Focus Partners Wealth is seeking a Director of Investment Strategy to lead the integration of joining firms onto the unified investment platform, working with legacy teams to transition portfolios and educate advisors for a smooth post-closing process.
Based on a hybrid schedule in Chicago, St. Louis, or Boston, the role demands deep investment knowledge, leadership, and the ability to collaborate across teams to deliver scale and high client retention.
#J-18808-LjbffrDirector, Investment Strategy & Integration in chicago at Unknown Company
This position is listed as full time and hybrid.