• Serve as the marketing lead from signed LOI through 90+ days post-close, translating deal complexity into clear, actionable integration plans. • Share accountability for both strategic direction and day-to-day execution across integrations. • Partner with M&A, Integration, Advisor Services, Technology, and Leadership teams to align marketing strategy with broader transition objectives. • Provide executive-level clarity on integration risks, readiness, and growth opportunities. • Surface potential friction points early and proactively escalate where necessary. • Operate effectively in ambiguous situations where prior models may not exist. • Work collaboratively across teams to solve integration challenges in real time, ensuring alignment within our offerings, while minimizing exceptions where possible. • Align marketing onboarding to measurable growth outcomes — not just brand transition. • Identify early-stage New Client New Money (NCNM) and Existing Client New Money (ECNM) activation opportunities. • Support the development of a structured growth roadmap for each acquired firm. • Identify repeatable revenue levers across integrations and formalize them into scalable playbooks. • Track and report on KPIs including onboarding timelines, early marketing adoption, and growth activation milestones. • Lead marketing diligence and readiness assessments pre‑close, partnering with M&A and Integration to shape integration strategy, resourcing, and growth expectations before APA. • Assess prior marketing strategy, spend, brand positioning, client experience, digital presence, vendor dependencies, and growth potential. • Lead, coach, and develop two onboarding project managers to operate with increasing autonomy and accountability. • Establish clear performance expectations, deadlines, and execution rigor. • Continuously evolve and standardize the marketing integration framework to support larger, more complex acquisitions.