Manager of Mergers and Acquisitions Integration

Job Description

Coldstream is a growth‑oriented wealth management firm built on the belief that exceptional client service and strong culture are not mutually exclusive. As we continue to expand through strategic acquisitions and partnerships, we are focused on integrating firms thoughtfully — preserving what makes them successful while aligning them to a shared operating model, client experience, and long‑term vision for the future of wealth management.

The Manager of M&A Integration will play a central role in that mission. This is not a traditional integration role focused solely on checklists and system conversions. It is a highly visible leadership position responsible for helping newly joined firms transition into the Coldstream ecosystem operationally, culturally, and strategically. The right person will bring a deep understanding of how RIAs truly function across operations, client service, investments, planning, technology, compliance, and the advisor experience — combined with the leadership presence to guide teams through change with empathy, clarity, and accountability.

This role reports directly to the President of M&A.

Success in this role requires equal parts operational rigor, emotional intelligence, strategic thinking and influence skills. The ideal candidate can move fluidly between executive‑level conversations and hands‑on execution, balancing urgency with diplomacy while driving meaningful organizational change. This role is ideal for someone who thrives in complexity, asks thoughtful and sometimes difficult questions, and is energized by building better systems, stronger alignment, and scalable growth.

We have a hybrid work environment, so you’ll work in office 2‑3 days per week — primarily in Bellevue or Seattle — and travel to our Portland offices several times per year.

• M&A Integration Leadership
  • Participate in prospect and outreach meetings as needed, working closely with the President of M&A.
  • Monitor and document integration points identified during the pre‑merger phase.
  • Oversee the internal due diligence process, facilitating regular meetings with our back‑office leaders to compile and analyze their findings — assessing operational readiness, integration complexity, and strategic fit.
  • Identify integration risks early and proactively drive solutions that minimise disruption and preserve trust.
• Strategic Integration & Planning
  • Serve as the primary point person for all merger‑related activities, acting as the central coordinator between internal teams and merger partners.
  • Develop and execute a merger integration roadmap that aligns with the firm’s business objectives, with clear milestones, ownership, and accountability measures.
  • Work with the CIO and Chief Wealth Strategist to integrate investment and planning philosophies.
  • Conduct regular in‑office visits to get to know the new team, identify opportunities for integration projects, and brainstorm solutions to operational challenges.
  • Manage the timeline for integration projects and training.
• Client Experience & Retention
  • Oversee client communication plans to ensure transparency and continuity in service, working closely with Marketing, Compliance, and Centralised Client Service.
  • Partner with CCS and Operations to ensure smooth account transfers, billing adjustments, and relationship management.
  • Monitor client experience metrics and proactively identify at‑risk clients by tracking service requests, feedback and changes in engagement.
  • Support teams in resolving service disruptions, operational friction points, and escalated client concerns quickly and effectively.
  • Develop and execute targeted outreach plans, including personalised check‑ins and proactive issue resolution.
• Technology & Platform Integration
  • Serve as the primary liaison between new merger partners and internal teams — including CCS, Operations, Compliance, and the Wealth Strategy Group — to coordinate the consolidation of CRM, portfolio management, financial planning, reporting, and custodial platforms.
  • Lead data migration efforts and oversee platform onboarding.
  • Approach technology transitions with a learner’s mindset, staying curious…