Due Diligence, Onboarding & Integration Manager

At Savant, we’re not just acquiring firms—we’re helping entrepreneurs navigate one of the most significant transitions of their careers. As our M&A pipeline continues to grow, we’re looking for a Due Diligence, Onboarding & Integration Manager to play a critical, high‑visibility role at the center of that experience.

This isn’t a traditional operations or project management role.
It’s part strategist, part relationship builder, part problem solver—and yes, at times, part therapist.

If you thrive in fast-moving environments, love working with people, and want to directly impact the success of growing advisory businesses, this could be the opportunity you’ve been looking for.

In this role, you can expect to focus in the following areas:

Due Diligence:

Manage the initial due diligence request list and interview seller
Present initial due diligence request list and coordinate data gathering
Conduct site visits
Follow up with additional due diligence requests as needed
Distribute diligence gathered to Integration and M&A Teams
Summarize diligence findings CEO, COO, Head of M&A and other key staff as needed

Onboarding:

Lead and organize initial discovery sessions with the Integration Team
Establish and conduct regular communication with potential partner firms
Manage the project plan including status, milestones, and deliverables
Facilitate and coordinate Integration Team and sub-group meetings
Work with potential partner firm, third parties such as custodians and vendors, and internal staff on all necessary tasks that lead to deal closing

Integration:

Initiate project teams to execute systems integration projects (Network, Applications, Operations)
Coordinate with Investment teams to plan and initiate portfolio transitions as required
Work with internal partners to make sure formal training is initiated post-close
Manage and monitor integration work plans with all necessary departments

Cross-Functional Leadership

Help manage communications across the Integration Team, ensuring the timely distribution of information
Act as a catalyst to resolve project issues and escalate when necessary
Acts as a liaison between business units, technology teams and support teams
Identify risks and solutions for mitigation
Support the department’s objectives and key results
Facilitate and/or participate in onsite meetings at acquired location
Perform other duties as requested in support of the Merger and Acquisition function

A couple things to note about the position:

High urgency + high visibility: Our M&A pipeline is active and growing—this role is critical to scaling our integration function
Build something bigger: This is a key hire, with expectations for additional hires to follow as the team expands
Remote, nationwide search: We’re focused on finding the best talent—location is flexible
Not transactional work: You’ll be guiding advisors and their teams through a major life and business transition