Focus Financial Partners · 1 week ago
VP, Technology Integration
Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The M&A and Technology Integration Technical Leader is responsible for planning, coordinating, and executing all technology integration activities related to mergers, acquisitions, and divestitures, ensuring secure and scalable outcomes for the business.
Responsibilities
Act as the single-threaded technical leader for all M&A, divestiture, and move-related integration efforts across infrastructure and wealth platforms
Own Day 1 readiness, transition state design, and post-close integration execution
Translate business integration objectives into coordinated and executable technology plans
Coordinate and manage all technology workstreams, including network, identity, EUC, cloud, security, collaboration tools, CRM and portfolio management platforms (e.g., Salesforce, Orion), data platforms, and reporting systems
Develop and maintain integrated project plans, timelines, dependencies, risks, and mitigation strategies
Drive cross-functional execution across Infrastructure, Application teams, Security, Data, and external vendors
Lead cutover planning and sequencing across infrastructure and platform domains
Ensure all integrations align with enterprise architecture principles, security standards, and operating models
Define repeatable, standardized integration and separation patterns for both infrastructure and wealth platforms
Partner with application architecture and product teams to avoid point solutions and minimize long-term technical debt
Design integration approaches that support scalability, future acquisitions, and efficient divestitures
Partner with Information Security to ensure environments meet regulatory, security, and data residency requirements
Identify and manage technical risks associated with acquired or divested environments during transition periods
Ensure proper controls and governance are in place throughout all integration phases
Coordinate activities with MSPs, systems integrators, and platform vendors involved in integrations and move events
Provide technical oversight to ensure vendor delivery meets architectural and operational standards
Serve as the primary technical integration point of contact for IT and business leadership
Provide clear, concise status updates, risk assessments, and recommendations to executives
Support decision-making with data-driven analysis and trade-off modeling
Qualification
Required
15+ years of experience in enterprise IT, including direct experience leading M&A integrations, divestitures, or large-scale environment moves
Strong understanding of enterprise infrastructure domains (network, identity, EUC, cloud, security, collaboration)
Experience coordinating integrations involving business-critical applications or platforms
Proven ability to lead cross-functional technical programs with multiple dependencies
Experience working with MSPs, systems integrators, and external vendors
Preferred
Experience in financial services or other regulated industries preferred
Familiarity with wealth management technology ecosystems (e.g., Salesforce, Orion, custodial platforms, reporting tools) preferred
Experience creating standardized integration frameworks and execution playbooks preferred
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
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