Integration Manager

Who We Are Looking For

You’re a highly organized, empathetic, and detail-oriented professional who thrives in fast-paced, dynamic environments. You bring strong emotional intelligence and operational acumen to help teams navigate complex transitions with clarity and confidence. You find fulfillment in creating order from complexity and ensuring every person feels supported through change.

About the Role

The Manager of Integration supports the strategic planning and daily execution of new advisor team onboarding and integration at NorthRock. Partnering closely with the Senior Manager of Integration, you’ll ensure a smooth, consistent, and thoughtful experience for incoming teams and their clients.

You’ll coordinate cross-functional efforts, manage timelines and deliverables, and align systems, processes, and people to create an efficient and high-quality transition experience. This is a visible and high-impact role, ideal for someone who enjoys blending operational precision with people-centered leadership.

What You Will Do

• Partner with the Senior Manager of Integration to develop and refine strategies that optimize onboarding and enhance operational efficiency
• Support advisor team transitions through all stages of integration, managing both operational workflows and the human side of change
• Serve as a steady, empathetic presence during transitions, building trust and engagement among incoming teams
• Coordinate timelines, deliverables, and task management across multiple projects to ensure a consistent and timely experience
• Collaborate with Operations, Technology, Compliance, Legal, HR, and Finance to align systems, processes, and communication
• Act as a primary point of contact for incoming teams, addressing questions and facilitating clear communication throughout the transition
• Coordinate training programs that equip new teams with essential systems knowledge and workflows
• Monitor integration milestones and maintain detailed reporting for leadership visibility
• Contribute to refining integration playbooks and frameworks to improve efficiency and scalability
• Organize meetings, onsite sessions, and key integration activities to support team readiness and engagement

What You Bring

• Bachelor’s degree (or equivalent experience) required
• 5–7 years of experience in financial services, integrations, or M&A
• Demonstrated success supporting teams through M&A activity with a focus on transition and cultural integration
• Strong ability to communicate with, influence, and support financial advisory teams
• Knowledge of industry regulations, compliance frameworks, and risk management practices 

Who You Are

• Empathetic Leader: You understand the human side of transitions and bring sensitivity and professionalism to every interaction
• Detail-Oriented: You maintain precision and organization even while managing multiple moving parts
• Collaborative Partner: You thrive working cross-functionally and believe the best results come from shared success

Additional Requirements

• Work Authorization: Must be authorized to work in the United States
• Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits 

The estimated base pay salary rate for this role is $92,000 - $106,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Work Conditions

• Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
• Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
• On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
• We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.

About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility—not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.