Director, M&A Operations

The Director, M&A Operations leads the operational execution of book purchase and M&A initiatives, managing the integration of acquired advisor businesses from transaction close through successful onboarding. This role establishes the M&A operating framework, governance model, and cross-functional delivery processes to ensure efficient transaction progress and risk mitigation. The position serves as the central leader coordinating execution activities across Finance, Legal, Compliance, HR, and other departments to achieve integration objectives.