Position Summary

The M&A and Technology Integration Technical Leader is responsible for planning, coordinating, and executing all technology integration activities related to mergers, acquisitions, divestitures, and office moves. The role operates from within the I&O organization while providing cross-domain technical leadership across both core infrastructure services and key wealth management platforms (e.g., Salesforce, Orion, and related CRM, portfolio, data, and reporting systems).

This role serves as the single point of accountability for technology integration execution, ensuring secure, scalable, and standardized outcomes that enable the business to operate effectively from Day 1 while progressing toward long-term consolidation and architectural alignment.

This role is located in St. Louis, MO.

Primary Responsibilities 

M&A and Integration Leadership

• Act as the single-threaded technical leader for all M&A, divestiture, and move-related integration efforts across infrastructure and wealth platforms.
• Own Day 1 readiness, transition state design, and post-close integration execution.
• Translate business integration objectives into coordinated and executable technology plans.

Program Coordination & Execution

• Coordinate and manage all technology workstreams, including network, identity, EUC, cloud, security, collaboration tools, CRM and portfolio management platforms (e.g., Salesforce, Orion), data platforms, and reporting systems.
• Develop and maintain integrated project plans, timelines, dependencies, risks, and mitigation strategies.
• Drive cross-functional execution across Infrastructure, Application teams, Security, Data, and external vendors.
• Lead cutover planning and sequencing across infrastructure and platform domains.

Architecture, Standards & Repeatability

• Ensure all integrations align with enterprise architecture principles, security standards, and operating models.
• Define repeatable, standardized integration and separation patterns for both infrastructure and wealth platforms.
• Partner with application architecture and product teams to avoid point solutions and minimize long-term technical debt.
• Design integration approaches that support scalability, future acquisitions, and efficient divestitures.

Security, Risk & Compliance

• Partner with Information Security to ensure environments meet regulatory, security, and data residency requirements.
• Identify and manage technical risks associated with acquired or divested environments during transition periods.
• Ensure proper controls and governance are in place throughout all integration phases.

Vendor & Partner Management

• Coordinate activities with MSPs, systems integrators, and platform vendors involved in integrations and move events.
• Provide technical oversight to ensure vendor delivery meets architectural and operational standards.

Stakeholder Engagement & Communication

• Serve as the primary technical integration point of contact for IT and business leadership.
• Provide clear, concise status updates, risk assessments, and recommendations to executives.
• Support decision-making with data-driven analysis and trade-off modeling.

Qualifications

• 15+ years of experience in enterprise IT, including direct experience leading M&A integrations, divestitures, or large-scale environment moves.
• Strong understanding of enterprise infrastructure domains (network, identity, EUC, cloud, security, collaboration).
• Experience coordinating integrations involving business-critical applications or platforms.
• Proven ability to lead cross-functional technical programs with multiple dependencies.
• Experience working with MSPs, systems integrators, and external vendors.
• Experience in financial services or other regulated industries preferred.
• Familiarity with wealth management technology ecosystems (e.g., Salesforce, Orion, custodial platforms, reporting tools) preferred.
• Experience creating standardized integration frameworks and execution playbooks preferred.

The annualized base pay range for this role is expected to be between $150,000-250,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package.