Director, Investment Strategy

LE0123 Focus Partners Wealth LLC; Boston (MA); Hybrid; USD 240,000 - 260,000; Full time

Benefits offered by this job

Annual cash bonus

Benefits package

Job summary

Focus Partners Wealth LLC is seeking a Director, Investment Strategy (Integration) to lead onboarding and post-close integration of affiliated firms onto the unified investment platform, building deep knowledge of each firm's investment approach and aligning leadership and advisory teams.

Based in a hybrid Boston, MA location, the role collaborates with investment strategists, portfolio operations, and legacy firm leadership to design and execute integration plans, migrate to the platform, and

Qualifications

• Bachelor's degree in accounting, economics, engineering, finance, math, or related field.
• 15+ years of work experience in an investment-related, communications, or technical positions.
• Experience with trading and rebalancing on the investment side for the integration role.
• Broad knowledge of public and private investment strategies.
• Experience working with portfolio models and portfolio rebalancing systems.

Responsibilities

• Create and oversee the execution of integration plans that successfully bring firms joining Focus onto our unified investment platform.
• Develop an understanding of legacy firms’ investment portfolios and proprietary strategies.
• Work with legacy firms to select options from the approved investment platform to direct legacy client portfolios towards moving forward.
• Work closely with the portfolio operations team to ensure the proper integration of these targets into centralized portfolio management.
• With analyst and trading support, oversee the gradual migration out of legacy positions and into recommended strategies being mindful of tax consequences.
• Serve as the primary liaison to legacy firm and investment leadership teams, communicating effectively and building buy-in throughout the process.
• Collaborate with the investment strategist team to educate legacy firm advisors on the investment platform giving them confidence to talk to clients and prospects.
• Coordinate with integration leadership and other functional areas to manage the sequencing and schedule for firm integrations and provide regular status updates to stakeholders.

Skills

Leadership

Project management

Strategic thinking

Stakeholder management

M&A integration

Communication

Team collaboration

Education

Bachelor's Degree in Accounting, Economics, Engineering, Finance, Math, or related field

Tools

Excel

Job description

Job Description Summary: The primary role of the Director, Investment Strategy (Integration) is to successfully lead firms joining Focus through the process of onboarding onto the unified investment platform. The Director, Investment Strategy participates in the full life cycle of integration. They may engage with firms considering joining helping them learn about Focus’s investment philosophy and platform but most of their time is spent with firms post-closing. They are responsible for becoming intimately familiar with a firm’s current investment approach and building relationships with the legacy leadership and advisory teams.

This position can be based out of the following locations on a hybrid basis: Chicago, IL, St. Louis, MO or Boston, MA

Primary Responsibilities

• Create and oversee the execution of integration plans that successfully bring firms joining Focus onto our unified investment platform
• Develop an understanding of legacy firms’ investment portfolios and proprietary strategies
• Work with legacy firms to select options from the approved investment platform to direct legacy client portfolios towards moving forward
• Work closely with the portfolio operations team to ensure the proper integration of these targets into centralized portfolio management
• With analyst and trading support, oversee the gradual migration out of legacy positions and into recommended strategies being mindful of tax consequences
• Serve as the primary liaison to legacy firm and investment leadership teams, communicating effectively and building buy-in throughout the process
• Collaborate with the investment strategist team to educate legacy firm advisors on the investment platform giving them confidence to talk to clients and prospects
• Coordinate with integration leadership and other functional areas to manage the sequencing and schedule for firm integrations and provide regular status updates to stakeholders

Qualifications

• Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field
• 15+ years of work experience in an investment-related, communications, or technical positions
• Experience with trading and rebalancing on the investment side for the integration role.
• Broad knowledge of public and private investment strategies
• Experience working with portfolio models and portfolio rebalancing systems
• Demonstrated ability to lead teams through the successful completion of a multi-phase projects
• Ability to work effectively as a team player and collaborate across disciplines
• Experience with M&A investment integration
• Skilled at building trust and the respect of business leaders and advisors
• Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
• Experience planning projects or initiatives including resource loading and scheduling
• Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality
• Ability to effectively communicate with business leaders and advisors in group and one-on-one settings
• Ability to exercise sound judgment and make effective decisions that balance multiple competing priorities
• Ability to take initiative and work independently

Compensation and Benefits

This position is an exempt position.

The annualized base pay range for this role is expected to be between $240,000–$260,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package.

• annual cash bonus
• comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)

Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn.

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Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners