Opportunity We are seeking a strategic and empathetic leader who thrives at the intersection of technical investment expertise and people-centered change management. The ideal candidate will bring deep experience in investment management and portfolio construction, coupled with the ability to guide advisors and acquired firm leaders through times of transition with care and clarity.

Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Base Pay Range $160,000.00/yr – $215,000.00/yr Additional Compensation Annual Bonus Role Overview The Director of Investment Integration is responsible for ensuring the seamless transition of investment processes, philosophies, and portfolios from acquired firms into NorthRock’s investment platform. This leader will collaborate across M&A, advisors, and investment leadership to reduce friction, accelerate integration, and maximize cultural alignment. The role reports directly to the Vice President, Advice Strategy & Advisor, Personal Office®. Responsibilities Lead integration efforts by overseeing the transition of investment processes, committees, and portfolios from acquired practices into NorthRock’s investment platform. Translate incoming firms’ investment philosophies, portfolio construction methods, and client narratives into NorthRock’s frameworks. Develop and execute transition roadmaps that provide temporary portfolio solutions while long-term integration occurs. Partner with advisors and investment leaders from acquired firms to deeply understand their approach and guide them through integration with empathy and care. Deliver recommendations to the NorthRock Investment Committee on potential enhancements to processes based on learnings from acquired firms. Identify products or portfolio solutions that balance the needs of acquired firms with NorthRock’s core investment philosophies. Serve as the escalation point for integration-related investment issues, collaborating with internal stakeholders to resolve challenges. Qualifications Bachelor’s degree in Finance, Economics, Business, or related field required; MBA or CFA preferred. 7–10+ years of experience in investment management, portfolio construction, or integration/transition management within financial services. Demonstrated ability to manage complex portfolio transitions and committee processes. Strong understanding of asset allocation, portfolio theory, and investment product structures. Experience with portfolio management systems and tools such as Bloomberg, Morningstar, Black Diamond, RedBlack, or Salesforce preferred. Excellent communication skills with the ability to translate technical concepts into clear, client-ready messaging. Proven success working collaboratively across teams with empathy and diplomacy during times of change. Ability to balance detail-oriented portfolio expertise with big-picture strategic integration. Who You Are Strategic Integrator: You thrive in complex environments, aligning multiple investment philosophies into a cohesive framework. Relationship Builder: You guide advisors and firm leaders with empathy, clarity, and collaboration during times of transition. Problem Solver: You balance technical detail with strategic vision to resolve challenges and accelerate integration. Strong Communicator: You translate complex investment concepts into messaging that resonates with both technical and client-facing audiences. Additional Requirements Work Authorization: Must be authorized to work in the United States. Background Check: Successful completion of a credit and criminal background check is required. Benefits & Conditions We offer comprehensive benefits, including a company‑funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO). Work conditions include occasional physical activity (lifting up to 25 pounds), extended periods of sitting and computer use, and occasional in‑office movement. We provide reasonable accommodation for individuals with disabilities. NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. About NorthRock At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families. Our culture is driven by humility, precision, and a deep sense of responsibility toward clients and one another.

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