Lido Advisors, LLC, an established and expanding wealth management firm, is seeking an experienced and knowledgeable Vice President, Integrations to join our team. 

The Vice President, Integrations will play a key role in managing and guiding a smooth integration process of new partnerships and advisors.  This role is crucial in ensuring a seamless and efficient transition post-merger, aligning with the organization's long-term goals, and minimizing potential disruptions. The VP will work closely with key stakeholders, including leadership teams, to integrate new partnerships and advisors seamlessly while maintaining operational efficiency and ensuring the newly integrated teams are aligned with the company's culture and business objectives.

Key Responsibilities: 

- Manage integrations end to end as assigned.

- Define needs, identify gaps and synergies, issues and concerns unique to each integration and incorporate into overall change management plans. 

- Coordinate the development of stakeholder engagement plans to support the communication of business information and decisions. 

- Engage with senior management within Lido and integration partners to report on integration progress. 

- Coordinate and collaborate with internal partners and new firms for integrations projects. 

- Provide on-site support to build and develop strong relationships with team members. Address integration-related concerns and resolve issues in a timely and effective manner. 

- Lead diligence and discovery efforts on-site and lead any integrations meeting needed. 

- Help maintain an integration playbook that serves as a base for future partnerships. 

- Ensure all integration processes maintain a client-first focus, prioritizing client experience throughout the transition process.  

- Ensure continuous improvement by tracking lessons learned and identify opportunities to improve the integration process for future partnerships. 

- Maintain a deep understanding of industry best practices and seek opportunities to implement them into integration processes.  

Education: 

- Bachelor’s degree in Finance, Accounting, Business Administration, or related field (required). 

Experience: 

- At least 5 years of professional experience, including broad business experience and specific ownership of M&A /integration activities. 

- Understanding of wealth management lifecycle. 

- Knowledge of the wealth management industry is required, and M&A experience in wealth management is preferred 

Skills: 

- Strong project management skills, with experience navigating cross-functional teams. 

- Excellent communication and stakeholder management abilities. 

- Strong problem-solving skills and attention to detail. 

- Ability to work in a fast-paced, high-pressure environment. 

- Proficiency with MS Office (Excel, PowerPoint, Word) and project management software (e.g., Smartsheet, Trello, MS Project, Asana). 

Personal Attributes: 

- Strategic thinker with an ability to see the big picture while managing day-to-day operational details. 

- Highly organized and results-driven, with a focus on delivering value during the integration process. 

- Adaptability and resilience, able to handle changes and ambiguity during the integration process. 

- Ability to successfully manage multiple complex initiatives and work streams in parallel and delivering results against time sensitive deadlines 

Travel: 

- Travel required ~40% 

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. 

In addition, we do not discriminate against qualified applicants with arrest or conviction records. 

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