Focus Financial Partners Benefits Overview

Conduct fundamental equity research across Financials (digital assets, asset managers, payments, banks, fintech). Build and maintain financial models, prepare research reports and stock pitches, monitor holdings and industry developments, synthesize filings and calls, collaborate with portfolio managers, present recommendations, and support firm-wide ad hoc research.

Provides accounting, financial reporting, and analysis services for client accounts. Responsibilities include accounts payable and receivable, payroll, general ledger reconciliation, financial statement preparation, forecasting, month-end and quarter-end close support, investment transaction recording, audit coordination, and client communication. The role manages multiple engagements, maintains accurate financial records, supports accounting projects, and identifies process improvements while delivering responsive client service.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.