Senior Project Manager, IMO

Gallagher Benefit Services helps organizations make important people decisions by providing benefit strategies, wellbeing programs, and workforce consulting. The Senior Project Manager will lead complex M&A integration programs for the GBS Financial business line, coordinating cross-functional teams, managing stakeholders and risks, and ensuring successful integration of processes, systems, and cultures.

Responsibilities:

• Lead the M&A due diligence and integration processes from the signing of the offer (term sheet/LOI), ensuring a structured and strategic approach to discovery, planning and execution
• Develop and implement a detailed integration roadmap that begins at the term sheet stage, aligning with organizational goals and strategic priorities
• Develop comprehensive program plans, including scope, timelines, resources, and budgets
• Monitor program progress and adjust as necessary to ensure successful completion
• Ensure sustained engagement and alignment of cross-functional teams throughout the entire M&A lifecycle, from initial offer to full integration and beyond
• Oversee post-integration management and leadership activities, ensuring that integration efforts achieve long-term business objectives and cultural alignment
• Lead and manage multiple integration programs simultaneously, ensuring alignment with organizational goals
• Collaborate with senior leadership, business and operations leads, external advisors and merger partners to define integration objectives and deliverables
• Facilitate communication and collaboration among cross-functional teams to ensure alignment, drive decision-making, and resolve conflicts
• Provide regular updates to program and IMO stakeholders on program status, risks, issues, and changes
• Identify potential risks and develop mitigation strategies to minimize impact on program outcomes
• Conduct regular risk assessments and implement corrective actions as needed
• Conduct risk and issue escalations as required
• Analyze existing processes and systems to identify opportunities for improvement and optimization
• Implement best practices and standardized methodologies to enhance due diligence and integration efficiencies and effectiveness
• Develop and execute change management plans to support successful integration and adoption of new processes and systems
• Provide support for new merger partners to facilitate smooth transitions
• Establish key performance indicators (KPIs) to measure integration success and track progress
• Conduct integration evaluations to identify lessons learned and areas for improvement

Requirements:

• Bachelor's degree in business administration, Project Management, or a related field
• Extensive experience in project management, with a focus on M&A integration
• Background or experience managing projects in the financial consulting space – i.e., wealth management, retirement plan consulting, executive benefits, investment consulting (defined benefits, defined contribution), life and annuity brokerage and underwriting, etc
• Strong leadership and team management skills
• Excellent oral and written communication and interpersonal skills
• Proficiency in project management software and tools
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities
• Industry knowledge
• This position may require occasional travel to various company locations
• This role may involve working outside of regular business hours to meet deadlines
• master's degree preferred
• Planview ProjectPlace experience preferred but not required