M&A Integration Business Manager

Kestra • Austin, TX

1d

About The Position

Lead with Purpose. Partner with Impact. Bluespring Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class wealth managers who provide financial planning and investment services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business expertise and strategic investments in key areas of growth.
Bluespring is a wholly owned subsidiary of Kestra Holdings, a holding company that consists of three leading wealth management services businesses that collectively support more than $112bn in AUA and 1,300 independent financial advisors.
As the Business Integration Manager, you will lead the integration of acquired companies, ensuring a seamless transition across systems, processes, teams, and cultures. You will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success.

Requirements

• 4-year degree; MBA desirable.
• 5+ years of experience in wealth management, financial advisory services, or a related industry, with a strong track-record of merger and integration success.
• Experience in the wealth management industry, ideally within a growth‑oriented, change‑driven, or integration-focused role.
• Strong understanding of the M&A lifecycle, including due‑diligence, integration planning, and post‑close operational alignment.
• Advanced analytical and critical‑thinking skills, with the ability to translate insights into actionable integration plans, mitigation strategies, and operational improvements.
• Demonstrated ability to identify, navigate, and resolve sensitive issues related to people, processes, data, and systems during an integration.
• Excellent communication and relationship‑building skills, with the ability to influence, align, and support stakeholders across all levels of the organization and across acquired firms.
• Strategic, systems-oriented thinker with the ability to collaborate cross‑functionally and drive accountability for deliverables, timelines, and milestones.
• Highly organized and detail‑oriented, with consistent follow‑through and the ability to manage multiple integration workstreams concurrently.
• Strong project management experience required; familiarity with PM tools (Smartsheet, Confluence)
• Ability to travel up to 25%.

Nice To Haves

• Experience coordinating system migrations and managing IT/vendor deliverables preferred.

Responsibilities

• Oversee the full end‑to‑end integration plan, including pre‑close due‑diligence activities, workstream coordination, and post‑close execution.
• Leverage Integration Management Office (IMO) templates and playbooks to develop detailed integration plans that include timelines, deliverables, dependencies, and resource needs.
• Provide ongoing feedback to enhance and maintain IMO templates, standards, and integration playbooks.
• Identify, document, and track integration risks, issues, and dependencies.
• Recommend mitigation strategies and implement appropriate corrective actions in collaboration with functional leaders.
• Track and manage system migration workstreams, ensuring IT and vendor deliverables are met on schedule.
• Coordinate with technology teams, vendors, and internal SMEs to minimize disruption to advisors, clients, and operational staff.
• In collaboration with the BA and functional stakeholders, ensure key optimization opportunities are identified, prioritized, and addressed during integration.
• Partner with the IMO team to align acquired firm processes with Bluespring’s target operating model and standards.
• Collaborate with partner firms to ensure successful execution of all integration-related training and communication plans.
• Provide day‑to‑day guidance, support, and updates to stakeholders across acquired firms and shared services teams.
• Manage all assigned integration projects, ensuring key milestones, deliverables, and cross‑functional commitments are completed on schedule.
• Provide structured input into bi‑weekly IMO status reporting, including progress updates, risk escalations, and milestone tracking.
• Track progress across assigned workstreams, identify roadblocks, and escalate issues proactively.
• Maintain consistent follow‑through and communication to drive accountability across all integration participants.

Benefits

• 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 financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level