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.
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