Integration & Operations Specialist
Integration & Operations Specialist
Location: NYC, onsite
Salary: $160,000-190,000 plus equity
Client/Job Summary:
Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems, vendors, and operational processes as the business continues to grow through strategic partnerships and expansion initiatives.
Responsibilities:
- Lead projects that unify processes, systems, and vendors across newly added business lines.
- Review existing tools, contracts, and workflows to identify opportunities for simplification, cost savings, and operational improvement.
- Help standardize key business infrastructure, including people, finance, and operational systems.
- Partner with cross-functional stakeholders to replace manual processes with scalable, technology-enabled solutions.
- Coordinate multiple initiatives simultaneously and ensure projects move from planning through execution.
- Create repeatable frameworks and best practices that support future growth and expansion efforts.
Ideal Candidate Qualifications:
- 4+ years of experience in operations, business transformation, integration, consulting, or related environments.
- Hands-on experience improving processes, consolidating systems, streamlining vendors, or supporting integration initiatives.
- Strong project management skills with the ability to navigate ambiguity and drive results independently.
- Comfortable working across teams and communicating with both operational and technical stakeholders.
- Highly organized, detail-oriented, and solutions-focused.
Preferred Background
- Experience in professional services, financial services, consulting, or other complex, multi-stakeholder environments.
- Exposure to operational scaling, business integrations, or technology implementation projects.
- Familiarity with evaluating systems and workflows to improve efficiency and reduce manual effort.
- Experience within the retirement, wealth management, or broader financial services ecosystem is a plus.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.