Director, Investment Strategy & Integration

Focus Financial Partners; St. Louis (MO); Hybrid; USD 240,000 - 260,000; Full time

Job summary

Focus Financial Partners seeks a Director, Investment Strategy (Integration) to lead onboarding of joining firms onto our unified investment platform and manage the full integration lifecycle.

You will learn legacy firms' investment approaches, build relationships with leadership and advisors, and plan transitions of portfolios to Focus-approved options with support from analysts. This role offers hybrid locations in Chicago, St. Louis, or Boston and a base salary range noted below.

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
• 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

Responsibilities

• Create and oversee 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

Communication

Team collaboration

Project management

M&A integration

Excel

Portfolio knowledge

Strategic thinking

Attention to detail

Education

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

Tools

Portfolio models

Rebalancing systems

Job description

Focus Financial Partners seeks a Director, Investment Strategy (Integration) to lead onboarding of joining firms onto our unified investment platform and manage the full integration lifecycle.

You will learn legacy firms' investment approaches, build relationships with leadership and advisors, and plan transitions of portfolios to Focus-approved options with support from analysts. This role offers hybrid locations in Chicago, St. Louis, or Boston and a base salary range noted below.