As part of the Partnership Strategy team at Focus Financial Partners, you will play a pivotal role in driving growth and operational excellence for our partner firms. This position offers a unique opportunity to work at the forefront of the rapidly evolving RIA sector, leveraging your strategic and analytical skills to help shape the future of wealth management.
This role can be based in New York, NY; or San Francisco, CA.
Primary Responsibilities
- Serve as a relationship manager to 50+ Focus Network firms, in a team-based delivery model
- Work directly with Focus firms ($500M - $100B+ in AUM) in leading and supporting initiatives to drive growth, improve business efficiency, and improve sustainability
- Monitor P&L performance across firms to highlight areas for operational efficiency and growth improvements
- Drive a strategic agenda with Network firms and support decision making through delivering data, insights, and impact
- Partner with senior Focus resources in delivering our platform of client solutions to Network firms
- Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus partner firms
Qualifications
- 6-8+ plus years of combined experience working in wealth management and / or consulting (preferably, with a focus on wealth management or financial services)
- Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA a plus
- Experience on a client facing team with revenue and / or asset goals a plus
- Prior consulting, practice management, and / or wealth management experience a plus
- Demonstrated leadership and ability to be a self-starter
About Focus Partners
Focus Partners, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.
Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions.
We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.
This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$189,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Focus Financial Partners New York, New York, USA Office
875 3rd Avenue, 28th Floor, New York, NY, United States, 10022
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