Job Description

Focus Partners Wealth seeks a Director, Investment Strategy (Integration) to lead the onboarding of firms onto a unified investment platform. You will manage integration plans, understand legacy portfolios, and direct client portfolios to approved options across the platform.

With a team of analysts, you will guide migrations, collaborate with leadership, and educate advisors to ensure high client retention and scalable growth across focused investment strategies.

#J-18808-Ljbffr

Ready to Apply?

Take the next step in your AI career. Submit your application to Socket.dev today.

Submit Application