Focus Financial Partners

Director, Investment Strategy

Boston, MA, St · Director

Sponsorship not specified$240k-$260kDetected 23 days ago

AccountingExcelM&ALeadershipCommunication

About the role

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.
Work with legacy firms to select options from the approved investment platform to direct legacy client portfolios towards moving forward

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.
Develop an understanding of legacy firms' investment portfolios and proprietary strategies
With analyst and trading support, oversee the gradual migration out of legacy positions and into recommended strategies being mindful of tax consequences
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
Create and oversee the execution of integration plans that successfully bring firms joining Focus onto our unified investment platform
Serve as the primary liaison to legacy firm and investment leadership teams, communicating effectively and building buy-in throughout the process

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.
Broad knowledge of public and private investment strategies
Experience working with portfolio models and portfolio rebalancing systems
Experience with M&A investment integration
Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail
Experience planning projects or initiatives including resource loading and scheduling
Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality
Ability to effectively communicate with business leaders and advisors in group and one-on-one settings
Demonstrated ability to lead teams through the successful completion of a multi-phase projects
Ability to work effectively as a team player and collaborate across disciplines
Skilled at building trust and the respect of business leaders and advisors

The annualized base pay range for this role is expected to be $240,000 - $260,000 per year.

This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.