About this opportunity
LE0123 Focus Partners Wealth LLC lists this Director, Investment Strategy & Platform Integration opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
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
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.