THE MATHER GROUP

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind.

You don’t get one advisor – you get The Mather Group.

‍
PROJECT MANAGER – M&A INTEGRATIONS & INITIATIVES

The Project Manager – M&A Integrations & Initiatives will lead the seamless integration of newly acquired wealth management firms into The Mather Group (TMG), ensuring alignment across people, processes, and technology. This hands-on role also supports the execution of key strategic initiatives firmwide.

Reporting to the Chief Operating Officer, the Project Manager will oversee day-to-day integration efforts and drive cross-functional execution. The ideal candidate combines a track record of strong project leadership in the wealth management industry, and analytical insight, with a deep expertise in change management, process improvement, and enterprise technology. This high-impact role is critical to TMG’s continued growth and operational excellence.

‍

SPECIFIC ROLE RESPONSIBILITIES

• Lead the planning and execution of M&A integrations from due diligence through full integration, coordinating across all functional departments.
• Serve as the primary day-to-day point of contact for newly acquired firms during the integration process.
• Develop detailed project plans, timelines, and deliverables; track progress and manage interdependencies and risks.
• Ensure all integration milestones are achieved on time and aligned with strategic objectives set by the COO and executive leadership.
• Support execution of firmwide strategic initiatives, including technology implementations, process optimization, and organizational change projects.
• Define project scope, requirements, and success metrics; facilitate collaboration across departments and functional leads.
• Conduct stakeholder interviews and working sessions to understand business needs, uncover process gaps, and define operational requirements.
• Document business processes, identify improvement opportunities, and support development of scalable SOPs and playbooks.
• Provide consistent reporting, updates, and decision-support materials to the COO and senior leadership team.
• Drive accountability across teams, facilitate resolution of roadblocks, and ensure projects are completed on time and within scope.
• Help build and continuously improve the firm’s M&A integration framework, templates, and tools to support repeatable, scalable integration practices.

‍

DESIRED EXPERIENCE

• Bachelor’s degree in Business, Finance, Operations, or related field; PMP strongly preferred.
• 8+ years of experience leading M&A integrations, tech implementations, and strategic initiatives.
• Proven success managing organizational change in complex, fast-paced environments.
• Prior PM experience in the wealth management or financial services industry strongly preferred.
• Deep knowledge of project management tools and methodologies; experience with Smartsheet or similar platforms is a plus.
• Consistent track record of delivering cross-functional projects on time, within scope, and within budget.
• Strong analytical and problem-solving skills with sharp attention to detail.
• Confident communicator with executive presence and the ability to influence across levels.
• Skilled at navigating competing priorities and driving alignment across functions.
• Self-starter with strong ownership mentality and accountability for outcomes.
• Excellent at building relationships, resolving conflict, and leading through ambiguity.
• Able to manage multiple projects simultaneously under tight deadlines.
• Clear and effective in written communication and executive-level reporting.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).

‍

ROLE INFORMATION

• Status: Full-Time (Hybrid)
• Location: Chicago, IL
• Salary Range: $155,000 - $160,000
• Reports to: Kristen Oziemkowski, Chief Operations Officer

‍

‍