SEI Investments

M & A Integration Lead

SEI Investments$120K — $150K *
Oaks, PA 19456In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of significant experience in M&A integration or related transformation roles
  • Proven program management skills with cross-functional initiative execution
  • Strong analytical abilities with experience in data reporting and insights
  • Background in business operations related to partner programs and marketing
  • Excellent communication skills for engaging with senior leadership and managing sensitive situations
  • Ability to influence change and build trusted relationships across organizations
  • Demonstrated process improvement capabilities in multifaceted environments

Responsibilities

  • Lead due diligence and integration programs across multiple mergers and acquisitions
  • Act as the public face of the SEI integration team, staying aligned with business priorities
  • Manage employee onboarding, vendor negotiations, and other operational integration tasks
  • Forge strong partnerships with stakeholders to ensure alignment on integration strategies
  • Conduct discovery sessions for understanding existing operational models
  • Develop and execute transition plans for acquired partners
  • Define and track key performance indicators to evaluate integration outcomes
  • Collaborate on executive reports and dashboards related to integration

Benefits

  • Comprehensive healthcare coverage including medical, dental, and vision
  • 401(k) retirement plan with company match
  • Tuition reimbursement for educational development
  • Flexible Paid Time Off (PTO) policy with 21 days per year
  • Up to 11 paid holidays per year, pro-rated for new hires
  • Supports working parents with paid parental leave and back-up childcare
  • Discounted stock purchase plan and various investment options
  • Access to employee networks and volunteer day opportunities
Full Job Description

M&A Integration Lead

Corporate Development | SEI

SEI’s Corporate Development team is seeking anM&A IntegrationLeadto play a critical role in supporting the growth and long‑termsuccess of acquiredpartner businesses. In this role, you will lead duediligence andintegration efforts fromDay One planning through full execution, ensuring the implementation of scalable,best‑in‑classoperational processes that support deal objectivesand value creation.

You will serve as theprimary integration leaderand coordinator of target due diligence,coordinating acrossSEI business stakeholders and Corporate Development to assess the operational soundness of targets anddesign and execute integration strategies aligned with each acquisition’sobjectives. As the face of the SEI integration team, you will have significant exposure to senior management and keydecision‑makersand will be instrumental in advancing SEI’s broader M&A strategy.

The ideal candidate isactionoriented,impactfocused, and brings deep experience inmerger and acquisitionstrategy andoperationsand integration. You are able tounderstand the broader integration strategy, anticipaterisks, and quickly develop pragmatic mitigation plans. Experience working across multiple SEI business units is a plus.

What you’ll do 

  • Lead and support SEI’s due diligence of targets and integration program across multiple mergers and acquisitions, orchestrating cross‑functional teams through integration planning, execution, value realization, and change management. 

  • Serve as the face of the SEI integration team, staying current on evolving partner strategies, business priorities, and broader operational initiatives. 

  • Manage multiple work streams including employee onboarding, negotiation of vendor contracts, assignment of interests and other operational matters necessary for successful integration.  

  • Build strong partnerships with deal stakeholders to align on operating models, integration strategy, execution plans, progress, risks, and key decisions. 

  • Facilitate integration discovery sessions to understand current‑state operating models and partner ecosystems. 

  • Develop and execute partner transition plans, including partner overlap analysis, contract reviews, partner onboarding and sunsetting, communications, and change management. 

  • Define, implement, and communicate key performance indicators to measure integration impact on revenue, capacity, and partner experience. 

  • Design and collaborate on executive‑level reporting and dashboards. 

  • Support acquisition communications and enablement efforts to drive awareness, adoption, and action. 

  • Foster authentic, trusted relationships with acquired companies and partners, supporting a thoughtful change management approach that enhances employee and partner experience. 

  • Implement scalable, repeatable operational processes and drive continuous improvement initiatives. 

  • Enhance and maintain the SEI Corporate Development integration playbook, incorporating lessons learned from each acquisition. 

  • Establish credibility and trust across the organization at all levels; be viewed as a collaborative, analytical, and effective team member. 

  • Plan and coordinate all aspects of integration from initial stakeholder engagement through post‑close systems training and conversion.

  • Partner closely with the M&A team and sellers to tailor integration plans that support employee engagement and business performance.

  • Monitor, update, and present weekly integration milestone and status reporting to senior leadership.

What you bring 

Professional experience and skills 

  • M&A / Integration Experience: Significant experience in M&A integration or related transformation initiatives, including strategy or operations or related consulting roles. 

  • Program Management: Proven ability to plan and execute complex, cross‑functional initiatives; strong influencing skills and comfort working under tight deadlines. 

  • Data & Analytics: Experience with data analysis, reporting, and translating insights into business impact. 

  • Business Operations: Background in operational functions such as partner programs, onboarding, growth, marketing, lead or deal registration, partner portals, and/or co‑selling models. 

  • Executive Communication: High EQ, low ego. Strong written and verbal communicator with the ability to engage senior leaders and manage complex or sensitive situations. 

  • Influence & Change Leadership: Ability to build trusted relationships, creatively drive consensus, and act as a change ambassador across organizations. 

  • Process Improvement: Demonstrated ability to analyze, optimize, and implement improved processes in cross‑functional environments. 

 

Attributes we value 

  • Hardworking, thoughtful, and solution‑oriented 

  • Collaborative team player with strong integrity and judgment 

  • Clear communicator and active listener 

  • Ability to multi-task in a high-pressure environment 

  • Strong execution skills 

  • Highly organized

  • Self‑aware, open‑minded, and committed to continuous improvement

  • Strategic, innovative, adaptable, and impactful

  • A positive influence and team builder

SEI’s competitive advantage:

To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. 

Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more.

About SEI Investments

SEI Investments is a financial services company that provides investment processing, investment management, and investment operations solutions to institutional and personal wealth management clients. The company was founded in 1968 and is headquartered in Oaks, Pennsylvania. SEI Investments has a global presence with offices in North America, Europe, and Asia. The company's investment management solutions include mutual funds, exchange-traded funds (ETFs), and separately managed accounts. SEI Investments also provides technology solutions to financial institutions, including wealth management platforms and outsourcing services.
Learn more about SEI Investments
Size
4,371 employees
Market Cap
$7.8 billion
Industry
Net Income
$447.2 million
Founded
1968
5 Year Trend
+6.5%
Revenue
$1.6 billion
NASDAQ

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