Director, Integration Strategy

Compensation Transparency Salary: $160,000 to $200,000 + bonus potential up to 20% Bonus eligible At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level. About Earned Earned Wealth is building the first fully integrated financial platform designed exclusively for healthcare professionals. Doctors face a uniquely complex financial life high income, significant debt, late career starts, and little time to manage it all. Earneds answer is a single, trusted partner that delivers tax, accounting, wealth management, insurance, and legal services across a healthcare professionals entire financial lifecycle from residency through retirement. We currently manage $3.4B+ in client assets, serve 20,000+ clients nationwide, and are backed by $200M of committed capital from Summit Partners and Silversmith Capital Partners. We are scaling rapidly growing through organic expansion across multiple service lines and a continuous cadence of firm acquisitions and building the platform from the ground up with modern technology and AI. Our mission is straightforward: enable the financial well-being of healthcare professionals, their families, and their practices. Everything we build, hire for, and prioritize runs through that lens. Job Summary The Director, Integration Strategy will partner closely with our corporate development, growth, operations, finance, and people teams alongside key employees at newly acquired businesses. This person will build on our Integration Playbook with a continuous improvement mindset and define repeatable, scalable processes to bring newly acquired companies onto the Earned platform, turning Earned into the only place a Doctor needs to go to have their financial needs met. This is a critical role that will determine the goals and KPIs for how we measure the success of our integration efforts. Key Responsibilities Perfect an integration playbook specific to types of acquisitions Earned will make (by size and type i.e. tax firms, wealth management firms, and other firms).As part of this, continually revise and define the activities and timescale against which we integrate new acquisitions, rooted in our overall strategy, with input from key cross-functional stakeholders (product, technology, advisory services, operations, finance, people, etc.). Drive financial accountability for integration outcomes. Define and own the metrics that connect integration execution to deal economics.Create repeatable processes and template-centric approaches to bringing new companies onto the Earned platform, including project plans, cross-functional team structure, communications plans and messaging.Design a tight handoff process from the M&A team to integrations work, ensuring proper diligence for all integration teams through a repeatable, priority-drive frameworkDefine the KPIs against which we will measure integration success.Inform on the governance needed to manage an increasingly complex pipeline of acquired assets at different stages of the integration process.Contribute to Board and other external stakeholder reporting. Key Requirements Bachelor's degree; MBA optional7+ years of experience at organizations that have grown primarily through inorganic meansDemonstrated track record of leading integration activities at a company with a roll-up strategyProject management experience, including implementation of PM software Willingness to travel up to twice per monthHigh EQ; able to empathize with teams from acquired companies who are undergoing a big transitionStrong communicator; able to communicate at the vision level and at an executional level against our integration plan Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individuals job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful. Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.