ZipRecruiter

Log In

1

Client Integration Specialist Jobs in Colorado (NOW HIRING)

next page

Showing results 1-20

All JobsClient Integration Specialist JobsClient Integration Specialist Jobs in Colorado

Client Integration Specialist information

See Colorado salary details

$34.7K

$96.3K

$150.9K

How much do client integration specialist jobs pay per year?

As of Aug 30, 2026, the average yearly pay for client integration specialist in Colorado is $96,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,800.00 and $127,200.00 per year, depending on experience, location, and employer.

What does a client integration specialist do?

A Client Integration Specialist is responsible for managing the technical and logistical aspects of integrating a company's products or services with a client's existing systems. They collaborate with clients to understand their requirements, configure solutions, and ensure a smooth onboarding process. This role often involves troubleshooting issues, providing training, and acting as a liaison between the client and internal teams to ensure successful implementation and client satisfaction.

What are the key skills and qualifications needed to thrive as a client integration specialist, and why are they important?

To thrive as a Client Integration Specialist, you need a solid background in technical troubleshooting, systems integration, and project management, often supported by a degree in computer science or a related field. Familiarity with APIs, data mapping tools, CRM or ERP systems, and relevant certifications like Salesforce or PMP are commonly required. Excellent communication, problem-solving skills, and the ability to manage client relationships are essential soft skills for this role. These competencies ensure seamless onboarding, successful implementation, and strong client satisfaction throughout integration projects.

What are some common challenges faced by client integration specialists during onboarding projects?

One common challenge for Client Integration Specialists is managing the technical complexities of integrating diverse client systems, which may require custom solutions or troubleshooting unforeseen compatibility issues. Additionally, balancing multiple projects with tight deadlines and ensuring clear communication between internal teams and client stakeholders can be demanding. Successful specialists proactively address these challenges by maintaining strong organizational skills, providing regular updates, and fostering collaborative relationships to ensure smooth and timely integrations.

What is the difference between Client Integration Specialist vs Customer Success Manager?

AspectClient Integration SpecialistCustomer Success Manager
Primary FocusImplementing and integrating client systems and solutionsEnsuring client satisfaction and retention post-implementation
Required SkillsTechnical knowledge, project management, communicationRelationship management, communication, problem-solving
Work EnvironmentTechnical teams, client sites, project-basedAccount management, ongoing client engagement
CertificationsRelevant technical certifications often preferredCustomer service or success certifications

While both roles involve client interaction, the Client Integration Specialist primarily focuses on technical implementation and system setup, whereas the Customer Success Manager emphasizes maintaining long-term client relationships and satisfaction. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.

How much does a client integration specialist make?

A client integration specialist typically earns between $50,000 and $80,000 annually, depending on experience, location, and industry. Entry-level roles may start lower, while experienced specialists with certifications and technical skills can earn higher salaries. Compensation often includes benefits such as health insurance and performance bonuses.

What are popular job titles related to Client Integration Specialist jobs in Colorado?

For Client Integration Specialist jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Client Integration Specialist jobs in Colorado look for?

The top searched job categories for Client Integration Specialist jobs in Colorado are:

What cities in Colorado are hiring for Client Integration Specialist jobs?

Cities in Colorado with the most Client Integration Specialist job openings:

Client Integration Specialist jobs near you
Infographic showing various Client Integration Specialist job openings in Colorado as of August 2026, with employment types broken down into 77% Full Time, and 23% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $96,336 per year, or $46.3 per hour.

M&A Integration Specialist

Summit Wealth Group

Colorado Springs, CO • On-site

$85 - $110/hr

Other

Re-posted 13 days ago

Job description

Location: Colorado Springs, CO (corporate HQ preferred); remote considered for the right candidate; may also be housed at any Summit location; travel to acquired firm locations required during active integrations

Employment Type: Full-time, exempt

Compensation: $85,000 – $110,000 base, commensurate with experience; eligible for performance-based bonus tied to integration milestones and firm goals

About Summit

Summit Wealth Group is a nationally recognized leader in personalized financial planning and investment management, honored by Forbes as a “Best-in-State” firm. Behind our client’s experience is a culture built on respect, alignment, and strategic growth—where employees are empowered to make meaningful contributions to the firm’s long-term success.

Position Summary

The M&A Integration Specialist owns the end-to-end operational execution of bringing acquired firms into Summit—from the moment a deal closes through final legacy workflow elimination. It is the connective tissue between Summit’s standards and an incoming firm’s reality, ensuring that re-papering, custodial transitions, billing alignment, and advisor onboarding all happen on time and on standard. Summit has integration foundations in place from prior transitions; this role will refine, extend, and standardize that work into a repeatable playbook.

Core Responsibilities Integration Planning
  • Build detailed transition timelines, checklists, and project plans for each merger or acquisition.
  • Conduct operational audits of incoming firms, workflows, platforms, custodial relationships, and documentation.
  • Identify integration gaps and surface risks to the COO and Operations Manager before transition begins.
  • Coordinate with compliance and legal regulatory requirements tied to each transition, including ADV amendments, state registrations, and client notices.
  • Support the Head of Advisor Success and COO on due diligence preparation and operational assessment for prospective mergers and acquisitions.
Account Re-Papering & Custodial Transition
  • Track and manage advisory agreement execution across all client accounts.
  • Monitor ACAT transfers, custodial forms, and account paperwork completion.
  • Maintain detailed, real-time status logs for all re-papering activity.
  • Escalate incomplete or at-risk documentation before it becomes a compliance issue.
Systems & Workflow Integration
  • Coordinate CRM migration and data mapping for incoming firms in partnership with the Platform & Custodian Coordinator.
  • Align billing processes and ensure accurate fee structures are implemented in Summit’s systems in conjunction with the Accounting & Finance Department.
  • Standardize document storage and eliminate legacy workflows post-integration.
  • Ensure all system and platform work aligns with standards set by the Operations Manager.
Advisor Operational Onboarding
  • Train incoming advisors and staff on Summit workflows, platforms, and operational standards.
  • Monitor 90-day transition adoption and address gaps in process adherence.
  • Serve as the primary operational point of contact for acquired advisors during the transition window.
Documentation & Post-Integration Review
  • Maintain thorough integration documentation and audit-ready records throughout each project.
  • Conduct post-integration reviews and document lessons learned to improve future transitions.
  • Between active integrations, contribute to SOP development, platform documentation, and operational improvement initiatives.
Qualifications
  • Bachelor’s degree in business, finance, operations, or a related field.
  • 4–7 years of operations, project management, or integration experience at an RIA, broker-dealer, or wealth management firm.
  • Direct experience supporting at least one RIA or broker-dealer integration, conversion, or acquisition—from re-papering through systems migration.
  • Demonstrated project management skills—you’ve owned complex, multi-workstream projects with real deadlines and produced project plans, status reports, and post-mortems leadership can trust.
  • Working knowledge of custodial operations (SEI, Fidelity, Schwab, or similar), ACAT processes, and core wealth management platforms (CRM, portfolio management, billing)—and how they connect during migration.
  • Familiarity with advisory agreements, Form ADV amendments, state registration requirements, and client notice obligations.
  • Executive presence and the judgment to push back on acquired firm leadership when standards are at risk, without damaging relationships.
  • Willingness to travel to acquired firm locations during active integrations (typically short trips; volume varies by deal flow).
  • Experience with Summit’s technology stack preferred: Redtail, Orion, SEI, Fidelity, RightCapital, Holistiplan, Nitrogen, AssetMap.
AAP/EEO Statement

Summit provides equal employment opportunities to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

#J-18808-Ljbffr

Apply