Director, Partner Success

THE ROLE: As the Director of Partner Success, you willlead the M&A program from post-LOI through integrationin close partnership with our CEO and PE stakeholders. This role is intentionally designed to straddle both sides of the M&A process, due diligence and post-close integration, so that deal partners experience a single, consistent point of continuity as they move from evaluation through closing and onto the Apella Wealth platform. This individual reports to Apella’s Chief Operating Officer. This role represents a deliberate change from a traditional, single-phase M&A structure: rather than handing deal partners off between a diligence team and a separate integrations team at close, this role owns the relationship and the process continuously from LOI through integration. The goal of this is to reduce handoff risk and create a seamless transition for deal partners, their clients, and their employees. The role requires a unique combination of sales skills, empathy (deal partners and their clients need consistent counsel as they navigate this transition), operational expertise (spanning HR, client reporting, technology, trading and other operational aspects of both the deal partner and Apella), and disciplined project management. Timely, efficient and accurate execution and communication to senior leadership is paramount. This is aleadership rolethat provides management and direction to M&A team members and works closely with Apella Wealth executive leadership team members, external business partners, and internal support teams throughout the deal lifecycle. Where you will work: This role will beremoteor work out of our West Hartford, CT-based team with occasional travel to the HQ, office sites for deal meetings, HOVs, annual strategy planning sessions and company offsites.