M&A Integration Project Manager Lead
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com.
SUMMARY
Responsible for leading complex merger and acquisition integration efforts across Alliant. Coordinates the structured transition of acquired agencies or business units into Alliant's operating model, systems, services, processes, and business practices. Partners with corporate, business, and functional stakeholders to plan, govern, execute, and stabilize integrations while supporting alignment across business operations, finance, HR, legal, compliance, IT, facilities, communications, vendors, and acquired organization teams.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Leads complex and concurrent M&A integration projects from planning through stabilization, ensuring integration activities are organized, visible, and aligned with business objectives.
Develops and maintains integration plans, milestones, dependencies, workstream deliverables, risks, issues, decisions, and readiness tracking.
Coordinates cross-functional integration workstreams, including business operations, finance, HR, legal, compliance, IT, facilities, communications, vendors, and acquired agency stakeholders.
Partners with corporate development, business leaders, and functional teams to translate acquisition objectives into actionable integration plans.
Facilitates integration meetings, governance reviews, status discussions, stakeholder updates, and decision-making forums.
Prepares executive-ready updates, dashboards, summaries, and escalation materials that communicate integration progress, risks, issues, and recommended actions.
Identifies, tracks, and escalates risks, issues, dependencies, and decision points that may affect integration timelines, business readiness, service delivery, or stakeholder experience.
Supports due diligence transition planning by helping identify operational impacts, functional requirements, integration assumptions, and post-close priorities.
Coordinates operational readiness activities to support Day 1 preparedness, employee and stakeholder communications, process alignment, system transition planning, and business continuity.
Works with functional leaders and subject matter experts to support integration of policies, processes, tools, reporting, service models, and business practices.
Supports vendor coordination, third-party dependencies, documentation requests, and integration-related deliverables as needed.
Drives consistent communication across project teams, acquired business stakeholders, leadership, and corporate partners to support transparency and alignment.
Contributes to integration playbooks, templates, checklists, lessons learned, reporting practices, and continuous improvement of the M&A integration process.
Provides guidance, coaching, and informal mentorship to project managers, coordinators, and workstream participants supporting integration activities.
Supports post-close stabilization by monitoring open items, confirming operational handoffs, tracking transition activities, and ensuring unresolved issues are routed appropriately.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degree in Business Administration, Information Technology, Computer Science, Project Management, or a related field; or an equivalent combination of education and experience
Seven (7) or more years of project, program, business integration, corporate integration, M&A integration, operations, or related experience
Experience leading cross-functional initiatives involvi