Head of Merger Integration Management Office

• Bachelor’s degree required; MBA preferred.

Kestra Holdings Website:

The Head of Merger & Integration Management Office is responsible for leading and executing the integration of acquired financial advisory firms into Blue spring’s regional platforms. This role will oversee all aspects of mergers, sub-acquisitions, and post-merger integration, ensuring that financial, operational, cultural, and technological synergies are realized efficiently and effectively. The ideal candidate will have deep expertise in M&A integration, strong leadership skills, and the ability to collaborate cross-functionally to drive seamless transitions that enhance advisor and client experience.

• Integration Strategy & Execution:
  Develop and execute comprehensive integration plans for acquisitions and sub-acquisitions, ensuring alignment with Blue spring’s growth objectives.
• Participate in due diligence and pre-merger planning to identify risks, synergies, and operational efficiencies. Lead post-merger integration activities, ensuring smooth transitions for people, processes, systems, and technology.
• Track and report on key integration milestones, financial performance, and synergy realization.
• M&A Leadership:
  Partner with corporate development and executive leadership to lead post-close integration efforts for mergers and sub-acquisitions. Ensure operational, cultural, and technological alignment across all entities.
• Stakeholder Management & Leadership:
  Act as the primary point of contact for integration efforts, coordinating with executives, functional leaders, and external advisors. Build and lead cross-functional integration teams, including Finance, HR, IT, Legal & Compliance, and Operations. Communicate integration progress, risks, and challenges to senior leadership and key stakeholders.
• Change Management & Cultural Alignment:
  Develop and implement strategies to ensure cultural alignment between merging entities. Establish communication and training programs to support employees through the transition. Address and resolve integration-related conflicts, ensuring a unified company culture.
• Process Optimization & Performance Measurement:
  Identify opportunities to streamline operations and optimize business processes post-merger. Establish metrics to measure integration success and ensure continuous improvement. Conduct post-integration reviews and apply learnings to future M&A activities.

• Experience in Wealth Management and/or RIA industry in a growth-oriented role.
• Proven track record of successfully managing large-scale strategic initiatives or integrations in complex organizations.
• Strong leadership, project management, and problem-solving skills.
• Excellent communication and stakeholder management abilities.
• Experience in change management and cultural integration.
• Familiarity with legal frameworks, operational due diligence, and synergy modeling.
• Will lead Office of Integration Management and cross-functional integration teams.
• 10+ years of experience in wealth management, financial advisory services, or a related industry, with a strong track record of driving business transformation.
• 5+ years of M&A/Integration experience.

• Successfully integrate all assigned acquisitions within agreed timelines and budgets.
• Achieve advisor retention rate of 95% or higher post-integration.
• Ensure 100% compliance with regulatory and fiduciary standards during integration.
• Deliver operational cost synergies as outlined in M&A business case.
• Implement standardized technology platforms across all integrated firms.

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful…