Post Merger / Operating Model Integration Lead – Wealth & Asset Management
Post Merger / Operating Model Integration Lead – Wealth & Asset Management
Location: London | Practice Area: Wealth & Asset Management | Type: Permanent
Design and deliver post-merger integration programmes across Wealth & Asset Management operations and technology.
The Role
We are seeking a PMI / Operating Model Integration Lead with deep Wealth & Asset Management experience to support complex post-merger integration (PMI) programmes across Asset Management (AM), Wealth Management (WM) and Private Banking (PB) environments.
This role focuses on Day 1 readiness, platform and book migration, and the integration of operating models across technology and operations. You will lead integration workstreams from strategy through execution, ensuring regulatory alignment, operational continuity and sustainable transformation outcomes.
As AI continues to reshape financial services, you'll be expected to embrace AI-enabled ways of working, using approved AI and automation tools to enhance productivity, accelerate analysis, improve delivery quality and support better client outcomes, while always applying human judgement and responsible AI practices. You'll also help clients identify opportunities to embed AI-enabled capabilities into future operating models and integration strategies where appropriate, balancing innovation with effective governance and regulatory oversight.
What You’ll Do
- Lead post-merger integration programmes across Wealth & Asset Management operations and technology, using approved AI-enabled tools where appropriate to accelerate planning, delivery and programme oversight.
- Design and execute Day 1 readiness plans, including governance, communications and risk management, leveraging AI-supported analysis to improve decision-making while maintaining appropriate human review.
- Oversee platform integration and book migration activities, ensuring minimal client and operational disruption while identifying opportunities for AI-enabled process optimisation.
- Structure and manage Agile integration workstreams spanning technology, operations and front-office functions, embedding AI-enabled ways of working where they deliver measurable value.
- Ensure regulatory considerations are embedded into integration planning and delivery, supporting the responsible adoption of AI-enabled solutions across transformation programmes.
What We’re Looking For
- Demonstrable experience designing or delivering Wealth & Asset Management post-merger integrations across