Senior Manager, HR M&A Integration

About the Company

Our client is a leading financial services platform supporting independent wealth management firms across the United States. The organization provides technology, operations, compliance, and business support that enable advisory firms to scale efficiently while maintaining strong client service and regulatory standards.

Through an active acquisition strategy, the business completes multiple transactions each year and integrates newly acquired firms into its operating platform. This creates a fast-paced, high-volume M&A environment where HR integration is critical to ensuring seamless employee transitions, accurate data migration, and a consistent Day 1 experience.

About the Role

We are seeking a Senior Manager, HR M&A Integration to lead HR integration activity across a high-volume acquisition environment within wealth management. This role partners closely with M&A, HR, Payroll, Benefits, Legal, Technology, and business stakeholders to ensure smooth, compliant, and employee-focused transitions. The role owns HR due diligence, Day 1 readiness, onboarding, and post-close integration across multiple acquisitions each year, while improving integration frameworks and governance.

Key Responsibilities

• Lead HR workstreams across M&A transactions, including due diligence, Day 1 readiness, onboarding, and post-close integration
• Partner with M&A and business leaders to align on timelines, workforce risks, communications, and escalation paths
• Conduct HR due diligence, identifying workforce, compliance, and organizational risks and providing recommendations
• Manage employee data collection, validation, and onboarding setup across HRIS, Payroll, and Benefits
• Coordinate employment agreements and offer documentation with Recruiting and Legal
• Ensure accurate payroll, benefits enrollment, and HR system setup for acquired employees
• Design and execute Day 1 onboarding communications and employee experience
• Build and manage Day 1–Day 100 integration plans, tracking milestones, dependencies, and issues
• Provide leadership updates on progress, risks, and key decisions
• Develop and improve HR M&A playbooks, templates, and governance tools
• Support post-close stabilization and transition into ongoing HR operations and HRBP support

Qualifications

• 7+ years HR experience, ideally with HR Business Partner and broad HR generalist exposure
• Experience supporting M&A or complex organizational change initiatives
• Strong cross-functional stakeholder management across HR, Payroll, Benefits, Legal, and M&A teams
• Comfortable working with employee data, HRIS/payroll systems, and Excel-based tracking and reconciliation
• Strong communication skills with ability to drive alignment and execution in fast-paced environments