Director, Investment Strategy & Platform Integration

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

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