About this opportunity
Focus Partners lists this Investment Strategy & Integration Director opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Focus Partners is seeking a Director of Investment Strategy (Integration) to lead onboarding of joining firms onto the unified investment platform from our MA offices on a hybrid basis. You will learn legacy portfolios, build transition plans, and guide execution with analysts, ensuring high client retention and scalable growth.
You will partner with leadership to educate advisors, coordinate project sequencing, and manage cross-functional teams through multi-phase integrations in a fast-paced
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Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.