Managing Director of Investment Platform Solutions

Essential Functions:Serves as a primary resource for platform related issues and questionsDevelops and implements the strategic platform plan to keep FLP competitive in the marketRoutinely evaluates and audits various platforms to ensure compliance and optimizationOversees the development and implementation of key business initiativesMaintains current working knowledge of industry trends and best practicesRepresents FLP in the market to drive organic growthOversees financial performance, including revenue generation, profitability, resource allocation, and risk managementLiaises with the Technology Team to ensure clients benefit from integrated online servicesDevelops budgets, monitors expensesDevelops FLP's reputation as a leader in the investment consulting industryRepresents FLP in the market to drive organic growth by participating in forums, authoring white papers, and contributing to industry publicationsEssential Knowledge, Skills & Experience:Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant professional certifications (CFA, CAIA, CIMA) preferred. Strong understanding of alternative investment strategies, asset classes, and vehicle typeProficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needs (Bloomberg, Salesforce, etc.)Maintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keep client information confidentialDeliver consistent excellent customer service to internal and external customers, colleagues and managementServe as a teacher, leader, and coach for direct reportsHave superior organizational and communication skillsAbout FLP Atrato Consulting:FLP Atrato Consulting, a division of F.L.Putnam, partners with wealth management firms and family offices to enhance investment research, due diligence, and portfolio construction capabilities.

FLP is a $15.6 billion AUA (as of 6/30/2026) wealth management platform that delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs.FLP Atrato Consulting, the investment consulting division of FLP, is seeking a Managing Director of Investment Platform Solutions. This role manages the relationships, content/collateral, and education supporting the FLP internal open architecture platform in addition to playing a key role in supporting external RIA clients of the FLP Atrato Consulting business line. The Managing Director of Investment Platform Solutions could be based in Boston, MA, New York City, NY, or Connecticut. Key Responsibilities:Platform Build: Continue to build out the open architecture platform of 3rd party investment manager relationships across traditional and alternative asset classes and vehicle types. Lead the firm's Open Architecture Committee in collaboration with the heads of asset allocation, market strategy, and private client services.Business Development: Maintain up to date collateral for all recommended investment strategies on the platform in conjunction with the staff supporting this effort. Be the primary resource for educating and preparing IAs to utilize investment managers from the platform with clients and prospects. Maintain and build the relationship with FLP's platform technology partners and custodial channels to ensure seamless implementation of investment solutions into client portfolios.FLP Atrato Consulting: Build, maintain, and represent open architecture strategy elements and capabilities in the business development and service of external RIA/Wealth Management platform clients of FLP Atrato.Essential Functions:Serves as a primary resource for platform related issues and questionsDevelops and implements the strategic platform plan to keep FLP competitive in the marketRoutinely evaluates and audits various platforms to ensure compliance and optimizationOversees the development and implementation of key business initiativesMaintains current working knowledge of industry trends and best practicesRepresents FLP in the market to drive organic growthOversees financial performance, including revenue generation, profitability, resource allocation, and risk managementLiaises with the Technology Team to ensure clients benefit from integrated online servicesDevelops budgets, monitors expensesDevelops FLP's reputation as a leader in the investment consulting industryRepresents FLP in the market to drive organic growth by participating in forums, authoring white papers, and contributing to industry publicationsEssential Knowledge, Skills & Experience:Bachelor's degree in Finance, Economics, Business, or a related field; MBA or relevant professional certifications (CFA, CAIA, CIMA) preferred.Minimum of 10 years of experience in investment analysis across various asset classesExcellent communication and presentation skills, with the ability to convey complex concepts to clients and stakeholders.Ability to work collaboratively in a fast-paced environment and manage multiple projects simultaneously.Strong understanding of alternative investment strategies, asset classes, and vehicle typeProficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software related to business needs (Bloomberg, Salesforce, etc.)Maintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keep client information confidentialDeliver consistent excellent customer service to internal and external customers, colleagues and managementServe as a teacher, leader, and coach for direct reportsHave superior organizational and communication skillsAbout FLP Atrato Consulting:FLP Atrato Consulting, a division of F.L.Putnam, partners with wealth management firms and family offices to enhance investment research, due diligence, and portfolio construction capabilities. Acting as an extension of clients' investment teams, FLP Atrato helps firms evaluate opportunities across both traditional and alternative asset classes. The team combines deep investment expertise with a practical, research-driven approach. FLP Atrato also develops advisor and client education materials that simplify complex investment concepts and support informed decision-making.F.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.