Focus Partners seeks a Director of Investment Strategy (Integration) to lead on-boarding and integration of joining firms onto our unified investment platform. You will work with legacy leadership and analysts to transition client portfolios to Focus-approved options, educating advisors and ensuring high client retention while building scale.
The role is hybrid with locations in Chicago, St. Louis, or Boston, requiring deep investment knowledge, M&A integration experience, and strong leadership
#J-18808-LjbffrDirector, Investment Strategy & Platform Integration in boston at Unknown Company
This position is listed as full time and hybrid.