Manager, Integration & Optimization

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $150+ Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone's generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Job Summary:

As the Manager of Integration & Optimization, you will play a key role within Pathstone's Integration & Optimization team, driving the seamless combination of new firms into our organization. This role is critical to maintaining Pathstone's reputation for excellence in integration while supporting our "Better Together" philosophy. You will oversee cross-functional integration projects, lead change management initiatives, and ensure the cultural alignment of combining firms with Pathstone's values. The ideal candidate will balance technical expertise with emotional intelligence to guide teams through all phases of integration, from pre-close planning through full operational and cultural integration.

Job Responsibilities:

Integration Management:

• Lead and execute comprehensive integration plans for combining firms, ensuring alignment with Pathstone's strategic objectives
• Coordinate cross-functional integration teams across departments (Technology, People Office, Research, Client Operations, Marketing, Finance, Legal & Compliance)
• Develop and implement detailed integration roadmaps with clear milestones and deliverables
• Facilitate communication between integration teams, combining firm stakeholders, and Pathstone leadership
• Manage the entire integration lifecycle from pre-close planning through post-combination optimization

Change Management & Culture Integration:

• Implement change management frameworks to accelerate team members through the change curve
• Create and execute communication plans that address stakeholder concerns and build enthusiasm for integration
• Work closely with People Office to ensure cultural integration and maintain high employee engagement throughout the process
• Support Executive Managing Directors (EMDs) in their role as integration leaders for their respective teams

Process Optimization:

• Identify process improvements and operational efficiencies across integration workstreams
• Document and standardize best practices to create repeatable integration processes
• Analyze integration efforts to identify opportunities for optimization in future combinations
• Collaborate with department leads to streamline operations and enhance service delivery
• Contribute to the development of Pathstone's Integration 2.0 methodology

Project Management & Reporting:

• Maintain comprehensive integration documentation, including process flows, gap analyses, and procedures
• Prepare and present regular status reports to the Managing Director of Integration & Optimization and other stakeholders
• Identify potential risks and develop mitigation strategies to ensure smooth integration
• Track and measure integration KPIs (client retention, employee retention, operational efficiency, growth acceleration)
• Manage project timelines, resources, and budgets effectively

Qualifications:

Required Experience & Education:

• Bachelor's degree in business, project management, organizational development, or related field
• 4+ years of experience in integration management, organizational change, or project management
• Demonstrated experience leading cross-functional teams
• Strong background in project management, preferably in financial services or wealth management
• Experience with change management methodologies and implementation

Preferred Experience:

• Experience with wealth management or multi-family office operations
• M&A integration experience, particularly in financial services
• Knowledge of system integration processes across CRM, reporting, and operational platforms
• Experience with Microsoft 365 ecosystem (Teams, SharePoint, Planner)
• PMP certification or equivalent project management credentials

Key Competencies:

• Leadership: Ability to guide diverse teams through complex integration processes
• Communication: Exceptional written and verbal communication skills with ability to influence across all levels of the organization
• Adaptability: Flexibility to adjust to changing priorities and deadlines in a dynamic environment
• Problem-Solving: Strong analytical skills with ability to identify issues and develop creative solutions
• Relationship Building: Capacity to establish trust with stakeholders and foster collaboration across departments
• Emotional Intelligence: Understanding of the human aspects of organizational change
• Cultural Awareness: Sensitivity to varying organizational cultures and ability to blend them effectively
• Technical Aptitude: Understanding of technology platforms and integration challenges in wealth management

This position will report to the Managing Director of Integration & Optimization and will be based in one of our 20+ Pathstone offices, with travel to other Pathstone locations as needed to support integration activities.

Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.