Integration Manager

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🔥 0 minutes ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $85k - $95k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👔 Manager

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Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

👥 B2C

Finance • Wealth Management • B2C

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Provide leadership throughout the Focus Partners Wealth office integration process. • Deliver a high level of service and a consistent experience to teams integrating into the Focus Partners Wealth culture. • Provide in-depth training and support on Focus Partners Wealth tools, processes, and resources. • Support day-to-day integration operations for Focus Partners Wealth acquisitions, from due diligence through the acquisition date. • Maintain a strong understanding of custodial relationships with Fidelity, Pershing, and Schwab. • Advocate for integrating teams and identify opportunities for improvement where applicable. • Ensure timely delivery of reports, documentation, and planning materials needed by Advisors and integration stakeholders. • Contribute to recurring meetings with team leaders and ad hoc check-ins focused on operational efficiency. • Create training and development plans for new or existing Integration team members.

🎯 Requirements

• 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.

🏖️ Benefits

• Annual cash bonus • Comprehensive benefits package