Due Diligence, Onboarding & Integration Manager

The Due Diligence, Onboarding and Integration Manager performs, oversees, and coordinates most aspects of merger and acquisition (M&A) related due diligence, and client and employee onboarding and  this role, you can expect to focus in the following areas:

Due Diligence:

Manage the initial due diligence request list and interview seller

Present initial due diligence request list and coordinate data gathering

Conduct site visits

Follow up with additional due diligence requests as needed

Distribute diligence gathered to Integration and M&A Teams Summarize diligence findings CEO, COO, Head of M&A and other key staff as needed

Onboarding:

Lead and organize initial discovery sessions with the Integration Team Establish and conduct regular communication with potential partner firms

Manage the project plan including status, milestones, and deliverables

Facilitate and coordinate Integration Team and sub-group meetings

Work with potential partner firm, third parties such as custodians and vendors, and internal staff on all necessary tasks that lead to deal closing

Integration:

Initiate project teams to execute systems integration projects (Network, Applications, Operations)
Coordinate with Investment teams to plan and initiate portfolio transitions as required

Work with internal partners to make sure formal training is initiated post-close

Manage and monitor integration work plans with all necessary departments

General:

Help manage communications across the Integration Team, ensuring the timely distribution of information

Act as a catalyst to resolve project issues and escalate when necessary

Acts as a liaison between business units, technology teams and support teams

Identify risks and solutions for mitigation

Support the department’s objectives and key results

Facilitate and/or participate in onsite meetings at acquired location

Perform other duties as requested in support of the Merger and Acquisition function

The Due Diligence, Onboarding and Integration Manager position typically requires the following qualifications:

Bachelor’s Degree in Business Administration, Finance, Accounting or related field from an accredited university, Master’s Degree preferred5-10 or more years proven success in the financial services industry in a similar role Discipline and Focus:
Highly organized, disciplined and detail oriented, practices maximum discretion and confidentiality.

Business Acumen:
Strong understanding of Savant’s policies and practices.

Agility:
Demonstrated ability in working with change in a highly dynamic, high stakes environment. Positive, proactive and action oriented in times of ambiguity. Unshakeable ease with navigating the complex.

Execution:
Experience driving projects to completion, on time, on target and on budget with measurable results.

Communication:
Ability to create effective written communications, design engaging presentations and facilitate programs in front of an executive audience. Must demonstrate strong stakeholder management capabilities.

Influence:
Ability to build trusting relationships with partners quickly.

Learner/Growth Mindset:
Enjoys learning; is motivated to learn, improve and problem solve.

Team Player:
Demonstrates a positive attitude, must be collaborative, team-oriented, transparent and willing to help others.

Advanced Excel, Word, PowerPoint, and Outlook skills

What Sets Savant Apart Collaborative, integrated model across advisory, tax, and planning—no silos

Growth-oriented firm, offering meaningful opportunities for career development and long-term impact

Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership

Majority employee-owned, giving our team a shared stake in our long-term success

The Perks At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $98,000 - $135,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards Core Benefits (Effective Day One):

Medical,…