TAAS Partners
Website:
taaspartners.com
Job details:
Client - One of the largest WealthTech players
We are looking for a structured, detail-oriented, and collaborative Project Manager to join our M&A team, with a focus on post-acquisition integration and transition. This individual will play a critical role in ensuring the smooth and timely integration of acquired businesses into our organization—across people, processes, technology, and culture.
The ideal candidate brings strong project management capabilities, stakeholder management skills, and the ability to bring structure and momentum to complex, cross-functional efforts.
Key Responsibilities:
- End-to-End Integration Management: Own and drive the integration plan for acquired businesses—covering functions like operations, client servicing, technology, legal, finance, HR, and product.
- Cross-Functional Coordination: Work with internal teams and acquired entity stakeholders to define workstreams, assign ownership, and track deliverables.
- Structured Program Execution: Establish and maintain structured project plans with clear milestones, dependencies, timelines, and accountability.
- Progress Tracking & Reporting: Define and track integration metrics and KPIs. Provide regular updates to the M&A team and senior leadership on progress, risks, and mitigations.
- Risk Identification & Issue Resolution: Proactively identify potential roadblocks in integration and facilitate timely resolution with the relevant teams.
- Cultural & Operational Alignment: Help ensure a smooth cultural transition and alignment between teams by facilitating onboarding, orientation sessions, and knowledge transfer.
- Change Management Support: Act as a change agent to help teams adapt to new structures, tools, and workflows post-acquisition.
- Documentation & Institutionalization: Maintain structured documentation of integration checklists, status trackers, learnings, and post-mortems for continuous improvement.
Required Qualifications:
- 5–8 years of experience in project management, program management, or PMO roles—preferably in fast-paced, cross-functional environments.
- Exposure to post-merger integration, business transformation, or consulting will be an advantage.
- Strong stakeholder management and interpersonal skills; ability to align diverse teams around a common goal.
- Demonstrated ability to manage multiple parallel projects and workstreams with attention to detail and structured execution.
- Proficiency in project management tools (e.g., Asana, Jira, Smartsheet, Excel) and reporting dashboards.
- Excellent communication, problem-solving, and facilitation skills.
- Experience working in matrix organizations and managing across hierarchies.
Preferred Traits:
- Calm under pressure, outcome-oriented, and able to navigate ambiguity.
- Highly organized, proactive, strong ability to learn quickly, and disciplined in execution.
- Strong business acumen and sensitivity to both strategic and operational nuances.
- Highly collaborative with the ability to influence stakeholders without authority towards common goals
- Experience in wealth management industry
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