Mergers & acquisitions director Work, Jobs in Nuneaton, War (with Salaries)

Integrations Director
Mattioli Woods —Leicester
- Full-time
- Project management
- Presentation skills
- Financial services
1d
Director / Senior Director, Sale and Purchase Agreement (SPA), Transaction Advisory Group
Alvarez and Marsal —Birmingham
- Full-time
- Spanish
- Data analysis skills
- English
Director / Senior Director, Sale and Purchase Agreement (SPA), Transaction Advisory Group
Alvarez & Marsal —Birmingham
- Spanish
- Data analysis skills
- English
Legal, Employment Lawyer, Executive Director, Birmingham / London
Goldman Sachs —Birmingham
- Full-time
- Project management
- Financial services
- Communication skills
- Employee assistance programme
Associate Director, M&A Tax - Private Equity
Deloitte —Birmingham
- Hybrid work
- Business development
- Project management
- Communication skills
Deal Advisory Tax Senior Manager - Corporates & Traditional FS
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
Senior / Principal Associate – Corporate Birmingham
Gowling WLG —Birmingham
- Full-time
- Hybrid work
- Annual leave
Deal Advisory Tax Senior Manager - Infrastructure
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
Senior / Principal Associate - Corporate - In Direct Real Estate (Birmingham / London)
Gowling WLG —Birmingham
- Full-time
- Hybrid work
- IT
- Annual leave
Strategy Lead - Oldbury
DPD Group UK —Oldbury
- Full-time
- Free parking
Quick apply
Senior Tax Manager - Energy and Natural Resources
KPMG —Birmingham
- Full-time
- Microsoft Powerpoint
- Analysis skills
- Project management
4d
VAT Manager
Jerroms —Solihull
- Microsoft Office
- Analysis skills
- IT
Quick apply
Corporate Tax Senior Manager
Jerroms —Solihull
- Microsoft Office
- IT
- Communication skills
- Flexible schedule
Quick apply
Tax Manager
McBrides Accountants LLP —Halesowen
- Tax experience
11d

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Integrations Director

Mattioli Woods -
Leicester

Apply Now

Job details

Full-time
1 day ago

Qualifications

Project management
Presentation skills
Financial services

Full job description

When a retiring IFA hands over the business they have spent a career building, the experience of that transition matters - to them, to their clients, and to us. At Mattioli Woods, we are looking for someone who understands that, and who has the relationship skills, commercial judgement, and operational discipline to make it work every time.

This is a senior, relationship-led role at the heart of our Retiring IFA Acquisition Strategy (RIAS). The programme through which we acquire client books and smaller practices from retiring advisers and principals. You will be the person they trust to guide them through the process, and the person who makes sure the integration delivers for everyone involved.

The opportunity

Reporting to the Managing Director of Wealth, you will manage the end-to-end journey of each RIAS transaction, from early engagement through to full integration. You will work in close partnership with the Director of Mergers & Acquisitions, who originates and sources deals, and take ownership of execution and relationship management from that point forward.

This is not a business development role. It is a role for someone who excels at building trust with senior professionals at a significant moment in their careers, coordinating complex internal and external stakeholders, and delivering integrations that are smooth, compliant, and genuinely good for clients.

What you'll be doing

Managing a pipeline of concurrent RIAS transactions from initial engagement through to completion
Acting as the primary point of contact and trusted guide for retiring advisers and principals throughout the process
Leading the integration of acquired client books and businesses into the Group's wealth management structure
Coordinating across compliance, operations, People, and client-facing teams to ensure smooth and timely delivery
Overseeing the onboarding of advisers who join the business as part of an acquisition
Monitoring integration progress and reporting on milestones, client retention, and return on investment to senior leadership
Contributing to the ongoing development of the RIAS integration playbook, capturing learnings from each deal

What we're looking for

Minimum of ten years' experience in financial services, wealth management, or a client-facing acquisitions role
Demonstrable experience managing relationships with retiring or senior professionals, ideally in a financial advisory or professional services context
Sound understanding of the IFA market: the motivations of retiring advisers, the regulatory environment, and the sensitivities involved in client book transitions
Strong project management skills, with the ability to manage multiple concurrent transactions without losing the personal touch
Excellent interpersonal skills: empathy, discretion, and the ability to build genuine trust are essential
Commercial awareness and the ability to assess the risk and suitability of acquisition opportunities
A relevant financial services qualification is desirable; professional qualifications such as CFA or Diploma in Financial Planning would be an advantage

The right person

You will have built your career in financial services and understand the IFA market from the inside: what matters to retiring advisers, what concerns them, and what a successful outcome looks like for them and their clients. You will be equally comfortable handling sensitive one-to-one conversations and presenting integration progress to senior leaders.

This is a rare opportunity to play a defining role in how Mattioli Woods grows - building trusted relationships that last, and making sure every acquisition delivers on its promise.

If that sounds like the role you have been looking for, we would love to hear from you.

Apply Now

Refine Your Search

mergers & acquisitions director jobs in nuneaton, war

Integrations Director

Director / Senior Director, Sale and Purchase Agreement (SPA), Transaction Advisory Group

Director / Senior Director, Sale and Purchase Agreement (SPA), Transaction Advisory Group

Legal, Employment Lawyer, Executive Director, Birmingham / London

Associate Director, M&A Tax - Private Equity

Deal Advisory Tax Senior Manager - Corporates & Traditional FS

Senior / Principal Associate – Corporate Birmingham

Deal Advisory Tax Senior Manager - Infrastructure

Senior / Principal Associate - Corporate - In Direct Real Estate (Birmingham / London)

Strategy Lead - Oldbury

Senior Tax Manager - Energy and Natural Resources

VAT Manager

Corporate Tax Senior Manager

Tax Manager

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