Ascensus

VP, Integration Management (CIT/financial services exp.)

Ascensus • $130K — $180K *
Dresher, PA 19025In-Person
Finance & Insurance
11 - 15 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Minimum 12 years' experience in financial services, with 7 years in a leadership role;
  • Extensive background in the retirement industry;
  • Experience with Collective Investment Trusts (CIT) required;
  • Strong leadership and project management skills;
  • Exceptional written and verbal communication skills;
  • Proven ability to lead and motivate cross-functional teams;
  • Critical analytical and problem-solving abilities.

Responsibilities

  • Collaborate with senior leadership to define integration objectives;
  • Lead cross-functional teams for seamless integration of operations and processes;
  • Develop comprehensive integration plans with timelines and KPIs;
  • Monitor progress and update executive teams and stakeholders;
  • Foster an inclusive culture for integrating employees from acquired companies;
  • Identify integration-related issues and develop resolution strategies;
  • Manage integration project managers to meet deadlines and budgets.

Benefits

  • Opportunities for relocation assistance;
  • Support for a hybrid work environment in Dresher, PA or Newton, MA;
  • Potential consideration for remote candidates on the East Coast;
  • Commitment to a positive organizational culture;
  • Collaboration with senior executives and teams for strategic alignment.
Full Job Description
VP of the Integration Management Office will be responsible for leading and managing the integration of newly acquired companies and migration of outsourced books of business into our organization. This role requires a strategic thinker with: strong leadership skills; extensive retirement industry background; Collective Investment Trust (CIT); and project management experience.

There is only 1 position. Location preference is hybrid Dresher, PA or Newton, MA locations. Remote candidates on the East Coast may be considered. Some relocation assistance available.

Responsibilities:
  • Collaborate with senior leadership to define integration objectives and ensure alignment with the company's strategic vision
  • Lead cross-functional teams to ensure seamless integration of operations, systems, and processes
  • Develop and implement comprehensive integration plans, including timelines, milestones, and key performance indicators (KPIs)
  • Monitor progress and provide regular updates to the executive team and other stakeholders including holding Steering meetings as needed
  • Foster a positive and inclusive culture that supports the successful integration of employees from the acquired company
  • Lead Gap Analysis and MoSCoW assessment in order to shape project scope and timeline.
  • Facilitate communication and collaboration between different departments or teams to ensure smooth integration of processes and systems
  • Identify and resolve integration-related issues or conflicts that may arise
  • Develop and implement strategies to improve integration processes and workflows
  • Ensure data integrity and consistency across different systems and databases
  • Manage integration project managers, to ensure they are completing tasks and delivering on key milestones on time and within budget
  • Where applicable, provide or collaborate to provide training and support to users on new systems or processes
  • Manage relationships with stakeholders, both internal and external, to ensure successful integration
  • A senior executive who oversees the integration of all systems, technologies, processes, and people within an enterprise
  • Provides global operational support, including budget, logistics, and human resources to resolve tactical issues and create location-specific processes
  • Ensures the successful integration of programs and projects, managing risks, issues, and opportunities
  • Develops and implements programs and initiatives to promote social development and integration
  • Serves as a trusted advisor to the COO and those overseeing operations and service to ensure alignment with the organization's mission and strategic plan
  • Ensures the success of acquisitions, strategic investments, partnerships and successfully integrating large-scale partnerships and acquisitions
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients
  • Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day-to-day basis showing your support of our organizational culture


Experience:
  • Minimum twelve years' experience in financial services with at least seven in a leadership role and experience with acquisition integration management. Experience in Retirement industry required.
  • Collective Investment Trust (CIT) experience required (creating, launching or distributing products).
  • Overall leadership of integration projects to ensure they are completed on time and within budget
  • Lead and motivate teams with a focus on collaboration and partnership
  • Effective communication with all levels of the organization
  • Proven written and presentation skills with an emphasis on senior management communication and partnership
  • The ability to identify and resolve integration-related issues
  • Critical thinking, attention to detail and strong analytical skills
  • A strong command for influencing change management and business-readiness
  • Adaptability in a fast-paced and dynamic environment with specific, planned deadlines
  • Ability to bring the right people together to ensure conflict resolution quickly
  • Influence decision-making to ensure the right outcomes against the strategy
  • Willingness to travel
  • Demonstrate the Ascensus Core Values

About Ascensus

Ascensus is a financial services company that provides retirement, health, and education savings plans to individuals and businesses. The company was founded in 1980 and is headquartered in Dresher, Pennsylvania. Ascensus has over 4,000 employees and serves more than 12 million customers nationwide. The company offers a wide range of retirement plan solutions, including 401(k), 403(b), and IRA plans. Ascensus is committed to helping its customers save for retirement and achieve their financial goals. The company has received several awards for its excellent customer service and innovative products.
Learn more about Ascensus
Size
4,000 employees
Industry
Finance & Insurance
Founded
1980
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Ascensus

More Finance & Insurance Jobs

Find similar VP, Integration Management (CIT/financial services exp.) jobs:

NationwideDresher, PA