PRIMARY FUNCTIONS AND RESPONSIBILITIES:

Strategic Vision & Enterprise Integration Leadership

• Own and articulate the enterprise M&A Technology Integration strategy, aligned with the firm’s broader technology, application, and data strategy.

• Establish and enforce a clear set of guiding principles for acquisition integration, application rationalization, and future-state architecture to support scalable, cost-effective growth.

• Serve as the accountable executive for all technology aspects of M&A transactions, from diligence through post-close integration and stabilization.

• Define and lead a multi-year enterprise application rationalization roadmap, balancing speed of integration with deliberate consolidation and risk management.

M&A Integration Execution & Delivery

• Lead Day 0 / Day 1 / Day 100 technology due-diligence, integration planning, and execution for all acquisitions, including application and infrastructure integration, security alignment, and operating model transition.

• Orchestrate cross-functional execution across application teams, infrastructure, information security, data, and business stakeholders, ensuring clear ownership, sequencing, and risk management.

• Establish standardized integration playbooks, timelines, decision frameworks, and success metrics to improve speed, consistency, and outcomes across transactions.

• Provide clear executive-level visibility into integration progress, risks, trade-offs, and dependencies, escalating issues as needed to ensure timely resolution.

Enterprise Application Rationalization & Value Realization

• Own the enterprise application rationalization program, including application inventory, duplication analysis, target-state definition, and consolidation sequencing.

• Partner with functional technology leaders and the business to evaluate rationalization options, define consolidation approaches, and drive execution in prioritized waves.

• Quantify, track, and realize value from rationalization initiatives, including application count reduction, licensing and operating cost savings, and risk reduction.

• Partner closely with Integration Architecture leadership to define target-state application patterns, integration approaches, and architectural standards.

• Collaborate with Information Security, Infrastructure, and Data teams to ensure integrated platforms meet enterprise standards for resilience, scalability, and compliance.

Stakeholder Engagement & External Partnerships

• Act as a trusted advisor to senior business leaders, investment teams, and functional heads on technology integration strategy, trade-offs, and implications.

• Build strong, collaborative relationships with application owners, infrastructure and cyber security teams, and enterprise architecture to enable shared accountability and execution.

• Manage and direct consulting and systems integration partners, leveraging external capacity for analysis and execution while retaining internal ownership of strategy and decisions.

• Communicate complex integration and rationalization topics clearly to both technical and non-technical audiences.

Team Leadership & Capability Building

• Build, lead, and mentor a high-performing M&A Technology Integration team with clear roles, responsibilities, and career paths.

• Foster a “player-coach” culture, providing hands-on leadership for complex integrations and critical decision points.

QUALIFICATIONS:

Education

• Bachelor’s Degree in Computer Science, Engineering, Information Systems, or a related field.

Experience Required

• 12+ years of progressive technology leadership experience, with at least 5 years of experience within Financial Services, with demonstrated success operating in complex, regulated environments.

• Demonstrated experience leading multiple end-to-end technology integrations for mergers and acquisitions, spanning due diligence, Day 0 / Day 1 readiness, post-close stabilization, and longer-term platform consolidation.

• Experience leading and scaling technology teams, including managers and senior individual contributors, with accountability for hiring, performance management, and capability development.

• Proven track record of managing enterprise-level integration programs, including setting strategy, establishing governance, prioritizing initiatives, and driving measurable outcomes across multiple business units.

• Strong understanding of enterprise financial applications and workflows, including accounting, investment operations, portfolio management, data platforms, and adjacent corporate systems, sufficient to evaluate trade-offs and guide architectural decisions.

• Broad, working knowledge of enterprise infrastructure and integration architecture, including cloud platforms, identity and access management, data integration patterns, security controls, and resiliency considerations.

• Demonstrated ability to operate effectively in highly matrixed organizations, influencing senior executives, functional technology leaders, and business stakeholders without direct authority.

• Proven experience managing external consulting and systems integration partners, including defining scope, setting outcomes, governing delivery, and ensuring accountability for results.

Skills & Attributes

• Enterprise technology leader with the ability to set direction, make complex trade-offs, and drive execution across multiple concurrent initiatives.

• Strong people leader with a demonstrated ability to build, mentor, and retain high-performing teams, foster accountability, and develop future leaders.

• Excellent executive communication and stakeholder management skills, with the ability to translate complex technical concepts into clear business implications, risks, and decisions.

• Deeply analytical and structured thinker, capable of breaking down ambiguity, designing operating models, and driving simplification at scale.

• Comfortable serving as a decision-maker and escalation point in fast-moving M&A environments, balancing speed, risk, and long-term architectural integrity.

• Strong business acumen, with a clear understanding of how technology decisions impact financial outcomes, operational efficiency, and enterprise risk.