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Service & Operations Integration Manager

Focus Partners Wealth
CompanyFocus Partners Wealth
CategoryOperations & Admin
LocationSt. Louis; Remote
RemoteRemote
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted22 Jul 2026
Last verified3 Aug 2026
SourceEmployer ATS (greenhouse)
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Description
This role is for Internal Focus Financial Partners or Focus Partners Wealth employees only.    Position Summary  The Service & Operations Integration Manager leads integration efforts supporting mergers and acquisitions from due diligence through post-close implementation of acquired firms into the Service & Operations organization. This role partners closely with Service & Operations Leadership, Onboarding & Integration, Corporate Development, Client Service, Core Operations, Platform Operations, Advisory Leadership, Technology, Compliance, Human Resources, and other business partners to plan, coordinate, and execute successful integrations to the Focus Partners Wealth operating model. The Integration Manager develops M&A integration plans for Service & Operations, manages integration execution, and implements consistent operating models and business processes to support a smooth transition for associates, advisors, and clients. A key focus of this role is coordinating onboarding and training efforts, knowledge transfer, and role readiness during the integration lifecycle. In partnership with Onboarding & Integration and Service & Operations leaders, the Integration Manager supports newly acquired teams through post-close stabilization before transitioning associate development and training to Client Service leadership and the Client Service Training Manager. This includes supporting associate learning and understanding of new workflows, systems, service expectations, and operating procedures. Operating with a high degree of autonomy, the Integration Manager serves as an extension of the Service & Operations Leadership Team, helping ensure integration decisions, operating models, and implementation activities remain aligned with organizational priorities and the Focus Partners Wealth Service & Operations model. As this is a new established role, responsibilities will continue to evolve as the integration program matures and organizational priorities change. The successful candidate will demonstrate flexibility, initiative, and a continuous improvement mindset to help shape the future of Service & Operations integration.   Key Responsibilities  M&A Integration Leadership • Lead Service & Operations integration activities for acquisitions from due diligence and planning through post-close implementation and stabilization. • Partner with Corporate Development and Onboarding & Integration during acquisition planning to assess Service & Operations impacts, integration readiness, and implementation requirements. • Partner with business leaders to assess current-state operating models, business processes, organizational structures, and service models. • Develop integration plans that align acquired firms to the Focus Partners Wealth operating model. • Serve as the primary point of coordination for Service & Operations throughout the integration process. • Provide regular updates to Service & Operations leadership on integration progress, risks, decisions, and resource needs, ensuring timely escalation and informed decision-making. Program & Project Management • Develop and maintain project plans, milestones, timelines, risks, dependencies, and status reporting. • Serve as an extension of Service & Operations Leadership Team representing leadership priorities, facilitating cross-functional alignment for M&A related activities, and ensuring integration activities remain aligned with S&O organization’s model and strategic priorities. • Coordinate activities across Advisory Leadership, Onboarding & Integration (O&I), Corporate Development, Client Service, Core Operations, Platform Operations, Technology, Compliance, Human Resources, and other business partners. • Monitor progress, resolve issues, and e
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