Director, Investment Strategy (Integration)

The Director, Investment Strategy (Integration) leads the onboarding and integration of acquired firms onto Focus's unified investment platform, managing the full lifecycle from initial engagement through post-closing execution. This role involves developing transition plans for client portfolios, collaborating with legacy leadership teams, and educating advisors to ensure high client retention and successful platform adoption. The position requires overseeing the migration of investment strategies while maintaining strong relationships and ensuring a smooth, tax-conscious transition process.