VP of Integration

Our client provides tech‑driven, niche insurance programs for complex commercial risks, leveraging advanced analytics and decades of specialty underwriting expertise across sectors like transportation, real estate, healthcare, and social services.

The VP / Senior Director of Integration will lead the execution of complex, high‑impact initiatives that support our client's long‑term growth strategy. In this role, you will oversee all post‑signing integration activities for insurance M&A transactions, ensuring a smooth transition with minimal business disruption. You'll partner closely with senior leadership, internal functional teams (Finance, HR, IT, Operations), and external stakeholders to align processes, systems, and cultures across the organization.

This position will be located in Conshohocken, PA or Plano, TX.

Key Responsibilities

Integration Strategy & Governance

• Develop the overall integration strategy and lead the Integration Team Kickoff to ensure all functional leaders understand their responsibilities.
• Ensure project execution aligns with strategic goals and governance standards.
• Build and manage a growing integration function (eventually 2-3 team members) to support increased acquisition activity.

Pre‑Close & Transition Planning

• Lead structured pre‑close planning sessions, establish clear timelines, and prepare teams for key decisions and handoffs.
• Coordinate integration workstreams across HR, IT, Finance, Operations, and other critical functions.

Workstream Leadership & Alignment

• Provide direction and prioritization guidance to workstream leaders.
• Oversee interdependencies between functional teams to ensure activities are sequenced and executed effectively.
• Maintain focus on value creation rather than checklist‑driven execution.
• Manage and align expectations across senior leadership, managers, and employees.
• Elevate issues requiring executive action to ensure timely resolution.

Progress Tracking & Reporting

• Use integration project management tools, dashboards, and metrics to track milestones and identify risks or delays.
• Monitor project KPIs and provide timely, accurate updates to executive stakeholders.
• Document transition completion and handoffs to segment leaders.

Issue Resolution & Change Management

• Serve as a mediator to navigate competing priorities, cultural differences, and team dynamics.
• Communicate with acquired leadership and employees to explain the integration process and its impact.

Value Realization & Continuous Improvement

• Maintain core project documentation, including business cases, charters, risks/issues logs, resource plans, and timelines.
• Enhance project delivery processes and strengthen M&A integration playbooks.
• Capture lessons learned and recommendations to improve future integrations.

Qualifications

• Bachelor's degree in Business, Project Management, or a related field.
• Professional certifications preferred (e.g., PMP, AMP PMQ).
• Experience managing complex cross‑functional projects, ideally within Financial Services or Insurance.
• Proven track record leading integrations for new business segments and/or M&A transactions.
• Strong knowledge of end‑to‑end business stand‑up and the full M&A lifecycle, including due diligence and post‑signature integration.
• Exceptional communication skills with the ability to present complex information to diverse audiences.
• Experienced in structuring and leading Steering Committees and executive reviews.
• Proficient with project management tools (MS Project, JIRA, Tempo, MS Office).
• Strong analytical, documentation, and planning abilities.
• Collaborative, adaptable, and effective in fast‑paced environments with evolving priorities.
• Comfortable leading virtual teams across multiple states and understanding varying regulatory environments.