JRG Partners is proud to exclusively represent a premier global financial institution in its search for a highly skilled and strategic Vice President, M&A Integration. This is a pivotal leadership role based in the vibrant financial hub of Charlotte, North Carolina. Our client, a household name in the banking industry, is undergoing a period of strategic growth, with mergers and acquisitions forming a core component of its expansion strategy. This position offers a unique opportunity to be at the forefront of that growth, ensuring that every acquisition delivers on its strategic and financial promise. As the VP, M&A Integration, you will be the central figure responsible for orchestrating the complex process of merging acquired entities into the bank’s existing framework. You will not only manage the tactical aspects of integration but also provide strategic guidance to senior leadership, shaping the future operational landscape of the organization. This is a career-defining role for a seasoned M&A professional who thrives on complexity, drives results, and excels at leading cross-functional teams through transformative change.
Role Overview for VP, M&A Integration with a Global Bank – Charlotte, NC
The Vice President of M&A Integration will serve as the primary architect and leader of post-merger integration (PMI) activities for the bank. Reporting to the Head of Corporate Strategy, you will be entrusted with the end-to-end ownership of the integration lifecycle, from providing critical insights during late-stage due diligence to ensuring the full realization of deal value post-close. Your primary objective will be to ensure a seamless and efficient combination of people, processes, and technology, minimizing disruption to customers and employees while maximizing cost and revenue synergies. This role requires a unique blend of strategic thinking, financial acumen, operational expertise, and exceptional project management skills. You will establish and lead the Integration Management Office (IMO), acting as the central nervous system for all integration-related workstreams. This involves coordinating with leaders across every functional area of the bank, including Technology, Operations, Human Resources, Finance, Legal, Compliance, and all lines of business. You will be responsible for creating a comprehensive integration roadmap, defining clear success metrics, and establishing a rigorous governance structure to track progress and manage risks. The ideal candidate will be a master of influence and communication, capable of building consensus among senior stakeholders and motivating diverse teams to work towards a common goal. Your leadership will be instrumental in not only achieving the financial targets of each acquisition but also in fostering a unified corporate culture that embraces change and drives long-term, sustainable growth for this global banking leader.
Key Responsibilities of VP, M&A Integration with a Global Bank – Charlotte, NC
Integration Strategy and Planning
Develop and own the master integration plan and playbook for all acquisitions. Translate the deal thesis and synergy targets into a detailed, actionable integration roadmap with clear timelines, milestones, and dependencies for each functional workstream.
Integration Management Office (IMO) Leadership
Establish and lead the IMO, providing the structure, governance, and tools necessary for successful execution. Chair regular IMO meetings, track progress against the plan, and ensure accountability across all workstreams.
Cross-Functional Team Orchestration
Lead and coordinate a large, diverse team of functional experts from both the acquiring and target organizations. Foster a collaborative environment, facilitate effective decision-making, and resolve conflicts and roadblocks swiftly.
Synergy and Value Capture
Work closely with business and finance leaders to validate, track, and report on the realization of both cost and revenue synergies. Develop detailed financial models and dashboards to provide leadership with clear visibility into deal performance against targets.
Stakeholder Communication and Change Management
Develop and execute a comprehensive communication plan to keep all stakeholders, from the executive committee to front-line employees, informed and engaged. Partner with HR and Communications to develop and implement change management strategies that address cultural integration and employee morale.
Risk Management and Mitigation
Proactively identify potential integration risks (operational, technological, cultural, regulatory) and develop robust mitigation plans. Ensure all integration activities are compliant with banking regulations and internal policies.
Due Diligence Support
Act as the integration subject matter expert during the late stages of the M&A due diligence process. Provide critical input on operational complexities, integration costs, potential risks, and synergy estimates to help inform deal structure and valuation.
Playbook Development and Continuous Improvement
Continuously refine and enhance the bank’s M&A integration methodology, tools, and templates based on lessons learned and industry best practices. You will be expected to stay abreast of and implement the latest M&A integration best practices to enhance the bank’s capabilities and institutionalize knowledge.
Requirements for the VP, M&A Integration with a Global Bank – Charlotte, NC
Educational Background
A Bachelor’s degree in Finance, Business Administration, Economics, or a related field is required. An MBA or other advanced degree is strongly preferred.
Professional Experience
A minimum of 10-12 years of relevant professional experience, with at least 7+ years in a dedicated M&A integration, corporate development, or management consulting role with a focus on post-merger integration (PMI).
Industry Expertise
Significant experience within the banking or financial services industry is mandatory. A deep understanding of banking operations, products, technology platforms, and regulatory frameworks (e.g., OCC, Federal Reserve) is essential for success.
Project Management Excellence
Proven track record of leading large-scale, complex, cross-functional programs from inception to completion. Formal project management certification (PMP, PRINCE2) is a significant asset.
Financial Acumen
Strong financial and analytical skills, with the ability to understand and interpret financial statements, build synergy models, and track the financial performance of an acquisition.
Leadership and Influence
Exceptional leadership skills with a demonstrated ability to lead through influence in a matrixed organization. Must possess the executive presence and credibility to advise and challenge senior executives.
Communication Skills
Outstanding written and verbal communication skills, with the ability to synthesize complex information into clear, concise messages for a variety of audiences, including C-suite executives.
Problem-Solving Abilities
A highly analytical and structured thinker who can navigate ambiguity, identify core issues, and develop practical solutions to complex business problems.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a world-class compensation and benefits package designed to support your professional and personal well-being. This includes:
Competitive Compensation
A highly competitive base salary, a significant annual performance-based bonus, and participation in the long-term incentive plan.
Comprehensive Health & Wellness
Premier medical, dental, and vision insurance plans for you and your dependents, along with generous wellness programs, and a health savings account (HSA) with employer contributions.
Retirement Planning
A market-leading 401(k) plan with a substantial company match to help you secure your financial future.
Work-Life Balance
A generous paid time off (PTO) policy, numerous paid holidays, and comprehensive parental leave policies to support growing families.
Career Development
A strong commitment to professional growth with access to leadership development programs, a significant tuition reimbursement program, and support for attending industry conferences and obtaining certifications.
Additional Perks
Employee banking benefits, commuter benefits, life and disability insurance, and potential for relocation assistance to the Charlotte area.
How to Apply
This is a unique and highly visible opportunity to make a significant impact on the growth trajectory of a global banking leader. If you are a results-driven M&A integration expert with a passion for excellence, we encourage you to apply. JRG Partners is managing this search exclusively. To be considered, please submit your resume and a cover letter detailing your relevant experience. We look forward to reviewing your application.
