O&I Integration Manager

position summary

the o&i integration manager is responsible for managing the onboarding and integration of new focus partners wealth offices, as well as supporting the continued integration of existing offices. This role provides tailored solutions for the complex needs of newly integrated offices by collaborating with associates across the firm and, when appropriate, external partners.

the integration manager supports operational questions, participates in onsite visits to focus partners wealth offices, and serves as an escalation point for established focus partners wealth teams in st. Louis and other locations. This role helps ensure short-term and project-based goals align with the objectives of transaction partners and the terms of their agreements with focus partners wealth, with a focus on client retention, growth opportunities, and a seamless transition experience.

the integration manager works closely with the managing director, onboarding & integration; integration directors; advisors; data analysts; advisory teams; and focus partners wealth client service team leadership while serving as a primary point of contact for offices in active integration within the focus partners wealth family.

required qualifications:

• bachelor’s degree in business or equivalent professional experience.
• seven or more years of experience in wealth management, client service, operations, integration, or a related field.
• strong client service orientation, with the ability to build trusted relationships and deliver a consistent, high-quality experience.
• excellent written and verbal communication skills, with the ability to engage effectively with associates at multiple levels of the organization.
• strong organizational skills, attention to detail, critical thinking, and sound judgment.
• ability to collaborate across teams, adapt quickly to change, and respond effectively to varying priorities, situations, and personalities.
• proficiency with microsoft office, microsoft excel, adobe, virtual meeting platforms, crm tools, and core wealth management systems.

preferred qualifications:

• five or more years of focus partners wealth experience.
• series 65 license.
• experience with orion advisor services, salesforce, fidelity, schwab, pershing, and related custodial or wealth management platforms.
• experience facilitating virtual meetings, trainings, or onboarding experiences using microsoft teams, zoom, or similar platforms.

additional competencies:

• collaborative, team-oriented approach with the ability to motivate and engage others.
• commitment to producing accurate, high-quality work in a timely manner.
• confidence working with associates across departments and levels of responsibility.
• ability to contribute positively to a professional, service-focused, and growth-oriented team culture.

this position is an exempt position. The annualized base pay range for this role is expected to be between $85,000-$95,000
. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package

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focus partners wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, focus partners wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, focus partners wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus partners wealth is part of focus financial partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about focus partners wealth, visit  or follow the company on linkedin.

focus is an equal opportunity…