Senior Director of Integration at CAPTRUST Financial Advisors

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Full Time

Start Date

Immediate

Expiry Date

13 Jan, 26

Salary

0.0

Posted On

15 Oct, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mergers And Acquisitions, Cross-Functional Leadership, Project Management, Process Optimization, Cultural Assimilation, Integration Strategy, Stakeholder Management, Communication Skills, Organizational Skills, Interpersonal Skills, Financial Services, RIA Industry Knowledge, Change Management, Employee Engagement, Operational Excellence, Best Practices

Industry

Financial Services

Description

Overview WHO are we looking for? CAPTRUST is looking for a Senior Director of Integration to be responsible for leading the end-to-end integration of acquired firms into CAPTRUST’s operational, cultural, and strategic framework. This role is critical to ensure that each acquisition enhances the firm’s value proposition while preserving the client experience and employee engagement. This role will oversee a team of integration professionals, manage cross-functional initiatives, and serve as a key liaison between acquired firms and internal stakeholders. The ideal candidate will bring deep experience in mergers and acquisitions (M&A) integration, strong cross-functional leadership, exceptional project management capabilities, the ability to navigate complexity with empathy and precision, along with a deep understanding of the RIA industry. Responsibilities Strategic Leadership | Cross-Functional Execution | Team & Stakeholder Management Project Management | Process Optimization | On-Site Engagement Lead the firm-wide integration strategy for newly acquired firms, ensuring alignment with CAPTRUST’s long-term growth objectives and cultural values Serve as the primary liaison between acquired firms and internal stakeholders, fostering trust and transparency throughout the integration lifecycle Lead on-site integration efforts during key phases to support onboarding, training, and cultural assimilation, with frequent travel as needed Oversee multiple integration projects concurrently, from due diligence through post-close execution, ensuring timely and effective delivery Partner with senior leaders across operations, technology, HR, compliance, marketing, and finance to align resources and drive seamless transitions Build and lead a high-performing integration team, promoting collaboration, accountability, and continuous development Provide regular updates to executive leadership on integration progress, risks, and outcomes, ensuring visibility and alignment at all levels Champion cultural alignment and change management initiatives to support employee engagement, retention, and one unified practice Identify, implement, and refine best practices, systems, and workflows to scale integration capabilities and support increasing acquisition volume Ensure continuity of advisory services, client support and operational excellence throughout the integration process Facilitate effective documentation and handoffs to business units’ post-integration to ensure long-term success Qualifications Bachelor’s degree, preferably in Business, Finance, or related field; MBA is a plus 10+ years of experience in financial services, with a strong background in M&A integration or strategic operations Desired Qualifications/Skills: Deep knowledge of the RIA/Wealth Management industry, including regulatory, operational, and client service dynamics Proven ability to lead complex, cross-functional projects in a fast-paced environment Exceptional communication, organizational, and interpersonal skills Experience with financial technology platforms (e.g., CRM, portfolio management systems, etc.) is a plus WHAT can you expect from your career at CAPTRUST? Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we value our team. Some benefits include: Company discretionary bonus Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms. Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods. Paid time off (PTO) or Paid Sick Leave (PSL) WHERE will you be working? Any CAPTRUST office location HOW do we build a world class organization one brick at a time? We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you. Are you the next brick? To get it done the CAPTRUST Way, an individual should exhibit the following characteristics: Ability to build successful, collaborative, and trusting relationships Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges Inherent desire to give back to our communities and enrich the lives of those around us An other-centered mindset Integrity through maintaining objectivity EEO/Diversity Statement: At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. This position will remain open until filled. #director

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Responsibilities

Lead the firm-wide integration strategy for newly acquired firms, ensuring alignment with CAPTRUST’s long-term growth objectives and cultural values. Oversee multiple integration projects concurrently, ensuring timely and effective delivery while fostering trust and transparency throughout the integration lifecycle.