Ascensus

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

Ascensus • $150K — $180K *
Newton, MA 02458In-Person
Finance & Insurance
11 - 15 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 12+ years in financial services, 7+ in leadership roles
  • Experience managing acquisition integrations, particularly in retirement industry
  • Must have Collective Investment Trust (CIT) experience
  • Strong project management and leadership skills
  • Excellent communication skills for engaging with senior management

Responsibilities

  • Collaborate with leadership to align integration objectives with strategic vision
  • Lead cross-functional teams for smooth operational integration
  • Develop and execute detailed integration plans with KPIs
  • Monitor and report progress to executives and stakeholders
  • Foster an inclusive culture for integrating new employees
  • Conduct Gap Analysis and MoSCoW assessments for project scope
  • Manage integration project managers to ensure timely milestone delivery

Benefits

  • Hybrid work option available in Dresher, PA or Newton, MA
  • Remote opportunities for East Coast candidates
  • Relocation assistance offered
  • Focus on fostering a positive and inclusive workplace culture
  • Commitment to organizational values and core principles
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

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