Director, Investment Strategy & Platform Integration
Listed on 2026-10-07
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Finance & Banking
Wealth Management
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
For the Director, Investment Strategy & Platform Integration position at LE0123 Focus Partners Wealth LLC, we are reviewing applications now.
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