DIRECTOR, INTEGRATION LEAD
CCM ADMINISTRATIVE SERVICES LLC · Posted Nov 11, 2026
- Chicago, Illinois, United States
- On-site
- Full-time · Manager
The Integrations Lead is a highly visible role responsible for the onsite management and execution of complex advisory team transitions. This role leads Transition team members and Client Service Integration Specialists throughout active integrations, ensuring that client onboarding and service enrollment are executed accurately, efficiently, and with urgency. The role serves as the primary onsite escalation point and is accountable for maintaining momentum, resolving issues in real time, and ensuring transition plans, milestones, and deliverables are completed successfully.
Responsibilities
- Lead onsite transition execution of newly joined advisory teams, establishing clear priorities, responsibilities, timelines, and performance expectations throughout the transition.
- Oversee end-to-end execution of client onboarding, service enrollment, account transitions, ensuring work is completed with speed, accuracy, and adherence to firm policies and procedures.
- Maintain accurate status reporting and monitor transition progress, adjusting priorities and resources as needed to maintain momentum and meet deadlines.
- Serve as the primary onsite escalation point, troubleshooting complex issues in real time and escalating matters requiring broader organizational support.
- Lead the onsite team with consistency and composure, providing direction, coaching, and real-time feedback while reinforcing performance expectations.