Mergers and Acquisitions Lead

Our client is building a scalable, modern technology platform to support rapid growth through acquisition and is hiring a Mergers & Acquisition Lead -
Technical Integration Specialist to own the end-to-end technology strategy for M&A initiatives.

This role sits at the intersection of technology, product, and operations. You’ll be responsible for evaluating incoming firms, shaping integration strategy, and leading execution to bring new organizations onto a unified, secure, and high-performing technology platform. You will serve as the technology owner for post-acquisition integration and vendor rationalization efforts.

• Lead technical due diligence for acquisitions, assessing risk, complexity, and integration readiness
• Design integration blueprints and migration strategies for newly acquired firms
• Partner with business, product, and operations leaders to sequence and execute integration plans
• Review vendor ecosystems, contracts, licensing models, and infrastructure to optimize cost and reduce redundancy
• Own the evolution of the investor digital platform roadmap and ensure alignment to business priorities
• Select, integrate, and govern third-party platforms and tools across the enterprise ecosystem
• Ensure all integrations meet scalability, performance, and security standards
• Build and manage strategic vendor relationships, including renewals, negotiations, and performance reviews
• Create structured onboarding experiences for new advisors and investors joining the platform
• Use data, analytics, and user feedback to continuously improve product adoption and experience
• Define success metrics for platform adoption, engagement, and satisfaction

• 5+ years in product, platform, or technical delivery leadership roles
• Experience working on complex system integrations, platform consolidation, or M&A technology initiatives
• Hands‑on experience with tools like Jira, Confluence, and modern integration platforms
• Strong product mindset with experience delivering digital, user-facing platforms
• Ability to operate at both strategic and execution levels
• Proven stakeholder influence across technical and non-technical teams

• You’ll own the technical foundation that enables the company’s growth strategy
• You’ll shape how acquisitions scale instead of becoming technical debt
• You’ll have real influence over platform strategy, vendor direction, and product experience