Integration Manager
Location
Missouri
Posted
3 days ago
Salary
$85K - $95K / year
Seniority
Lead
Job Description
Integration Manager
Focus Partners Wealth
• 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.
Job 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
Related Guides
Related Categories
Related Job Pages
More Manager Jobs
• As an Origination Manager, you will be the “deal shepherd” responsible for managing our commercial funnel. • Your mission is to maintain momentum, build trust with clients, and seamlessly coordinate internal technical, legal, and financial teams to get deals closed. • Act as the commercial driver moving newly identified generation opportunities through the development and contracting pipeline • Serve as a highly responsive, trusted point of contact for utilities (IOUs, Munis, and Co-ops), developers, and large energy buyers • Coordinate internal stakeholders across engineering, regulatory, finance, legal, and operations to ensure technical and commercial alignment • Navigate RTO/ISO frameworks, power market fundamentals, and transmission interconnection processes to support project delivery • Support the structuring, negotiation, and implementation of PPAs, tolling agreements, capacity agreements, and related commercial documents • Synthesize complex commercial, technical, and regulatory data into clean, executive-level presentations and narratives for senior leadership
• Change people’s lives and love what you do! • Support the North Florida and Orlando territory for Cochlear. • Travel up to 60% of the time with overnight stays and weekends. • Execute industry leading medical device B2C sales. • Implement local consumer marketing and candidate nurture strategies. • Manage, develop and inspire mentoring volunteers. • Provide candidate communication through various vehicles. • Report issues via the Cochlear complaint management system. • Demonstrate sales and business acumen. • Collaborate with B2B teammates and develop strong relationships. • Maintain accurate documentation in compliance with Cochlear’s policies. • Provide market intelligence and competitive information for effective customer engagement. • Maintain a professional image when representing Cochlear Americas.
• Execute industry leading medical device B2C sales through complex sales techniques • Drive territory strategy to achieve yearly sales revenue targets • Support the Chicago territory for Cochlear • Engage with candidates and professional partners as the expert of Cochlear products • Implement local consumer marketing and candidate nurture strategies aimed at growing the market for Cochlear implantable technology • Plan and execute candidate growth events • Develop strategic community relationships as well as consumer support for professional partners • Manage, develop and inspire mentoring volunteers • Provide candidate communication through various channels • Report issues via Cochlear complaint management system and provide follow up and closure • Demonstrate sales and business acumen to identify market opportunities • Establish strong relationships with key people in the assigned territory • Ensure compliance with Cochlear policy, laws, and regulations in sales activities • Maintain accurate documentation of sales activities and customer interactions • Collaborate with B2B teammates to educate on products • Execute sales and marketing initiatives
• Comply with and enforce compliance with our Channel Partner Took Kit or any other tool that ensures ethics with our compliance standards. • Act as the interface between Distributors, DSM´s and all internal functions. i.e. Customer Service, Operations, finance on all day-to-day distribution issues. • Have an overview and understanding of each country • Daily management of campaigns and promotions with all Distributors. • Conduct regular updates to directors and Senior Leaders within the business on regional Distribution activities via Growth War Room, ensuring maintenance of daily management, funnel management and presentation of GWR activities. • Desing and implement process to drive improved integration of Distribution management in SFDC when applicable. • Be the interface with Operations functions for order prioritization. • Implement and drive processes to ensure improved management and understanding lead times with our distributors. • Conduct research on market trends and support product launches and networking events. • Perform regular inventory checks. • Support our distributor network with business agreement and penetration for our LNA´s and GSA´s.
