Integration

Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.

Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves on uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.

This Integration Lead services as the central coordinator across Investments, Client Advisory, Compliance, Legal, Technology, and Operations — ensuring cohesive execution of data infrastructure, platform buildout, and cross-functional project delivery within the Lazard Wealth ecosystem. This role spans both the ongoing data management integration of existing clients and the onboarding of new clients, whether one-off or via advisor onboarding.  We’ll trust you to: 

• Serve as the primary integration liaison for project management and onboarding across Investments, Client Advisors, Compliance, Legal, Technology, and Operations, ensuring aligned communication and shared accountability across all functional stakeholders.

• Chair and facilitate regular cross-functional working sessions to track integration milestones, surface interdependencies, and drive resolution of competing priorities across business units.

• Maintain a current stakeholder map identifying decision-makers, subject matter experts, and escalation contacts across each function for rapid issue resolution, distinct from the project-level tracking and escalation protocols detailed in Section V.

• Serve as the primary point of contact for managing the data integration component of Firm acquisitions, coordinating the assessment and onboarding of acquired client data into the Lazard technology ecosystem.

• Own end-to-end integration of all client data deliverables into Lazard Wealth’s core infrastructure tools, including Addepar and Salesforce, ensuring data accuracy, completeness, and platform-readiness across all client records.

• Define and enforce data governance standards for client data flowing into and out of Addepar and Salesforce, in coordination with Technology and Compliance.

• Manage data mapping, validation workflows, and onboarding pipes to ensure seamless flow of client data into the Lazard technology ecosystem with minimal manual intervention.

• Partner with platform vendors, internal technology teams, and Information Security to manage system configurations, integration APIs, and data feed infrastructure supporting client-facing and operational workflows.

• Conduct a comprehensive assessment of all current client deliverables — including reports, data outputs, and communications — evaluating scope, format, frequency, and fit within the existing Lazard technology and operations ecosystem.

• Develop a systematic build-vs-buy framework to determine which deliverables can be constructed natively within existing platforms and which require third-party solutions or custom development.

• Identify capability gaps across the current ecosystem and produce a prioritized gap analysis — including a proposed list of potential software systems to address identified gaps — with actionable recommendations, timelines, and resource requirements for leadership review.

• Develop and maintain a comprehensive project map encompassing all active and planned integration initiatives, including ownership, dependencies, milestones, and status across each workstream.

• Proactively identify process, technology, and resource gaps that could impede integration objectives, and develop mitigation plans in collaboration with relevant stakeholders.

Representation at Lazard

Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions.

Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

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