value from major investments and transformations.
• Help companies develop, plan for, and execute complex mergers, acquisitions, divestitures, and restructurings.
• Lead Integration Management Office and Separation Management Office teams and workstreams, working with client stakeholders across multiple companies and investor groups.
• Facilitate client planning sessions ranging from executive and board level meetings to joint integration/separation planning and requirements gathering exercises.
• Lead current state assessments of target companies and build transaction roadmaps.
• Leverage a “roll-up your sleeves” style to develop and execute against clients’ strategic initiatives.
• Manage and coach project teams to deliver complex engagements.
• Develop and manage the performance of junior team members through active coaching, feedback and mentorship.
• Play an active role in business development efforts across all stages (market analysis, client sourcing, relationship building, proposal development, oral presentations).
• Build and maintain meaningful relationships with clients at all levels that are based on integrity and trust.
• Contribute to industry best perspectives on the implications of market trends impacting the M&A market and its stakeholders (e.g. the state of the capital markets, private equity transformation, emerging technology, regulatory winds, etc.).

Your Experience

Minimum Qualifications

• BA/BS in Business, Accounting, Finance, or related discipline
• 8+ years of client-facing experience in a professional services organization,  and/or  highly relevant industry experience (specifically within insurance and/or financial services) in executing complex M&A or restructuring transactions.
• Demonstrated track record of planning and executing large scale integration, separation, or restructuring plans
• Functional experience with the following:
• Standing up and managing major Integration Management Office / Separation Management Office organizations
• Conducting finance, technology, and/or operational due diligence
• Developing pre-legal day 1 (LD1), LD1, and post-LD1 requirements and plans
• Facilitating integration / separation planning sessions around integration blueprints for integration across people, product, technology, data, etc.
• Supporting the development and execution of growth strategies grounded in customer insights, market dynamics, and competitive analysis
• Working across stakeholder groups to develop cross-functional workplans and targets – including groups such as Finance, Technology, Underwriting, Policy Administration, Claims, Actuarial Science, Product, HR, Legal, Risk, Cybersecurity, etc.
• Partnering with product, marketing, and branches to strengthen customer acquisition and retention.
• Developing future state target operating models for the post-LD1 company(ies)
• Technology standup, conversions, and cutovers (including planning, data mapping, development, testing, and go-live)
• Assessing current state operations and processes and designing and implementing interim and permanent processes
• Prior experience working directly with and advising C-Level executives, including experience presenting complex ideas and facilitating executive workshops
• Experience supporting firm growth initiatives including business development, proposals, client orals presentations, etc.
• Experience leading project teams across multiple engagements
• Experience coaching and developing junior team members
• Highly effective interpersonal skills and emotional intelligence
• Willingness to travel at least 25% of the time

  Preferred Qualifications

• Previous experience working within the financial services, private equity, insurance carrier, and / or insurance brokerage industries
• Master of Business Administration (may substitute for business-related undergraduate degree)
• Progressive responsibility in managing client relationships and achievement against business development goals

Determining compensation for this role (and others) at Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law, Highspring believes that the following salary range reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure to be between the range below. The individual may also be eligible for a variety of bonus and financial incentives based on individual and company performance.

Base Compensation Range

$159,102—$244,442 USD

EEO Notice

Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on highspring.com .

Highspring also wants all applicants to know their rights that  workplace discrimination is illegal .

Privacy Notice

Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Highspring”) respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Highspring HR Notice at Collection for California Applicants and Employees  here .
• Virginia residents may access our state specific policies  here .
• Residents of all other states may access our policies  here .
• Canadian residents may access our policies in English  here and in French  here .
• Residents of countries governed by GDPR may access our policies  here .

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Highspring’s use of AI can be found here (). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers.