Director, Investment Strategy

About the role

The primary role of the Director, Investment Strategy (Integration) is to successfully lead firms joining Focus through the process of onboarding onto the unified investment platform. The Director, Investment Strategy participates in the full life cycle of integration. They may engage with firms considering joining helping them learn about Focus’s investment philosophy and platform but most of their time is spent with firms post-closing. They are responsible for becoming intimately familiar with a firm’s current investment approach and building relationships with the legacy leadership and advisory teams. With the support of one or more analysts, they develop a plan for transitioning client investment portfolios and proprietary strategies to Focus approved options and oversee its execution. Throughout the process, they educate advisors and collaborate with them to ensure a smooth process that supports high client retention while building scale. This position is based out of our MA offices on a hybrid basis.

This position is an exempt position.

Focus Partners 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 supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Responsibilities

• Create and oversee the execution of integration plans that successfully bring firms joining Focus onto our unified investment platform
• Develop an understanding of legacy firms’ investment portfolios and proprietary strategies
• Work with legacy firms to select options from the approved investment platform to direct legacy client portfolios towards moving forward
• Work closely with the portfolio operations team to ensure the proper integration of these targets into centralized portfolio management
• With analyst and trading support, oversee the gradual migration out of legacy positions and into recommended strategies being mindful of tax consequences
• Serve as the primary liaison to legacy firm and investment leadership teams, communicating effectively and building buy-in throughout the process
• Collaborate with the investment strategist team to educate legacy firm advisors on the investment platform giving them confidence to talk to clients and prospects
• Coordinate with integration leadership and other functional areas to manage the sequencing and schedule for firm integrations and provide regular status updates to stakeholders

Qualifications

• Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field
• 15+ years of work experience in an investment-related, communications, or technical positions
• Experience with trading and rebalancing on the investment side for the integration role.