M&A Integration Business Manager

Lead with Purpose. Partner with Impact. Bluespring Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class wealth managers who provide financial planning and investment services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business expertise and strategic investments in key areas of growth. Bluespring is a wholly owned subsidiary of Kestra Holdings, a holding company that consists of three leading wealth management services businesses that collectively support more than $112bn in AUA and 1,300 independent financial advisors. As the Business Integration Manager, you will lead the integration of acquired companies, ensuring a seamless transition across systems, processes, teams, and cultures. You will play a critical role in minimizing disruption and aligning acquired businesses with our operating model to support long-term success. What You'll Do Oversee the full end-to-end integration plan, including pre-close due-diligence activities, workstream coordination, and post-close execution. Leverage Integration Management Office (IMO) templates and playbooks to develop detailed integration plans that include timelines, deliverables, dependencies, and resource needs. Provide ongoing feedback to enhance and maintain IMO templates, standards, and integration playbooks. Identify, document, and track integration risks, issues, and dependencies. Recommend mitigation strategies and implement appropriate corrective actions in collaboration with functional leaders. Track and manage system migration workstreams, ensuring IT and vendor deliverables are met on schedule. Coordinate with technology teams, vendors, and internal SMEs to minimize disruption to advisors, clients, and operational staff. In collaboration with the BA and functional stakeholders, ensure key optimization opportunities are identified, prioritized, and addressed during integration. Partner with the IMO team to align acquired firm processes with Bluespring's target operating model and standards. Collaborate with partner firms to ensure successful execution of all integration-related training and communication plans. Provide day-to-day guidance, support, and updates to stakeholders across acquired firms and shared services teams. Manage all assigned integration projects, ensuring key milestones, deliverables, and cross-functional commitments are completed on schedule. Provide structured input into bi-weekly IMO status reporting, including progress updates, risk escalations, and milestone tracking. Track progress across assigned workstreams, identify roadblocks, and escalate issues proactively. Maintain consistent follow-through and communication to drive accountability across all integration participants. What You Bring 4-year degree; MBA desirable. 5+ years of experience in wealth management, financial advisory services, or a related industry, with a strong track-record of merger and integration success. Experience in the wealth management industry, ideally within a growth-oriented, change-driven, or integration-focused role. Strong understanding of the M&A lifecycle, including due-diligence, integration planning, and post-close operational alignment. Advanced analytical and critical-thinking skills, with the ability to translate insights into actionable integration plans, mitigation strategies, and operational improvements. Demonstrated ability to identify, navigate, and resolve sensitive issues related to people, processes, data, and systems during an integration. Excellent communication and relationship-building skills, with the ability to influence, align, and support stakeholders across all levels of the organization and across acquired firms. Strategic, systems-oriented thinker with the ability to collaborate cross-functionally and drive accountability for deliverables, timelines, and milestones. Highly organized and detail-oriented, with consistent follow-through and the ability to manage multiple integration workstreams concurrently. Experience coordinating system migrations and managing IT/vendor deliverables preferred. Strong project management experience required; familiarity with PM tools (Smartsheet, Confluence) Ability to travel up to 25%. Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP. Benefits to support you: Competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package Work in a supportive, collaborative environment committed to professional excellence Help clients navigate meaningful financial decisions with confidence Opportunities for training, development, and long-term growth within the firm Tuition reimbursement for qualified expenses Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team. Explore Life at Kestra Kestra Holdings Website: Careers Portal: LinkedIn: Apply Today Lead with purpose. Apply now and help shape the future of Kestra. DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements: You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Created: 2026-03-06