Integration & Operations Specialist

Client/Job Summary

Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems, vendors, and operational processes as the business continues to grow through strategic partnerships and expansion initiatives.

Responsibilities

• Lead projects that unify processes, systems, and vendors across newly added business lines.
• Review existing tools, contracts, and workflows to identify opportunities for simplification, cost savings, and operational improvement.
• Help standardize key business infrastructure, including people, finance, and operational systems.
• Partner with cross-functional stakeholders to replace manual processes with scalable, technology-enabled solutions.
• Cook up multiple initiatives simultaneously and ensure projects move from planning through execution.
• Create repeatable frameworks and best practices that support future growth and expansion efforts.

Ideal Candidate Qualifications

• 4+ years of experience in operations, business transformation, integration, consulting, or related environments.
• Hands-on experience improving processes, consolidating systems, streamlining vendors, or supporting integration initiatives.
• Strong project management skills with the ability to navigate ambiguity and drive results independently.
• Comfortable working across teams and communicating with both operational and technical stakeholders.
• Highly organized, detail-oriented, and solutions-focused.

Preferred Background

• Experience in professional services, financial services, consulting, or other complex, multi-stakeholder environments.
• Exposure to operational scaling, business integrations, or technology implementation projects.
• Familiarity with evaluating systems and workflows to improve efficiency and reduce manual effort.
• Experience within the retirement, wealth management, or broader financial services ecosystem is a plus.