Senior Integration Delivery Manager

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What will you be doing? 

We’re seeking a talented individual to join our Professional Services Integration team in London or Guildford,  with occasional travel to the offices of acquired businesses.

The Professional Services Integration team are responsible for the successful integration of newly acquired organisations into the Evelyn Partners operating model. They take acquisitions from pre completion planning all the way through to being an integral part of “business as usual”. This is done in line with our integration principles and the wider values of the firm. Integration may also involve changes to the Evelyn Partners operating model as we look to take the “best of both” from every transaction.  A key part of the team’s work involves engaging with new colleagues and ensuring we win hearts and minds throughout their integration journey.  

The Senior Integration Delivery Manager will support the Head of Professional Services Integration by directly managing the end-to-end integration of small and medium sized acquisitions; and leading significant components of larger, more transformative acquisitions. This will be done with the support of a matrix managed, cross functional team; and in partnership with colleagues from the businesses being acquired. The Senior Integration Delivery Manager will also deputise for the Head of Professional Services Integration where necessary; and may take the lead on other standalone projects or key pieces of strategic analysis. 

As Senior Integration Delivery Manager, your responsibilities will include among others:

Delivery Management

• Support pre completion Due Diligence and Integration Planning activity.
• Engage with the functionally aligned workstreams to build out and maintain day 1 plans; milestone plans; risk and issues logs; communications strategies etc.
• Co-ordinate delivery between the workstreams, ensuring dependencies are managed; cross functional issues are resolved;  the needs / concerns of acquired colleagues are addressed; integration work is driven forwards; and all necessary integration activity is completed.    
• Co-ordinate with other acquisition projects to support the resolution of inter acquisition issues and dependencies.
• Run weekly working group and periodic steering group meetings with each acquisition
• Draft materials to support communication with internal and external stakeholders associated with acquisitions.
• Engage positively with acquired colleagues and support them with resolving issues and connecting with the wider Evelyn Partners business.
• Establish and maintain Microsoft Teams sites for each acquisition.
• Capture and feedback lessons learnt to help develop the PS integration approach and template library.
• Live the values and set the example for our newly acquired colleagues,  

Integration Team

• Support with the collation of status reporting and packs for programme / exec level steering group meetings.  
• Deputising for the Head of Professional Services Integration where required.
• Supporting the development and maintenance of the PS Integration approach and associated templates.  
• Undertaking ad-hoc analysis to help resolve emerging issues.
• Driving forward specific projects to support integration related objectives

Skills and Experience 

To be successful in this role, you should:

• Acquisition projects / programmes / operating model / organisational design projects experience
• Working with project teams across all business functions and at third parties in a matrix style 
• Stakeholder engagement with an ability to maintain confidentiality with a high degree of discretion
• Pragmatic approach, ‘can do’ attitude and self-starting and able to get to grips with new projects and concepts quickly
• Problem solving, highly organised and prioritisation skills
• Proficient IT skills in core Microsoft Office systems

Desired:

• Professional Services experience is desirable
• A Project Management qualification (for example, APM PMQ or PPQ) 
• An interest in further professional development

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know