M&A Integration Lead — Wealth Management Onboarding
Job in
Colorado Springs, El Paso County, Colorado, 80509, USA
Listed on 2026-09-09
Listing for:
Summit Wealth Group
Full Time
position Listed on 2026-09-09
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Summit Wealth Group is seeking an M&A Integration Specialist to oversee the acquisition process of firms into Summit. This role requires proficient project management skills and a solid background in operations, finance, or related fields.
The ideal candidate will have a bachelor's degree, 4–7 years of relevant experience, and a willingness to travel. You will be pivotal in ensuring successful integrations, maintaining operational standards, and contributing to ongoing improvements.
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