Investment Strategy & Integration Director

Focus Financial Partners

Wacker Township (SD)

Hybrid

USD 240,000 - 260,000

Full time

14 days+

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Job summary

Focus Partners is seeking a Director of Investment Strategy (Integration) to lead onboarding of joining firms onto the unified investment platform. The role covers post-close integration, portfolio transitions, and advisor education to ensure high client retention and scalable growth.

Based in a hybrid arrangement across Chicago, St. Louis, or Boston, the candidate will collaborate with legacy leadership, leverage analysts, and coordinate with portfolio operations to execute seamless transitions

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.
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 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.