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
#J-18808-LjbffrDirector, Investment Strategy & Platform Integration in boston at Unknown Company
This position is listed as full time and hybrid.