{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6014579004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5162457004,"location":{"name":"Brisbane, Queensland, Australia; Sydney, New South Wales, Australia; Melbourne, Victoria, Australia"},"metadata":null,"id":6014579004,"updated_at":"2026-06-04T18:18:21-04:00","requisition_id":"781","title":"Accountant","company_name":"Focus Financial Partners","first_published":"2026-06-04T18:18:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Accountant is an internal finance role supporting the day-to-day financial operations across Focus Partners Australia and Escala.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Working closely with the Senior Accountants, this role plays a key part in delivering accurate and timely financial processing, maintaining strong financial controls, and supporting month-end activities across both businesses.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The role provides hands-on support across accounts payable, receivable, and transactional finance, while also contributing to a well-organised and efficient Finance function.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Accounts Payable \u0026amp;amp; Expenses\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Enter supplier invoices and bills into Xero accurately and in a timely manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and process weekly accounts payable payment runs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor outstanding invoices and follow up on discrepancies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Review employee expense claims, ensuring compliance and completeness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Follow up with employees for missing receipts or documentation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare monthly expense reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Accounts Receivable\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support debtor management and collections (primarily accounting invoices)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor aged receivables and follow up with internal teams or clients as required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with allocation of receipts and reconciliation of AR balance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Banking \u0026amp;amp; Transactions\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Perform daily saving and coding of bank transactions for Commpay processing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain accurate and up-to-date banking records\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete bank reconciliations in Xero\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare weekly Escala bank transaction reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Internal Billing \u0026amp;amp; Intercompany Transactions\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and process internal invoicing (e.g. service fees, salary on-charges, training costs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support intercompany transactions across Focus Partners Australia and Escala\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure accuracy and consistency in internal cost allocations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Month-End \u0026amp;amp; Reporting Support\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with month-end processes, including reconciliations and data preparation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Save and organise finance documentation (e.g. bank statements, commission statements)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support preparation of working papers and reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure financial records are complete, accurate, and audit-ready\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;General Finance Support\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with other finance and reporting activities (e.g. invoicing, system updates, revenue tracking) as required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide responsive support to internal stakeholders across both businesses\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist the broader Finance team with ad hoc tasks as required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in accounting or related discipline.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;2 + years’ experience public practice or in a similar finance, accounts or assistant accountant role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with accounts payable, receivable and bank reconciliations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intermediate Excel skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience using Xero (or similar accounting software)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong attention to detail and accuracy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Good organisational skills and ability to manage competing priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Confident communicator with a proactive approach to follow-ups\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Skills and Attributes\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Reliable and consistent in delivering accurate work\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High attention to detail with strong sense of ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-oriented with a willingness to support others\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive and keen to learn\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfortable working across multiple entities and stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4077514004,"name":"Brisbane, Queensland, Australia","location":"Brisbane, Queensland, Australia","child_ids":[],"parent_id":null},{"id":4071759004,"name":"Melbourne, Victoria, Australia","location":"Melbourne, Victoria, Australia","child_ids":[],"parent_id":null},{"id":4071758004,"name":"Sydney, New South Wales, Australia","location":"Sydney, New South Wales, Australia","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5977753004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5145182004,"location":{"name":"Century City, Los Angeles, CA, Encino, California, United States"},"metadata":null,"id":5977753004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"662","title":"Account Manager","company_name":"Focus Financial Partners","first_published":"2026-04-21T10:04:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA. The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances of their assigned clients, and oversees a staff of bookkeepers.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate workflow of bookkeeping team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and distribute mail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee daily client activity, including requests and timely follow up on all outstanding matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review work of bookkeepers (AP/AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Cash management by reviewing bank balances and statements and approving transfers as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Download and monitor credit card activity for fraud alerts and credit score issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor insurance renewals and claims\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;New client set up, including bank account\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;color: #000000;\u0026quot;\u0026gt;Assist with large purchased such as homes and cars\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties, as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or GED equivalent with 3+ years is required; Associate\u0026#39;s or Bachelor\u0026#39;s degree in accounting or finance highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;4+ years in a similar role in business management and/or touring is required\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years in a client services field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with\u0026amp;nbsp;AgilLink is\u0026amp;nbsp;highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced computer skills including Microsoft Excel, accounting software, and databases\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to delegate, manage and train team using clear instructions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to\u0026amp;nbsp; manage high volume of work\u0026amp;nbsp;while remaining adaptable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong verbal and written communication skills as well as\u0026amp;nbsp;interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Gelfand, Rennert \u0026amp;amp; Feldman \u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Founded in 1967, Gelfand, Rennert \u0026amp;amp; Feldman (\u0026quot;GRF\u0026quot;) is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$77,000 - $117,500\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026amp;nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click \u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; data-cke-saved-href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-CB1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null},{"id":4066957004,"name":"Encino, CA","location":"Encino, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6008783004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5160006004,"location":{"name":"London, UK"},"metadata":null,"id":6008783004,"updated_at":"2026-05-28T21:42:56-04:00","requisition_id":"769","title":"Accounts Assistant - UK ","company_name":"Focus Financial Partners","first_published":"2026-05-28T21:42:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking an Accounts Assistant to join our team of dedicated professionals. This position will be based from our London office on a full-time basis, with potential for hybrid working following a 4-month probation. The Accounts Assistant will support the accounting team in maintaining accurate financial records for a portfolio of clients, assisting with day-to-day financial operations, and ensuring all transactions are recorded and processed efficiently.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparation of annual\u0026amp;nbsp;accounts for portfolio of clients for senior review including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparation of Excel working papers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completing reconciliation of balance sheet\u0026amp;nbsp;accounts where required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inputting QuickBooks Trial balances into CCH\u0026amp;nbsp;accounts production program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing notes to the\u0026amp;nbsp;accounts as appropriate based on appropriate\u0026amp;nbsp;accounting standards (FRS102 1A, FRS 105)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing\u0026amp;nbsp;accounts from incomplete records\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparation of draft corporation tax computations for senior review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaise with business management department to resolve year end\u0026amp;nbsp;accounting queries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation of VAT returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparation of the annual confirmation statements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Raising sales invoices as directed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attaching relevant supporting documents to the sales invoice – royalty statement summary sheet, VAT self-billing invoice, contract re show fees, contract re recording/publishing advances etc\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Allocated receipts against sales invoices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Posting bill into Quick Books purchase ledger\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attaching copy bill to Quick Books transaction\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Raising payment online with supporting payment pack for\u0026amp;nbsp;account\u0026amp;nbsp;manager review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Saving payment pack on the server\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run daily bank balances for the\u0026amp;nbsp;account\u0026amp;nbsp;manager\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reconciling bank\u0026amp;nbsp;accounts at least on a monthly basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Posting petty cash and tour manager floats\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Reconciling formally to cash on hand on a monthly basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Posting and reconciling intercompany\u0026amp;nbsp;accounts on QB in local currencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Revaluating foreign currency balances at month end\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generally assisting account manager as directed including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation of VAT returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation of management accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation of tour accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation of annual accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with gathering information with personal and corporate tax returns\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree preferred, but not required; accounting background is not mandatory\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Open to recent graduates and high school graduates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Candidates who have started, or plan to start, ACCA are encouraged to apply\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;AAT studies (completed or in progress) are preferred for more junior-level candidates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication skills, both verbal and written (in person, phone, and email)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrates a sense of urgency and ability to prioritize effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Highly detail-oriented with a strong focus on accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4068010004,"name":"London, England, United Kingdom","location":"London, England, United Kingdom","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6009560004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5160379004,"location":{"name":"London, UK"},"metadata":null,"id":6009560004,"updated_at":"2026-05-29T17:55:37-04:00","requisition_id":"774","title":"Accounts Production Assistant Manager - UK","company_name":"Focus Financial Partners","first_published":"2026-05-29T17:55:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;Focus Financial partner firm, Gelfand, Rennert \u0026amp;amp; Feldman, is seeking an Accounts Production Assistant Manager. The Accounts Production Assistant Manager is responsible for supporting the business management groups with day to day financial control function for our UK and international entertainment client base while working closely with our tax department. The Accounts Production Assistant Manager will report directly to the head of the accounts department. T\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;his position will be based from our London office on a full-time basis, with potential for hybrid working following a 4-month probation.\u0026lt;/span\u0026gt; The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparation of Year end accounts including statutory accounts Limited company and LLP accounts under FRS102 1A, partnership and sole trader accounts.\u0026lt;br\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Preparation of annual accounts for portfolio of clients for Director and Managing Director review including:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Job planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaison with our internal business management department to resolve year end accounting queries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaison with the clients account team where appropriate\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparation of Excel working papers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completing reconciliation of balance sheet accounts where required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Inputting QuickBooks Trial balances into CCH accounts production program\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing notes to the accounts as appropriate based on appropriate accounting standards (Normally FRS102 1A,)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Consideration of accounting policy issues such as income recognition under FRS 102\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing list of points for Director and Managing Director attention\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing accounts from incomplete records\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparation of draft corporation tax computations for tax department review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist bookkeepers and accounts semi seniors with accounting issues that arise in the year\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the preparation/reviewing of VAT returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Company Secretarial matters including the preparation of the annual confirmation statements and company formation\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supervising junior staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Training junior staff\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with the maintenance of the CCH client database\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Management accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ad hoc projects including Business Plans and Cash Flow Forecasts\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication and consultative skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort communicating across all levels of the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Expert knowledge of Microsoft Office (Excel, Word, Outlook)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to manage multiple tasks and priorities efficiently,\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CCH and QuickBooks is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4068010004,"name":"London, England, United Kingdom","location":"London, England, United Kingdom","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5987432004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5149828004,"location":{"name":"St. Louis, MO; New York, NY; Boston, MA"},"metadata":null,"id":5987432004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"707","title":"Assistant Vice President, Senior Associate Counsel - Corporate","company_name":"Focus Financial Partners","first_published":"2026-05-04T10:29:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is seeking a well-rounded corporate attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Corporate. Reporting to Focus’ Deputy General Counsel/Head of Legal – Corporate, this role will help drive execution and deliver polished work product across the corporate legal function, including corporate governance and board processes, equity matters, corporate treasury/financing and securities-related work, and other corporate initiatives as needed. The work is high-impact and requires strong judgment, responsiveness, and precision. The ideal candidate combines strong drafting and organizational skills with proactive issue-spotting, attention to detail, and the ability to manage shifting priorities without sacrificing quality.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be located in New York, NY; St. Louis, MO; Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Corporate Governance \u0026amp;amp; Board / Committee Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Draft and maintain corporate governance records (e.g., consents, minutes, resolutions) and related corporate books/files.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and quality-check Board and Committee materials, including PowerPoint presentations and supporting documentation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain and update key organizational and governance documents, including amendments to organizational documents, director and officer appointments and related approvals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate governance cadence and logistics, including tracking when approvals are needed, managing timelines and action items, and administering the board portal (experience with Boardvantage a plus).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Equity Plan Administration \u0026amp;amp; Equity Documentation\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage equity matters, including equity transfers, co-investment agreements and coordinate preparation of related approvals.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with Human Resources and Finance teams to execute and administer equity-related actions accurately and timely, including through applicable equity administration platforms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain and update equity plan documentation, templates, and supporting materials; assist with periodic updates and communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Financing \u0026amp;amp; Securities Matters\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate financing and securities-related matters and transactions, including internal coordination and preparation of approvals and deliverables.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage the legal workstream for financing and securities-related matters by coordinating internal inputs, tracking deliverables, and reviewing drafts prepared by outside counsel (including synthesizing comments and coordinating responses).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain recurring monthly charts/trackers and other supporting materials required under debt documents, and help coordinate ongoing compliance and reporting deliverables.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Intellectual Property Portfolio \u0026amp;amp; Communications Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help manage Focus’ overall intellectual property and brand portfolio, including maintaining records and supporting related processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Review select corporate communications and brand-related materials in partnership with internal stakeholders, as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;J.D. from an accredited law school.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Admitted and in good standing in all jurisdictions of admission.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3+ years of relevant experience at a major law firm (corporate/M\u0026amp;amp;A, finance, or similar) and/or in-house supporting corporate legal matters.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated strength in corporate drafting and issue-spotting, with the ability to translate complex concepts into clear, practical written work product.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience supporting corporate governance, including drafting/reviewing minutes, consents, and resolutions and preparing board/committee materials, strongly preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High proficiency in PowerPoint and strong writing skills, including the ability to produce polished, board-audience materials.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfort using Boardvantage (or similar board portal software) and Carta (or similar equity administration platforms) is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with financing and/or securities matters is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with intellectual property/brand portfolio support and/or review of corporate communications is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive, hard-working, and able to manage competing priorities, take ownership of matters (with appropriate supervision), and drive action items to completion in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Highly organized with exceptional attention to detail and sound judgment, including the ability to maintain confidentiality and collaborate effectively with stakeholders across the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$185,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4096981004,"name":"Legal, Compliance, \u0026 Risk","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5986598004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5149532004,"location":{"name":"St. Louis, MO (Preferred); New York, NY; Boston, MA"},"metadata":null,"id":5986598004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"704","title":"Assistant Vice President, Senior Counsel - Litigation","company_name":"Focus Financial Partners","first_published":"2026-05-01T13:50:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is seeking a litigation attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Litigation. Under the direction of senior members of the Focus Legal team, in this newly-created role, you will support a rapidly growing organization by helping to manage a range of commercial, business and employment-related claims and disputes, including mediations, arbitrations, administrative claims and litigation. You will work closely with internal stakeholders and outside counsel, with a particular focus on responding to subpoena and third-party record requests, assisting in the assessment, defense and resolution of disputes, and supporting insurance carrier claims and correspondence. This role is ideal for a detail-oriented, business-minded litigation attorney who thrives in a fast-paced environment and is eager to build and grow an in-house litigation practice.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be based in St. Louis, MO (preferred); New York, NY; Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Litigation \u0026amp;amp; Dispute Support\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support management and resolution of claims and disputes, including drafting and reviewing claims, pleadings, motions, correspondence and internal matter summaries.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate with Focus Legal and business teams, and outside counsel, on assessment, defense and resolution strategy in the context of demands, mediations, arbitrations, administrative claims and litigation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead administration of dispute-related processes, including insurance notices and claims management, document production, litigation holds, internal status reporting and budgeting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with internal fact-gathering and review of case-related materials.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Insurance Coverage \u0026amp;amp; Carrier Updates\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with insurance claim notifications and maintenance of carrier contact information and correspondence files.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and deliver periodic updates to insurance carriers on case status, key developments, budgets and upcoming milestones, working with supervising attorneys and outside counsel.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate collection and sharing of pleadings, discovery, invoices and other supporting materials requested by carriers, consistent with confidentiality and privilege requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help track defense costs and other coverage-related information needed for reporting and internal review.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Subpoenas \u0026amp;amp; Third-Party Records Requests\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support intake and tracking for subpoenas and third-party discovery/records requests.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Review and help draft responses, ensuring alignment with legal requirements, internal policies and privacy obligations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate document collection and production with internal partners (e.g., IT, Human Resources, Compliance, etc.).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Communicate with issuing counsel and agencies on scope and timing under guidance from supervising attorneys.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain accurate logs and reporting for subpoenas, records requests and related productions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Discovery, Document Management \u0026amp;amp; Legal Holds\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with document review, including identifying responsiveness, confidentiality and privilege issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help evaluate and flag confidentiality and privilege risks, and support privilege log preparation as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support implementation and administration of legal holds, including tracking acknowledgements and coordinating with custodians.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Matter Management \u0026amp;amp; Process\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Track deadlines, filings, and matter calendars, and escalate issues promptly as needed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help maintain and improve processes, templates, and matter-management tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Cross-Functional Partnership \u0026amp;amp; Communications\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with Focus’ compliance, operations, human resources and business teams to gather information, coordinate responses, and provide practical legal support.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist in preparing periodic updates on litigation trends, risks, and outcomes for internal stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Juris Doctor (J.D.) from an accredited law school.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Active attorney’s license in good standing in relevant jurisdiction(s).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;2–5+ years of legal experience with a strong foundation in litigation (law firm, government, or in-house). Experience in the registered investment adviser / financial services space is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong legal writing and analytical skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with civil procedure, discovery rules, and privilege concepts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfort with eDiscovery workflows and common matter-management or document-review tools (experience with specific platforms is helpful but not required).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience supporting subpoena responses and third-party records requests.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated ability to manage insurance carrier reporting and coverage-related communications in connection with litigation is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to exercise sound judgment and maintain confidentiality of highly sensitive matters.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfortable in a fast-paced environment and able to adapt to changing priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive problem solver with strong follow-through and a service mindset.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organization and attention to detail, with the ability to manage multiple priorities and deadlines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong ability to collaborate cross-functionally with business leaders and stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exceptional written and verbal communication skills, with the ability to convey complex legal concepts to both legal and non-legal audiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$135,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4096981004,"name":"Legal, Compliance, \u0026 Risk","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6008773004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5160000004,"location":{"name":"West Palm Beach, FL"},"metadata":null,"id":6008773004,"updated_at":"2026-06-03T09:19:45-04:00","requisition_id":"768","title":"Associate, Client Advisor","company_name":"Focus Financial Partners","first_published":"2026-05-28T20:23:17-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You’ll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in West Palm Beach, FL.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the implementation and maintenance of clients’ investment and strategic financial plans\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate account openings, transfers, and ongoing portfolio administration\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare customized client meeting materials, presentations, and reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor portfolios to ensure alignment with target asset allocations and investment guidelines\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Confirm and track trading activity and other investment-related transactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a point of contact for client inquiries, ensuring timely and accurate responses\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain a high level of accuracy, organization, and discretion in handling confidential client information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure all client-related activities are compliant with firm policies and regulatory standards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Minimum of a Bachelor’s degree in Finance, Economics or other related discipline\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of relevant professional experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational, prioritization, and time management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analytical with a strong attention to detail; problem solve effectively\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong written and oral communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $60,000–$75,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4046716004,"name":"West Palm Beach, FL","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5733388004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5017907004,"location":{"name":"Portsmouth, NH"},"metadata":null,"id":5733388004,"updated_at":"2026-05-27T13:06:22-04:00","requisition_id":"386","title":"Associate, Client Operations","company_name":"Focus Financial Partners","first_published":"2025-12-09T12:50:08-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team.\u0026amp;nbsp;Within the Operations \u0026amp;amp; Analytics (“O\u0026amp;amp;A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients’ financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS’ pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients’ portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O\u0026amp;amp;A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Exude SCS’s core values and focus on healthy organization best practices\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Be an advocate and subject matter expert for the team’s primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Support the maintenance of SCS’ alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Participate in strategic initiatives designed to improve the overall client experience\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Complete additional ad hoc assignments in a timely, accurate and well-communicated manner\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Adherent to compliance rules and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;1 - 3+ years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong organization and communication skills, both written and oral\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Bachelor’s degree and a demonstrated track record of academic success\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be between $60,000-$70,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4061210004,"name":"Portsmouth, NH","location":"Portsmouth, New Hampshire, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5980267004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146373004,"location":{"name":"Boston, Massachusetts; Portsmouth, New Hampshire"},"metadata":null,"id":5980267004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"678","title":"Associate, Client Service Solutions","company_name":"Focus Financial Partners","first_published":"2026-04-23T13:36:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is looking for an Associate to join the Client Service Solutions team.\u0026amp;nbsp; This is an excellent opportunity for candidates who would like to contribute to one of the firm’s core business management teams. The Client Service Solutions team is responsible for many of the integral operating functions that support the client service team. As a member of this group, the Associate will participate in the support of client relationships, organization and maintenance of client information, cashiering and money movements, and facilitation of various firmwide support functions. The Associate will also regularly interface with numerous teams within the firm to support client relationships. We are seeking candidates who are well organized, detail‐focused, energetic, and team‐oriented. The right candidate is a self‐starter with a strong work ethic who has excellent communication skills and the ability to think critically.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;This role can be located in Boston, MA; Portsmouth, New Hampshire.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Daily Cashiering: process and reconcile money movements on behalf of clients with strict adherence to internal policies and procedures.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Interface directly with external custodian banks in the account opening and asset transfer process.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead account opening and new client onboarding project plans, including communicating with a wide variety of stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain existing client information; ensure all necessary data and documentation is accurately captured and preserved in the Firm’s database\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support alternative investment processing procedures on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work closely with other middle office teams to ensure client portfolio information is accurate and updated on a regular and timely basis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist in all ad hoc information or report requests from advisors.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in the enhancement of firmwide projects designed to improve the overall client experience, internal workflows, or data movement around the Firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of experience in an operations role within the financial services industry preferred. Prior experience in wealth management, RIA, or family office or comparable. Internship experience will also be considered.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to multi‐task\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong communication skills, both written and oral\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive and solutions oriented; consistently willing to take initiative to solve problems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in Microsoft Excel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with financial services technology – investment accounting platforms, client relationship management (CRM) tools and client reporting software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience managing processes and reviewing colleagues’ work in prior roles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an\u0026amp;nbsp;exempt\u0026amp;nbsp;position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;$60,000–$70,000\u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4061210004,"name":"Portsmouth, NH","location":"Portsmouth, New Hampshire, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5829526004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5064557004,"location":{"name":"Austin, Texas; New York, New York; San Francisco, California"},"metadata":null,"id":5829526004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"595","title":"Associate, Corporate Strategy","company_name":"Focus Financial Partners","first_published":"2026-03-16T14:12:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate will be a member of Focus’ core strategy team which oversees all corporate development / M\u0026amp;amp;A activities across Focus, with immediate responsibilities in M\u0026amp;amp;A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms and investment committee papers, due diligence, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is based in New York, NY; Austin, TX; San Francisco, CA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in every step of the M\u0026amp;amp;A deal process from proposal to close\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Financial due diligence and P\u0026amp;amp;L scoping for prospective deals (for both internal and external firms)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Structuring and modeling deal terms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Preparing and presenting Investment Committee (IC) memorandums to the IC committee\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Preparing and presenting term sheets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Acting as central point for coordination across Focus’ Corporate and business line teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree from a top university or college\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;2-3 years full-time work experience in investment banking, private equity or strategic consulting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Competency in financial statement analysis and strong analytical skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent interpersonal and communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong organizational and prioritization skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intellectual curiosity and confidence to take initiative\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to present and discuss analysis/findings to various stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000\u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4108413004,"name":"Corporate Strategy \u0026 Transformation","child_ids":[],"parent_id":null}],"offices":[{"id":4083052004,"name":"Austin, TX","location":"Austin, Texas, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6002733004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5157646004,"location":{"name":"New York, NY; San Francisco, CA"},"metadata":null,"id":6002733004,"updated_at":"2026-05-26T15:52:13-04:00","requisition_id":"752","title":"Associate, Partnership Strategy","company_name":"Focus Financial Partners","first_published":"2026-05-21T13:32:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving growth for our RIA network firms in the rapidly evolving RIA sector. This position offers an exciting opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; color: rgb(0, 0, 0);\u0026quot;\u0026gt;This role can be based in San Francisco, CA or New York, NY.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Serve as a junior relationship manager to Focus network firms, in a team-based delivery model to support the success of firms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on initiatives to drive growth, improve business efficiency, and improve sustainability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Track P\u0026amp;amp;L changes across firms and highlight areas for operational efficiency and growth improvements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop strategic initiatives and drive analyses to support decision making across Focus network firms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;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 network firms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;2-3+ years of combined experience working in wealth management and/or consulting (ideally with experience in wealth management and/or financial services)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proficiency in Microsoft Excel and PowerPoint applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience on a client facing team with revenue and/or asset goals a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Prior consulting, practice management, and/or wealth management experience a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated leadership and ability to be a self-starter\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;color: rgb(0, 0, 0);\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$90,000-$120,000\u0026lt;/strong\u0026gt;. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;#LI-MB1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099603004,"name":"Partnership Strategy","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5989151004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150823004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5989151004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"715","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-05-05T18:05:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6015731004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5163099004,"location":{"name":"Boston, MA"},"metadata":null,"id":6015731004,"updated_at":"2026-06-05T17:28:43-04:00","requisition_id":"KIG26-New 24","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-06-05T17:28:43-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;60,000 - $125,000\u0026lt;/span\u0026gt;/year. 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.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4081723004,"name":"Denver, CO","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5789392004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5045003004,"location":{"name":"Bourbonnais, IL"},"metadata":null,"id":5789392004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"493","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-02-02T12:22:54-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $72,800 - $75,000/year 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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4087940004,"name":" Bourbonnais, IL","location":"Bourbonnais, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5806193004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5053204004,"location":{"name":"Needham, MA"},"metadata":null,"id":5806193004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"529","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-02-17T14:28:57-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5806194004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5053200004,"location":{"name":"Boston, MA"},"metadata":null,"id":5806194004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"528","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-02-17T14:29:40-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5838380004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5069240004,"location":{"name":"Palo Alto, CA or Walnut Creek, CA"},"metadata":null,"id":5838380004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"622","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-03-26T15:29:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null},{"id":4087270004,"name":"Palo Alto, CA","location":null,"child_ids":[],"parent_id":null},{"id":4087271004,"name":"Walnut Creek, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5972992004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5143820004,"location":{"name":"Boston, MA"},"metadata":null,"id":5972992004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"649","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-04-16T17:29:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;60,000 - $125,000\u0026lt;/span\u0026gt;/year. 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.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066947004,"name":"Hingham, MA","location":"Hingham, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5978885004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5145757004,"location":{"name":"Nashville, TN"},"metadata":null,"id":5978885004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"667","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-04-22T12:02:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource for other AWAs at Focus Partners Wealth.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Creates a personalized Investment Policy Statement and holistic investment strategy for each client.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve \u0026amp;amp; execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Determine asset allocation based on clients’ needs, willingness \u0026amp;amp; ability to take risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engages in business planning efforts and actively supports the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to meet with clients in person. Some travel may be required.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;2+ years financial planning experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills; team-orientated approach\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066854004,"name":"Nashville, TN","location":"Nashville, Tennessee, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5979924004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146250004,"location":{"name":"Menlo Park, CA or Palo Alto, CA"},"metadata":null,"id":5979924004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"673","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-04-23T09:25:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200 per year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null},{"id":4087270004,"name":"Palo Alto, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5979957004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146265004,"location":{"name":"Santa Rosa, CA "},"metadata":null,"id":5979957004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"674","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-04-23T09:37:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4096716004,"name":"Santa Rosa, CA","location":"Santa Rosa, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5994880004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153937004,"location":{"name":"Portland, OR"},"metadata":null,"id":5994880004,"updated_at":"2026-06-04T14:32:25-04:00","requisition_id":"735","title":"Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-05-12T17:01:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - $105,000 per year 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066952004,"name":"Portland, OR","location":"Portland, Oregon, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5988092004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150158004,"location":{"name":"Bethesda, MD"},"metadata":null,"id":5988092004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"710","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-05-04T17:50:29-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066948004,"name":"Bethesda, MD","location":"Bethesda, Maryland, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5973465004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5144079004,"location":{"name":"Pittsburgh, PA"},"metadata":null,"id":5973465004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"651","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-04-17T12:20:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The\u0026amp;nbsp;\u0026lt;strong\u0026gt;Associate Wealth Advisor\u0026amp;nbsp;\u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $85,000/year. 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4072375004,"name":"Pittsburgh, PA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5989565004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151209004,"location":{"name":"Southfield, MI"},"metadata":null,"id":5989565004,"updated_at":"2026-05-27T09:20:48-04:00","requisition_id":"718","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-05-06T14:01:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - 92,000/year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4099504004,"name":"Southfield, MI","location":"Southfield, Michigan, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5735870004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5019145004,"location":{"name":"Needham, MA"},"metadata":null,"id":5735870004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"389","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2025-12-12T10:59:37-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;60,000 - $125,000\u0026lt;/span\u0026gt;/year. 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.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5986354004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5149397004,"location":{"name":"Kirkland, WA"},"metadata":null,"id":5986354004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"703","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-05-01T09:53:04-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;2+ years of tax experience and CPA designation preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to speak an Asian language (primarily Mandarin) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,000 - $110,000 per year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KT1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4093134004,"name":"Kirkland, WA","location":"Kirkland, Washington, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5813894004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5057130004,"location":{"name":"San Francisco, CA"},"metadata":null,"id":5813894004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"564","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-02-26T13:44:47-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position.\u0026amp;nbsp;The annualized base pay for this role is expected to be between $60,000 - $125,000.\u0026amp;nbsp;Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5820467004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5060243004,"location":{"name":"Stamford, CT"},"metadata":null,"id":5820467004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"578","title":"Associate Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-03-06T01:24:33-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position requires a presence in the Stamford office five days a week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $90,000/year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4086688004,"name":"Stamford, CT","location":"Stamford, Connecticut, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6008785004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5160007004,"location":{"name":"Nashville, TN"},"metadata":null,"id":6008785004,"updated_at":"2026-05-28T21:51:19-04:00","requisition_id":"770","title":"Bookkeeper","company_name":"Focus Financial Partners","first_published":"2026-05-28T21:51:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals.\u0026amp;nbsp; The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Gelfand, Rennert \u0026amp;amp; Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This position can be based out of Nashville, TN on a hybrid basis.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Process accounts payable and accounts receivable\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform credit card and bank reconciliations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain electronic filing system\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;General communication with vendors, clients, and client representatives via phone, email, and in-person\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform cash flow reports and cash balances as required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in assembling information for year-end tax packages for accountants\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide some assistance on insurance questions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify, trace, and correct errors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare/review 1099 reports\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare journal entries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the preparation and processing of payroll, as well as applicable reporting\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Print reports (such as financial statements) for review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years of bookkeeping experience in an entertainment business management firm or 2+ years of general accounting experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or GED equivalent is required; Associate\u0026#39;s degree is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills (in person, on the phone, and via email)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keen eye for details\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly shift gears without losing focus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with AgilLink software is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$50,000 - $58,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026amp;nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066854004,"name":"Nashville, TN","location":"Nashville, Tennessee, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6008717004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5159976004,"location":{"name":"London, UK"},"metadata":null,"id":6008717004,"updated_at":"2026-05-29T17:55:56-04:00","requisition_id":"767","title":"Bookkeeper - UK","company_name":"Focus Financial Partners","first_published":"2026-05-28T18:57:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Focus Financial partner firm, Gelfand, Rennert \u0026amp;amp; Feldman, is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. T\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;he Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned client are accurate. \u0026lt;/span\u0026gt;T\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;his position will be based from our London office on a full-time basis, with potential for hybrid working following a 4-month probation.\u0026lt;/span\u0026gt; The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Raising sales invoices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;M\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;aintaining QuickBooks online ledgers and electronic filing system in Teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pr\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;ocess accounts payable and accounts receivable.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Perform credit card and bank reconciliations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Posting petty cash and tour manager floats\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Creating payment packs online ready for manager approvals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Posting directors expense claims\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Posting and reconciling intercompany accounts on QuickBooks online in local currencies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Revaluating foreign currency balances at month end\u0026lt;/span\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Generally assisting account managers as directed including:\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;In preparing of VAT return packs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Assisting with preparation of tour accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Assisting with the preparation of management accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Assisting with the preparation of annual accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Assisting with gathering information with personal and corporate tax returns\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Any other duties as required by your line manager or senior team which are proportionate to your level and remit.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;Experience within a bookkeeping position ideally within a business management firm\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span lang=\u0026quot;en-us\u0026quot;\u0026gt;General accounting experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills (in person, on the phone, and via email)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sense of urgency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keen eye for details\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to quickly shift gears without losing focus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with QuickBooks is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4068010004,"name":"London, England, United Kingdom","location":"London, England, United Kingdom","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6007640004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159375004,"location":{"name":"Boston, MA; St. Louis, MO"},"metadata":null,"id":6007640004,"updated_at":"2026-05-28T10:54:59-04:00","requisition_id":"764","title":"Business Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-27T16:55:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The Business Analyst supports the FFP IT PMO by analyzing business processes, identifying opportunities for improvement, and implementing solutions that enhance the client experience and operational efficiency. This role serves as a key liaison between business stakeholders and technology teams, helping to ensure clear communication, well-defined requirements, and alignment on project goals\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Partner with wealth management stakeholders to gather, analyze, and document business requirements for new initiatives and system enhancements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Internal analysis for refining data delivery, integration and reporting in Asana, Snowflake, and Power BI.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assess current processes, workflows, and data to identify improvement opportunities and recommend practical, scalable solutions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Develop business cases, process maps, and functional specifications to support effective project delivery.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Collaborate with IT teams to translate business needs into technical requirements and support successful implementation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Lead user acceptance testing, validate system changes, and confirm that deliverables meet business needs and expectations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Monitor project progress, prepare status updates, and communicate key developments to stakeholders and leadership.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Support change-management activities, including training and documentation, to promote adoption of new processes and systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Stay current on industry trends, regulatory developments, and best practices in wealth management and business analysis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in business, management, or a related field\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Relevant experience in business analysis, preferably within wealth management, financial services, or a related industry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong analytical, organizational, and problem-solving skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proficiency with business analysis and project delivery tools.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to manage multiple priorities in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience supporting large, enterprise-wide technology initiatives such as ERP implementations, cloud migrations, or digital transformation programs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Skills and Attributes\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree in Business Administration, Finance, Economics, Information Systems, or a related field; an advanced degree is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Two or more years of business analysis experience, ideally in wealth management, financial services, or investment-related environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong analytical and problem-solving skills, with the ability to interpret complex data and business scenarios.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Excellent communication and interpersonal skills, with the ability to work effectively with stakeholders at all levels.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proficiency in tools such as Visio, Excel, SharePoint, Snowflake, and Power BI, along with knowledge of Agile and Waterfall methodologies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Hands-on experience with Asana and a strong working knowledge of the platform are important.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Knowledge of wealth management products, services, and regulatory requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Strong attention to detail and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to manage multiple priorities in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Self-motivated, with a commitment to continuous learning and improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Work Environment\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This role will be based in a hybrid setting. Occasional travel may be required for stakeholder meetings and project delivery.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $65,000–$90,000 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\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981770004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146944004,"location":{"name":"los Angeles, California "},"metadata":null,"id":5981770004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"688","title":"Business Manager","company_name":"Focus Financial Partners","first_published":"2026-04-24T16:38:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Client Relationship Management\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coordinate with clients\u0026#39; attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist Managing Directors in identifying, onboarding, and retaining prospective clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Account Management \u0026amp;amp; Operations\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Oversee and support Account Managers in delivering day-to-day client services including budgeting, cash flow management, bill pay, and financial reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Review financial reports including net worth statements, cash flow schedules, meeting packages, budgets, investment summaries, tour reconciliations, and other client deliverables\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist clients with major financial transactions and life events including home purchases, contract negotiations, tour logistics, and year-end planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Monitor client financial activity to identify issues, opportunities, and areas requiring escalation to Managing Directors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;u\u0026gt;Tax \u0026amp;amp; Compliance Oversight\u0026lt;/u\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Review and coordinate the preparation of moderate to complex multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) in partnership with tax staff\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Stay current on applicable federal and state tax laws, regulations, and economic developments that may impact clients’ financial positions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct or coordinate tax research and multi-jurisdictional planning as needed; oversee foreign touring clearances\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with dedicated tax team members to ensure accuracy and timeliness of all tax-related deliverables\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years of experience in business management, accounting, or financial services for high net worth individuals and/or entertainers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated experience as a primary client contact with strong relationship management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Working knowledge of tax concepts and compliance requirements across individual and entity return types; ability to review and interpret tax work product\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Deep understanding of the entertainment business management industry including royalties, touring, music publishing, record label administration, and motion picture/television finance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent interpersonal and communication skills; comfortable presenting to and engaging with high-profile clients and their representatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly organized with the ability to manage multiple client relationships and competing priorities simultaneously\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated ability to lead, motivate, and develop junior staff\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Sense of urgency, follow-through, and commitment to accuracy and professionalism\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong discretion and judgment when handling sensitive client information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This position is an\u0026amp;nbsp;exempt\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;position. The annualized base pay range for this role is expected to be between $120,000-175,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5839967004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5069786004,"location":{"name":"Century City, CA"},"metadata":null,"id":5839967004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"627","title":"Business Services and Mailroom Administrator","company_name":"Focus Financial Partners","first_published":"2026-03-27T17:38:39-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Business Services Administrator with mailroom experience to join our team of dedicated professionals. The Business Services Administrator will be responsible for aiding with all mailroom processes, as well as general operational support. This position is based fully in-office out of Century City, CA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Receive shipments from various couriers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Scan, file, and distribute mail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pick up and route mail to appropriate locations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with off-site storage files\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Make trips to bank and other off-site locations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Distribute and maintain stock of office supplies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Restock mail drops\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years working in a corporate office mailroom or similar role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience scanning mail or documents\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or GED equivalent is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication skills (in person, on the phone, and via email)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong computer skills including, Microsoft Office Suite (Excel, Word, Outlook, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A team player with high attention to detail, especially when working on multiple tasks or assignments with competing deadlines\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$5\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;0\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;,000 - $55,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026amp;nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4114198004,"name":"Administration","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5997945004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5155836004,"location":{"name":"Los Angeles, CA; New York, New York"},"metadata":null,"id":5997945004,"updated_at":"2026-05-26T21:58:48-04:00","requisition_id":"747","title":"CFO Business Management ","company_name":"Focus Financial Partners","first_published":"2026-05-18T11:08:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;Position Summary\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;The CFO, Business Management, serves as the senior finance leader and critical member of Focus’s Business Management Leadership Team.\u0026amp;nbsp; This individual will report into Finance (Focus’s CFO) and business leadership with direct finance responsibility for the Focus Business Management segment, which today includes Gelfand, Rennert \u0026amp;amp; Feldman (“GRF”), but is expected to grow. Additionally, the role will entail partnering closely with other business management firms in the Focus Network to share insights and best practices.\u0026amp;nbsp;\u0026amp;nbsp; This role will oversee core finance activities and operations within GRF including planning, budgeting and forecasting, management reporting and business analysis, decision support, and client billing (including pricing).\u0026amp;nbsp; The role will partner with the leadership team to develop and support the strategy to deliver growth and value creation.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Primary Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Plan, develop, organize, implement, direct, and evaluate the organization\u0026#39;s fiscal function and performance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a key member of the business management leadership team, providing strategic financial guidance and influencing decision-making\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead short-term and long-term financial planning and performance management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain financial measures and KPIs to deliver insights and actionable opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide timely and accurate analysis of budgets, financial reports, and financial trends to assist the president and other senior management in performing their responsibilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead efforts to drive business and process improvement as the business grows and scales\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop processes for client onboarding, account management and pricing, geared toward increasing profitability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support capital allocation decisions and the evaluation and integration of M\u0026amp;amp;A activity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Engage and build relationships within the business as a trusted partner, and help guide and influence outcomes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner and collaborate with central finance teams on core processes and ensure delivery of shared services required for the business\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistency of process, governance and controls across business management and maintain strong financial stewardship within the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, lead, and develop high-performing teams\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Qualifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, accounting or related field required, MBA or advanced degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;15+ years of progressive experience in finance leadership roles in large organizations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior related experience, including operating in professional service organizations with similar business models to business management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep expertise in FP\u0026amp;amp;A and operational finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent knowledge of accounting and financial processes (budgeting, financial close, reporting etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven track record of partnering with business leaders to drive and deliver results\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated success in driving process improvements, systems enhancements, and scalable finance infrastructure\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to influence and partner with executive stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Attention to detail and problem-solving ability\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is an exempt\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;position. The annualized base pay range for this role is expected to be between $275,000- $300,000\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman (\u0026quot;GRF\u0026quot;) is a leading full-service business management firm for an exclusive group of entertainers, athletes, executives and select high-net-worth individuals. With approximately 40 managing directors and over 700 staff members delivering comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts, as well as multi-family office services for ultra-high-net-worth individuals and families, GRF is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. For more information about GRF, visit: \u0026lt;a href=\u0026quot;https://www.grfllp.com/\u0026quot;\u0026gt;https://www.grfllp.com/\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/gelfand-rennert-\u0026amp;amp;-feldman/posts/?feedView=all\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5640655004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4976169004,"location":{"name":"Boston, MA"},"metadata":null,"id":5640655004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"273","title":"Client Portfolio Manager","company_name":"Focus Financial Partners","first_published":"2025-09-04T10:16:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is based in Boston, MA. \u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Investment Portfolio Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, implement, and oversee custom client portfolios in collaboration with the IG.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Client \u0026amp;amp; Relationship Management\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support business development efforts, including diagnostic reviews and RFP responses.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Thought Leadership \u0026amp;amp; Communication\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;Governance \u0026amp;amp; Cross-Team Collaboration\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism, integrity, and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About SCS Financial\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between $225,000-$325,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SF1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6006300004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158902004,"location":{"name":"Needham, MA"},"metadata":null,"id":6006300004,"updated_at":"2026-05-26T16:38:44-04:00","requisition_id":"760","title":"Client Service Associate","company_name":"Focus Financial Partners","first_published":"2026-05-26T16:38:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate tax return assembly \u0026amp;amp; delivery (certified mailings, FedEx, UPS, encrypted links/emails \u0026amp;amp; Docusign).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for overall document organization including scanning and storage, both physical \u0026amp;amp; within department management system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate \u0026amp;amp; coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments \u0026amp;amp; bills with clients, advisors, and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Submit electronic tax filings and track acceptances.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and track notices, included state and local tax notices.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6000463004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5156647004,"location":{"name":"Hunt Valley, MD"},"metadata":null,"id":6000463004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"749","title":"Client Service Associate","company_name":"Focus Financial Partners","first_published":"2026-05-19T17:35:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4105801004,"name":"Hunt Valley, MD","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6007627004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159367004,"location":{"name":"Bellevue, WA; Menlo Park, CA; Seattle, WA"},"metadata":null,"id":6007627004,"updated_at":"2026-05-28T14:58:08-04:00","requisition_id":"763","title":"Client Service Associate","company_name":"Focus Financial Partners","first_published":"2026-05-27T16:45:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team,\u0026amp;nbsp;helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drafting and processing correspondence to clients and communicating with clients by telephone and email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in tax season, e.g., sending account statements to CPAs and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the generation and delivery of ad hoc reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist people in the office with DocuSign letters.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail, communication, problem-solving, and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task under pressure, work independently, and work in a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Moderate understanding of investment products and investment operations is desired.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4070162004,"name":"Bellevue, WA","location":"Bellevue, Washington, United States","child_ids":[],"parent_id":null},{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5995792004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154785004,"location":{"name":"Bethesda, MD"},"metadata":null,"id":5995792004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"741","title":"Client Service Associate ","company_name":"Focus Financial Partners","first_published":"2026-05-13T16:52:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$65,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066948004,"name":"Bethesda, MD","location":"Bethesda, Maryland, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5994396004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153680004,"location":{"name":"Boston, MA"},"metadata":null,"id":5994396004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"732","title":"Client Service Associate ","company_name":"Focus Financial Partners","first_published":"2026-05-12T10:57:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5985047004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5148795004,"location":{"name":"Pittsburgh, PA"},"metadata":null,"id":5985047004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"701","title":"Client Service Associate ","company_name":"Focus Financial Partners","first_published":"2026-04-29T17:06:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4072375004,"name":"Pittsburgh, PA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5994409004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153686004,"location":{"name":"Chicago, IL"},"metadata":null,"id":5994409004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"733","title":"Client Service Associate ","company_name":"Focus Financial Partners","first_published":"2026-05-12T11:08:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5993819004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153253004,"location":{"name":"Colorado Springs, CO"},"metadata":null,"id":5993819004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"730","title":"Client Service Specialist","company_name":"Focus Financial Partners","first_published":"2026-05-11T17:39:11-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4099561004,"name":"Colorado Springs, CO","location":"Colorado Springs, Colorado, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6003595004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157962004,"location":{"name":"New York, NY"},"metadata":null,"id":6003595004,"updated_at":"2026-05-22T12:30:36-04:00","requisition_id":"755","title":"Client Service Specialist","company_name":"Focus Financial Partners","first_published":"2026-05-22T10:02:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operations experience in private / alternative investments\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with UHNW / Family Office clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000-$90,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5982624004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147526004,"location":{"name":"Needham, MA"},"metadata":null,"id":5982624004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"694","title":"Client Service Specialist ","company_name":"Focus Financial Partners","first_published":"2026-04-27T12:53:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab, Fidelity, and Pershing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5977135004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5144859004,"location":{"name":"Atlanta, GA"},"metadata":null,"id":5977135004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"656","title":"Client Service Specialist ","company_name":"Focus Financial Partners","first_published":"2026-04-20T16:40:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $56,000-$66,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4061208004,"name":"Atlanta, GA","location":"Atlanta, Georgia, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5995762004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154772004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5995762004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"740","title":"Coordinator, Talent Operations","company_name":"Focus Financial Partners","first_published":"2026-05-13T16:32:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;Position Summary\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a motivated and detail-oriented Analyst, Talent Operations, to join our growing Talent Operations team. This junior-level role provides essential administrative and process support across the recruiting and onboarding lifecycle. The Analyst will focus on scheduling, data management, onboarding\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;logistics, and document preparation across multiple business units to ensure both candidates and hiring teams have seamless experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Primary Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coordinate interview scheduling, internal communications, and pre-hire logistics.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare and distribute standard documents such as compliance forms, onboarding materials, and communications templates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support execution of new hire onboarding tasks (system setup, onboarding paperwork, background check invitations, I-9 invitations).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with day-one readiness tasks (orientation invitations, system access coordination, new hire communications).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and publish monthly new hire announcements on the firm intranet to welcome new team members and promote engagement across the firm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze new hire onboarding survey feedback and route insights to the appropriate teams for follow-up and process improvement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide administrative support ensuring all candidate documents are accurately filed across various systems.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain data accuracy within the ATS (Greenhouse, Workday, or similar).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure offer details, candidate records, and background check statuses are updated and error-free.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with audit preparation, compliance documentation, and data entry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and update internal process guides, new hire forms, and team leader resources to ensure accuracy and up-to-date information.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support special projects, process improvements, and system implementations within the TA function.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide administrative support to Talent Acquisition leadership, including interview scheduling and ad hoc coordination support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify opportunities for efficiency and flag them to the Senior Associate or Manager.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Qualifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Human Resources, Business Administration, or related field preferred, or equivalent work experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of HR, recruiting, or administrative experience; experience in TA operations or onboarding strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency with Microsoft Office Suite; experience with HRIS/ATS systems (e.g., Workday, SuccessFactors, Taleo, Greenhouse) a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\n\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\n\u0026lt;h2\u0026gt;About Focus Financial Partners\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;http://www.focusfinancialpartners.com/\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between $50,000-$55,000/yr Base Salary Compensation Range.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k).\u0026amp;nbsp;Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093228004,"name":"Talent Acquisition (FFP)","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5989485004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151167004,"location":{"name":"St. Louis, MO or Indianapolis, IN"},"metadata":null,"id":5989485004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"716","title":"Director, Advisory Leadership Team","company_name":"Focus Financial Partners","first_published":"2026-05-06T09:57:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;The\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;Director, Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives and driving team effectiveness.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW202472254 BCX0\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026amp;nbsp;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Approximately 25% travel\u0026lt;/strong\u0026gt;, with the possibility of additional travel depending on business needs.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Champion regional growth initiatives to meet firm objectives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Develop action plans for consultative practice management, promoting continuous advisor and team development.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Facilitate transition and succession planning alongside Transition Advisors for regional teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure the promotion and adherence to strong compliance practices.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;11\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coach and mentor advisors with timely and thoughtful feedback and guidance.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;13\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;14\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lead the partnership with other departments to implement best practices and manage new firm rollouts.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;15\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;16\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;17\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;18\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Cultivate a culture that reflects the firm\u0026#39;s values, ensuring they are embraced within the advisory community.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Bachelor’s degree\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Advanced credentials such as CFP, CFP or CPA is preferred but not required. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;10+ years of work experience preferred in a relevant position. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Proven leadership experience in financial services or wealth management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong strategic planning skills and experience developing and implementing high-level business objectives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience in budget management, strategic planning, and team development.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to solve complex problems, manage projects, and drive results in a dynamic environment.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Commitment to fostering a diverse and inclusive workplace.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $165,000 - $185,000 per year. 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4086052004,"name":"Indianapolis, IN","location":"Indianapolis, Indiana, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6001552004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157161004,"location":{"name":"Doylestown, PA"},"metadata":null,"id":6001552004,"updated_at":"2026-05-20T15:09:59-04:00","requisition_id":"750","title":"Financial Planning Associate","company_name":"Focus Financial Partners","first_published":"2026-05-20T15:09:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://jfswa.com/team/robert-c-jazwinski-cpa-pfs-cfp/\u0026quot;\u0026gt;Robert C. Jazwinski, CPA/PFS, CFP®\u0026lt;/a\u0026gt;. In over four decades since, we’ve grown to nearly\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://jfswa.com/about-jfswa/meet-our-team/\u0026quot;\u0026gt;100 professionals and nine office locations\u0026lt;/a\u0026gt;, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;JFS Wealth Advisors is looking for a \u0026lt;strong\u0026gt;Financial Planning Associate\u0026lt;/strong\u0026gt; that will provide advisor support and/or service to clients.\u0026amp;nbsp; This individual will perform up to 50% client relationship specialist duties, work with various financial planning software (Money Guide Pro, Holistiplan, Income Solver), and collaborate with wealth advisors before, during, and after client meetings to accelerate learning.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position – 3 days in office/2 days remote.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide client relationship support for advisors.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Facilitates and executes tasks and ensures prompt and complete follow through and maintains progress review meeting schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively maintains advisors’ calendars and schedules also confirms appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare performance reports, including certain institutional reports\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interfaces with clients to provide exceptional service.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Follows up with clients for additional information required by advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meets with clients as requested by advisors and follows up on client questions and concerns with advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as contact/resource for clients calling with questions regarding their asset management accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates daily with asset management team members regarding items that affect clients\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assures that client plans are executed and modified as needed.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Attends or Performs Progress Review meetings regarding financial plans and investment accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains contact with client and/or advisors to review plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors’ investment accounts to ensure planned strategy is being implemented and transfers are proceeding properly\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Facilitates new clients onboarding and account opening/transfers\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works with advisors to onboard new clients from initiation through completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requests for contracts, driver’s license copies, and other appropriate new account and/or account transfer paperwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversees transfer of assets and/or accounts to JFS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates preparation of an Investment Policy Statement (IPS) for each account prior to assigning a model to or trading the account\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure that accounts are properly set up in AdvisorView, including custom fields and sets and CRM\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interfaces with custodians.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Communicates daily with asset management team members regarding items that affect clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains appropriate documentation and records, as required by custodians and other regulatory bodies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as contact for National Advisors Trust Company, Fidelity, and Schwab to provide requested information as needed\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completes administrative function related to client’s account.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Processes additional funds into existing accounts as instructed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides delivery instructions for various types of assets. Processes daily deposits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fulfills distributions requests, including ensuring cash availability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completes required and requested account maintenance and account service (ex. beneficiary changes, address changes, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run reports and global reports in AdvisorView as needed\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from a four-year college or university with a major in Finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be actively studying for the series 65 or CFP®\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle multiple tasks in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and interpret business journals, technical procedures, and government regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively present information and respond to questions from groups of managers, clients, customers, and the public\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define problems, collect data, establish facts, and draw valid conclusions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid driver’s license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be client service and team oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The employee must maintain complete confidentiality regarding client names, financial information and all other matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The position requires occasional overtime\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally works at client locations which require the use of the incumbent’s own vehicle\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4106734004,"name":"Doylestown, PA","location":"Doylestown, Pennsylvania, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6001557004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157168004,"location":{"name":"Mechanicsburg, PA"},"metadata":null,"id":6001557004,"updated_at":"2026-05-20T15:14:18-04:00","requisition_id":"751","title":"Financial Planning Associate","company_name":"Focus Financial Partners","first_published":"2026-05-20T15:14:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;JFS Wealth Advisors began as a one-man operation in Hermitage, PA, in 1986 by\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://jfswa.com/team/robert-c-jazwinski-cpa-pfs-cfp/\u0026quot;\u0026gt;Robert C. Jazwinski, CPA/PFS, CFP®\u0026lt;/a\u0026gt;. In over four decades since, we’ve grown to nearly\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://jfswa.com/about-jfswa/meet-our-team/\u0026quot;\u0026gt;100 professionals and nine office locations\u0026lt;/a\u0026gt;, serving clients in more than 40 states. Our mission is to guide our clients to independence and peace of mind. We do this by assisting them in meeting life’s challenges and thriving financially. We want to be the most respected, prominent wealth management services firm in our region, recognized by our employees, clients, and the public.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;JFS Wealth Advisors is looking for a \u0026lt;strong\u0026gt;Financial Planning Associate\u0026lt;/strong\u0026gt; that will provide advisor support and/or service to clients.\u0026amp;nbsp; This individual will perform up to 50% client relationship specialist duties, work with various financial planning software (Money Guide Pro, Holistiplan, Income Solver), and collaborate with wealth advisors before, during, and after client meetings to accelerate learning.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position – 3 days in office/2 days remote.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide client relationship support for advisors.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Facilitates and executes tasks and ensures prompt and complete follow through and maintains progress review meeting schedule\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively maintains advisors’ calendars and schedules also confirms appointments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare performance reports, including certain institutional reports\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interfaces with clients to provide exceptional service.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Follows up with clients for additional information required by advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Meets with clients as requested by advisors and follows up on client questions and concerns with advisors\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as contact/resource for clients calling with questions regarding their asset management accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicates daily with asset management team members regarding items that affect clients\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assures that client plans are executed and modified as needed.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Attends or Performs Progress Review meetings regarding financial plans and investment accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains contact with client and/or advisors to review plans based on modified goals and needs of client or changes in investment markets, tax laws, retirement and insurance opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors’ investment accounts to ensure planned strategy is being implemented and transfers are proceeding properly\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Facilitates new clients onboarding and account opening/transfers\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Works with advisors to onboard new clients from initiation through completion\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Requests for contracts, driver’s license copies, and other appropriate new account and/or account transfer paperwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversees transfer of assets and/or accounts to JFS\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinates preparation of an Investment Policy Statement (IPS) for each account prior to assigning a model to or trading the account\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure that accounts are properly set up in AdvisorView, including custom fields and sets and CRM\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interfaces with custodians.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Communicates daily with asset management team members regarding items that affect clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintains appropriate documentation and records, as required by custodians and other regulatory bodies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serves as contact for National Advisors Trust Company, Fidelity, and Schwab to provide requested information as needed\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completes administrative function related to client’s account.\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Processes additional funds into existing accounts as instructed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provides delivery instructions for various types of assets. Processes daily deposits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fulfills distributions requests, including ensuring cash availability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Processes account closures and client terminations, including launching appropriate workflows involving compliance, operations, and billing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Completes required and requested account maintenance and account service (ex. beneficiary changes, address changes, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run reports and global reports in AdvisorView as needed\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree from a four-year college or university with a major in Finance\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be actively studying for the series 65 or CFP®\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle multiple tasks in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze and interpret business journals, technical procedures, and government regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively present information and respond to questions from groups of managers, clients, customers, and the public\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define problems, collect data, establish facts, and draw valid conclusions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Valid driver’s license\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be client service and team oriented\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The employee must maintain complete confidentiality regarding client names, financial information and all other matters\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The position requires occasional overtime\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Occasionally works at client locations which require the use of the incumbent’s own vehicle\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4106733004,"name":"Mechanicsburg, PA","location":"Mechanicsburg, Pennsylvania, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5982402004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147411004,"location":{"name":"St. Louis, MO; Boston, MA; New York City, NY"},"metadata":null,"id":5982402004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"692","title":"Head of Cybersecurity Governance","company_name":"Focus Financial Partners","first_published":"2026-04-27T08:57:24-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Role Overview\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Head of Cybersecurity Governance is a senior leadership role responsible for establishing, operating, and continuously improving the firm’s cybersecurity governance program. This role owns cybersecurity awareness and training, the development and lifecycle management of all security policies and standards, and the coordination of cybersecurity regulatory compliance efforts in partnership with Legal, Privacy, Compliance, Risk, IT, and business teams.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This leader will build and manage a high‑performing cybersecurity governance team and serve as a key connector between security strategy, regulatory obligations, and business execution. The role reports to the Chief Information Security Officer (CISO) and plays a critical role in enabling a strong, scalable, and compliant cybersecurity posture across the organization.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This role is hybrid with 3 days per week onsite in St. Louis, MO, New York City, NY or Boston, MA\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cybersecurity Governance \u0026amp;amp; Policy Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own the cybersecurity governance framework, ensuring alignment with enterprise risk management, business objectives, and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead the creation, maintenance, and periodic review of all cybersecurity policies, standards, procedures, and guidelines.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and manage a formal policy lifecycle process, including approvals, exceptions, waivers, and annual reviews.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure policies are practical, enforceable, and clearly mapped to security controls and regulatory obligations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Cybersecurity Engineering, Operations, and Risk Management teams to ensure governance is aligned with real‑world controls and practices.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cybersecurity Awareness \u0026amp;amp; Training Program\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Design, implement, and continuously improve the enterprise cybersecurity awareness and training program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Own mandatory security training, phishing simulations, role‑based training, and executive‑level awareness initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Measure training effectiveness through metrics, trends, and risk‑based outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Promote a strong security culture across the organization, balancing education, accountability, and business enablement.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Regulatory \u0026amp;amp; Compliance Program Leadership\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with Legal, Privacy, Compliance, and Risk teams to design and operate a cohesive cybersecurity regulatory compliance program.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interpret and operationalize cybersecurity‑related laws, regulations, and standards (e.g., NYDFS, GLBA, SEC, GDPR/CCPA, ISO, NIST).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain regulatory mappings between requirements, policies, controls, and evidence.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support regulatory exams, audits, client due diligence, and third‑party assessments related to cybersecurity governance.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor emerging cyber regulations and assess their impact on the organization.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Cross‑Functional Partnership \u0026amp;amp; Stakeholder Engagement\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Act as the primary cybersecurity governance partner for IT, Legal, Compliance, Privacy, HR, and business leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate regulatory and policy requirements into actionable guidance for technical and non‑technical teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide clear, executive‑ready reporting on governance posture, compliance status, and key risk themes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support board‑level and executive governance forums with clear, concise insights.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Team Leadership \u0026amp;amp; Program Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build, lead, and mentor a cybersecurity governance team, including policy, training, and compliance specialists.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Define team structure, roles, career paths, and performance expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish scalable processes, tooling, and metrics to support governance operations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive continuous improvement through automation, standardization, and data‑driven decision‑making.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications \u0026amp;amp; Experience\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of experience in cybersecurity, governance, risk, or compliance roles, with increasing leadership responsibility.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven experience building and running cybersecurity governance, policy, and awareness programs in a regulated environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of cybersecurity frameworks and regulatory requirements (e.g., NIST CSF, ISO 27001, NYDFS, GLBA, SEC).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to partner effectively with Legal, Compliance, Privacy, IT, and business teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience leading and developing teams and managing complex, cross‑functional initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exceptional written and verbal communication skills, with the ability to influence at senior and executive levels.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;#LI-KJ2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is an \u0026lt;strong\u0026gt;exempt\u0026lt;/strong\u0026gt; position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$200,000–$225,000\u0026lt;/strong\u0026gt;\u0026amp;nbsp;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6008603004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159906004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":6008603004,"updated_at":"2026-05-28T17:00:50-04:00","requisition_id":"766","title":"HR Operations Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-28T17:00:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;We are seeking a detail-oriented and service-driven HR Analyst to join our Human Resources team. This role plays a key part in supporting HR operations that directly impact the employee experience across the organization. The HR Operations Analyst will serve as a trusted resource for employees and managers, maintain the integrity of HR systems and data, support compliance initiatives, and contribute to process improvements that enhance operational effectiveness.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This position is ideal for someone who\u0026amp;nbsp;thrives\u0026amp;nbsp;in a collaborative environment, enjoys solving problems, and has a passion for continuous improvement and HR technology.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Primary\u0026amp;nbsp;Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;HR Operations \u0026amp;amp; Employee Support\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a trusted point of contact for employees and managers\u0026amp;nbsp;regarding\u0026amp;nbsp;HR policies, procedures, systems, and transactions\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide outstanding customer service by promptly resolving HR-related inquiries and issues\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Enter and\u0026amp;nbsp;maintain\u0026amp;nbsp;employee data and transactions in Workday and other HR systems with\u0026amp;nbsp;a high level\u0026amp;nbsp;of accuracy and attention to detail\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Research and resolve data discrepancies or missing information; escalate unresolved issues as appropriate\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Document HR processes and recommend improvements to streamline workflows and increase operational efficiency\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support initiatives and processes that enhance employee experience and operational excellence\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;HRIS \u0026amp;amp; Systems Management\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain and\u0026amp;nbsp;optimize\u0026amp;nbsp;HRIS systems, primarily Workday, to ensure data integrity and system efficiency\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage Workday transactions and EIB imports\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Generate, analyze, and\u0026amp;nbsp;maintain\u0026amp;nbsp;HR reports and dashboards to support business and leadership needs\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Troubleshoot\u0026amp;nbsp;system issues and provide end-user support and training\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and\u0026amp;nbsp;maintain\u0026amp;nbsp;documentation, job aids, and standard operating procedures for HR systems and processes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Compliance \u0026amp;amp; Audits\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Execute HR compliance activities, including audits, documentation reviews, and record maintenance\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure adherence to federal, state, and local employment laws and regulations\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain\u0026amp;nbsp;accurate\u0026amp;nbsp;employee records and support audit readiness, including benefits, I-9s, EEO reporting, and related compliance requirements\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Oversee unemployment claim processes, including research and submission of required documentation\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Reporting \u0026amp;amp; Analytics\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce recurring and ad hoc HR reports, including headcount, turnover, onboarding, benefits\u0026amp;nbsp;utilization, and compliance metrics\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Analyze HR data trends and\u0026amp;nbsp;provide\u0026amp;nbsp;actionable insights\u0026amp;nbsp;to\u0026amp;nbsp;HR and business leadership\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure consistency, accuracy, and reliability of data across systems and reporting tools\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Project Management \u0026amp;amp; Process Improvement\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support HR Operations projects such as system enhancements, policy updates, implementations, and process improvement initiatives\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist\u0026amp;nbsp;with project planning, timelines, tracking deliverables, and cross-functional coordination\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify\u0026amp;nbsp;opportunities to improve processes, simplify workflows, and increase operational efficiency\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with Centers of Excellence and cross-functional teams to drive continuous improvement efforts\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Human Resources, Business Administration, or related field preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of experience in HR Operations, HRIS, HR Analytics, or related HR support functions\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with Workday strongly preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of HR processes, systems, and data management practices\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational skills with the ability to manage multiple priorities and deadlines\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong analytical and problem-solving abilities\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and commitment to data accuracy\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Effective written and verbal communication skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency\u0026amp;nbsp;in Microsoft Excel and HR reporting tools preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Calibri; font-size: 12.0pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold;\u0026quot;\u0026gt;What\u0026amp;nbsp;You’ll\u0026amp;nbsp;Bring\u0026lt;/span\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;  margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A detail-oriented mindset with a strong grasp of HR systems, processes, and data accuracy\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to balance multiple priorities while\u0026amp;nbsp;remaining\u0026amp;nbsp;organized, adaptable, and deadline-driven\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A collaborative, service-first approach to supporting employees and business partners\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Confidence navigating policies and procedures and explaining them clearly and professionally\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A continuous improvement mindset focused on streamlining and enhancing processes\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;A proactive, solutions-oriented attitude and\u0026amp;nbsp;strong team\u0026amp;nbsp;collaboration skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $65,000–$80,000 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\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4102513004,"name":"Human Resources","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5987701004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5149978004,"location":{"name":"Stamford, CT"},"metadata":null,"id":5987701004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"709","title":"Hybrid Wholesaler","company_name":"Focus Financial Partners","first_published":"2026-05-04T13:28:38-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale.\u0026amp;nbsp;The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer).\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position requires a presence in the Stamford office five days a week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Advisor Coverage \u0026amp;amp; Relationship Management\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage and grow relationships with a defined book of financial advisors across assigned territories\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Conduct proactive outreach via phone, video meetings, and targeted in‑person visits\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify opportunities to deepen engagement across strategies and platforms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support advisor onboarding, education, and implementation of firm strategies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Sales \u0026amp;amp; Asset Growth\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Drive net flows through consistent advisor engagement and opportunity identification\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify cross‑sell and upsell opportunities within existing relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Track pipeline activity and advance opportunities toward funded AUM\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Product \u0026amp;amp; Market Education\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Deliver compliant product education and positioning across the firm’s investment lineup\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Discuss market themes, volatility, and portfolio implications with advisors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support due diligence conversations and follow‑up requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coordinate product‑specific deep dives with portfolio managers or specialists as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Territory \u0026amp;amp; CRM Management\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Segment advisors by opportunity, activity, and strategic importance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Monitor territory metrics including activity levels, flows, and conversion rates\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prepare meeting recaps and internal updates for sales leadership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Internal Collaboration\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work closely with:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;External Wholesalers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Sales Management\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Marketing \u0026amp;amp; Sales Enablement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Portfolio \u0026amp;amp; Product Teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Compliance and Operations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in territory calls, sales meetings, and training sessions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide field feedback on advisor sentiment, competitor activity, and product positioning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;4+ years in asset management, wholesaling, or financial services sales\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience covering wirehouses, RIAs and broker‑dealers advisors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment products and portfolio construction\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven ability to drive advisor engagement and asset growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Highly organized, consultative, and relationship‑driven\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;FINRA licenses (Series 6/7, 63/66)\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4086688004,"name":"Stamford, CT","location":"Stamford, Connecticut, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5830822004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5065349004,"location":{"name":"Century City, CA; Encino, CA"},"metadata":null,"id":5830822004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"598","title":"Internal Tax Manager - Research \u0026 Audit","company_name":"Focus Financial Partners","first_published":"2026-03-17T18:00:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Tax Manager to join our team of dedicated professionals. This position can be based out of Century City on a hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Supervision and training of assigned Staff Accountants and assigned Account Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Review\u0026amp;nbsp;and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay\u0026amp;nbsp;abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supervise\u0026amp;nbsp;and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct tax research and multi-jurisdictional planning, and foreign touring clearances\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communication with clients and client representatives via phones, email, and in-person meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist Managing Director in identifying and onboarding prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree with at least 4+ years in a similar role\u0026amp;nbsp;is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master\u0026#39;s Degree, CPA and/or 6+ years in a similar role is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic understanding of AgilLink is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with GoSystems, CCH Axcess, or SurePrep required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven knowledge of auditing standards, procedures, laws and rule/regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sense of urgency and demonstrated ability to follow through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commitment to professionalism and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills to create and maintain a trusting relationship with staff and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;135,000 - $175,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;u\u0026gt;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; target=\u0026quot;_blank\u0026quot; data-cke-saved-href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/u\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null},{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5994785004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153876004,"location":{"name":"Chapel Hill, NC"},"metadata":null,"id":5994785004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"734","title":"Investment Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-12T15:51:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.\u0026amp;nbsp; We aspire to become a focal point for the client\u0026#39;s financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Eton Advisors is looking for an\u0026amp;nbsp;\u0026lt;strong\u0026gt;Investment Analyst\u0026lt;/strong\u0026gt;\u0026amp;nbsp;to compile, organize, and interpret investment data and research in support of investment decision-making, implementation, portfolio reporting, and client communications.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;It is expected that the candidate pass the Series 65 exam within twelve months of employment and pursue and obtain his/her CFA designation within three years.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Investment Analyst will support the investment team across the following functions and processes:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Execute and support a range of investment- and client-related activities, including:\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Researching and responding to client questions on existing and prospective investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing materials for client and prospective client meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinating preparation and follow-up for quarterly Investment Committee meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supporting quarterly reporting and performance deliverables\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting with portfolio trading and rebalancing activities\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare portfolio analyses, modeling, and recommendations for review with senior investment team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support ongoing manager due diligence for public investments and partner with senior investment team members on due diligence for private investments; maintain due diligence templates and records\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and execute the Goals-Based Analysis process in partnership with senior investment team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as Secretary of the Investment Committee and, upon completion of the CFA designation, become a voting member.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interact directly with clients as a representative of the investment team, as needed.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree; relevant financial experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of industry experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities and deadlines in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated commitment to service excellence and the highest standards of integrity, professionalism, and business ethics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a highly confidential, low-profile environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational skills and strong attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of accounting processes, procedures, and internal controls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, and Access)\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094005004,"name":"Investment Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4099951004,"name":"Chapel Hill, NC","location":"Chapel Hill, North Carolina, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5992994004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152353004,"location":{"name":"Chapel Hill, NC"},"metadata":null,"id":5992994004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"728","title":"Investment Operations Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-09T23:09:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Eton Advisors is a Multi-Family Office dedicated to providing discerning, ultra-high net-worth clients with sophisticated wealth management and family office services. Our commitment is a customized approach designed to meet the needs, exceed the expectations and help achieve the dreams of every family we serve.\u0026amp;nbsp; We aspire to become a focal point for the client\u0026#39;s financial and operational affairs, integrating all aspects - investments, education, retirement planning, estate planning, tax optimization, and supporting disciplines - into congruency.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Eton Advisors is looking for an\u0026amp;nbsp;\u0026lt;strong\u0026gt;Investment Operations Analyst\u0026lt;/strong\u0026gt; to assist in compiling, organizing, and interpreting a broad range of investment-related data and research to support ongoing investment decision-making, investment implementation/execution, portfolio reporting, and client communications.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a full-time in-person position. Days and hours of work are Monday through Friday, 8:30 a.m. to 5:30 p.m.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Investment Analyst will be responsible for the following functions and processes:\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist with various investment-related and client-related activities\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Quarterly reporting processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Portfolio trading activities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Researching client questions regarding specific existing or prospective investments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Client and prospective client meeting presentations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor data reconciliation with outsourced back-office firm\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process investment-related bill pay transactions and ensure proper recording for performance purposes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Develop, maintain and distribute data, analyses, and reports on a regular and timely basis\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the investment implementation for Eton’s pooled funds\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with manager due diligence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize available tools and data sets to regularly supply investment data and information to key internal constituencies\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide assistance and support as needed periodically in various investment-related and client-related activities\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with financial experience required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of industry experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to effectively handle multiple tasks in a fast-paced environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong commitment to service excellence and the highest standards of integrity, professionalism, loyalty, honesty, and business ethics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a highly confidential, low-profile environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational skills and attention to details\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent oral and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding of accounting processes, procedure and internal controls\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook, Access)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Eton Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, Eton Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4099951004,"name":"Chapel Hill, NC","location":"Chapel Hill, North Carolina, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5787070004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5043728004,"location":{"name":"St. Louis, MO; Boston, MA"},"metadata":null,"id":5787070004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"489","title":"IT Project Manager","company_name":"Focus Financial Partners","first_published":"2026-01-30T11:10:45-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Project Manager role in the Focus IT organization is responsible for planning, executing, and closing projects according to strict deadlines and within budget. This role coordinates internal resources, third-party vendors, and cross-functional teams to deliver projects successfully while managing risks and maintaining stakeholder satisfaction. The Project Manager ensures that project goals align with the organization’s strategic objectives and delivers high-quality results, retrospectives, is responsible for driving the execution, governance, and delivery of enterprise-wide technology programs and initiatives. This project manager will enable projects in the IT Program Management Office (PMO) ensuring alignment of programs with business goals, on-time delivery, and efficient resource allocation. The Project Manager may manage a dynamic team of project managers, business analysts or data analysts. The Project Manager will play an important role in enabling transformation, enforcing standardizing delivery practices, and providing transparency into program performance across the organization.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be located in St. Louis, MO; Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead projects from the IT Program Management Office (PMO) portfolio of projects, follow governance frameworks, enforce standards and best practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Define project scope, goals, and deliverables that support business objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop detailed project plans, schedules, and budgets.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate internal resources and third parties/vendors for flawless project execution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify and manage project risks, issues, and changes throughout the project lifecycle.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor project progress and report regularly to stakeholders and senior management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead, motivate, and manage project team members, ensuring clear communication and timely completion of tasks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure quality standards and best practices are met in all project deliverables.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct project reviews and create detailed reports for management and clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage relationships with internal clients, vendors, and all relevant stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Facilitate meetings and provide guidance to teams for optimal performance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Drive execution on complex, cross-functional IT programs, ensuring workstream alignment, budget adherence, and delivery excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with business and technology leaders to define program objectives, success criteria, and resource plans.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Implement and maintain portfolio-level dashboards, KPIs, and reporting to provide transparency to executive stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage risk, issue resolution, change control, and stakeholder communication across all key initiatives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage high-performing team of project managers, develop talent into high performing teams and foster a culture of accountability and execution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-start=\u0026quot;108\u0026quot; data-end=\u0026quot;126\u0026quot;\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;129\u0026quot; data-end=\u0026quot;1080\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;129\u0026quot; data-end=\u0026quot;227\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in business, management, or a related field (Master’s degree preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;228\u0026quot; data-end=\u0026quot;306\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience as a project manager, ideally within a similar industry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;307\u0026quot; data-end=\u0026quot;385\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated leadership, organizational, and problem-solving capabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;386\u0026quot; data-end=\u0026quot;437\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong verbal and written communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;438\u0026quot; data-end=\u0026quot;498\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency with Asana as a project management tool\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;438\u0026quot; data-end=\u0026quot;498\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with Power BI as a data illustration tool\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;499\u0026quot; data-end=\u0026quot;583\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to manage multiple initiatives concurrently in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;584\u0026quot; data-end=\u0026quot;680\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Project management certification such as Agile, PMP, PRINCE2, or equivalent (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;681\u0026quot; data-end=\u0026quot;826\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience contributing to large, enterprise-wide technology programs (e.g., ERP implementations, cloud migrations, digital transformations).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;827\u0026quot; data-end=\u0026quot;894\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience leading remote or distributed teams (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;895\u0026quot; data-end=\u0026quot;966\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to navigate complex stakeholder landscapes (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot; data-start=\u0026quot;967\u0026quot; data-end=\u0026quot;1080\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong analytical, strategic thinking, and adaptability to evolving project and business needs (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$130,0000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees. \u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981379004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146844004,"location":{"name":"Remote"},"metadata":null,"id":5981379004,"updated_at":"2026-06-03T13:32:37-04:00","requisition_id":"684","title":"Lead Advisor Development Manager","company_name":"Focus Financial Partners","first_published":"2026-04-24T11:23:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The\u0026amp;nbsp;Lead\u0026amp;nbsp;Advisor\u0026amp;nbsp;Development Manager\u0026amp;nbsp;is responsible for the development, administration, and execution of various learning experiences for Focus\u0026amp;nbsp;advisor associates. Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of the Client \u0026amp;amp; Advisor Experience, Wealth Technology Platforms, and Practice Management skills.\u0026amp;nbsp;The\u0026amp;nbsp;Lead\u0026amp;nbsp;Advisor Development Manager will work closely with the Advisory Leadership Team to identify key learning needs\u0026amp;nbsp;of Advisors and deliver learning resources intended to meet those needs.\u0026amp;nbsp;It is the goal of the Advisor Development Team to provide all Focus Advisors with the resources required to continuously grow as\u0026amp;nbsp;professional\u0026amp;nbsp;and deliver an exceptional Client Experience.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This role is intended\u0026amp;nbsp;for someone who\u0026amp;nbsp;has an advisory or financial planning background, and is willing to lend their hand and help other\u0026amp;nbsp;advisors succeed. This individual must be\u0026amp;nbsp;detail-oriented, service-minded, and\u0026amp;nbsp;willing to\u0026amp;nbsp;adapt in a fast-changing environment.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;This position is open to any of our office locations in the United States. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the\u0026amp;nbsp;Advisor community\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:2,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:300}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Review\u0026amp;nbsp;their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards\u0026lt;/span\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Bachelor’s degree\u0026amp;nbsp;\u0026lt;/span\u0026gt; \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years’ experience in Financial Services or related profession. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Served as part of an Advisory team for 2+ years \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with WealthTech platforms such as Salesforce, Orion, MoneyGuide, eMoney, Holistiplan, or similar financial technology tools. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced written and verbal communication skills with a service-oriented mindset. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comfort working with technology platforms and learning new systems quickly. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Critical thinker: able to understand core objectives and creatively solve for methods to achieve them. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment.\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Preferred Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Professional certifications specific to the advisory industry (CFP, CPA, EA preferred)\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position.The annualized base pay range for this role is expected to be between $70,000-$90,000 base salary compensation range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4118228004,"name":"Client \u0026 Advisor Experience ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5996236004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5155018004,"location":{"name":"Stamford, CT"},"metadata":null,"id":5996236004,"updated_at":"2026-05-28T14:49:16-04:00","requisition_id":"744","title":"Lead Portfolio Manager - Option Strategies","company_name":"Focus Financial Partners","first_published":"2026-05-14T11:19:12-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;NorthCoast Asset Management is looking for a Lead Portfolio Manager - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.\u0026amp;nbsp; In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.\u0026amp;nbsp; The candidate will also cross train with the operations group where he/she will reconcile client’s portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position requires a presence in the Stamford office five days a week.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Building, executing and allocating trades across 7,000+ client accounts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Researching and resolving trade and position breaks with executing brokers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Reviewing client specific restrictions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to handwrite 200+ lines of code in Python\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A positive attitude and high energy level\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to multitask in a fast-paced and sometimes stressful environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;intermediary + knowledge of Microsoft products especially Excel\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive communication and follow-up\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of SS\u0026amp;amp;C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $115,000 - $120,000/year\u0026lt;strong\u0026gt;.\u0026lt;/strong\u0026gt; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4115877004,"name":"Centralized Portfolio Management","child_ids":[],"parent_id":null}],"offices":[{"id":4086688004,"name":"Stamford, CT","location":"Stamford, Connecticut, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5783302004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5042173004,"location":{"name":"St. Louis, MO; Boston, MA; New York, NY"},"metadata":null,"id":5783302004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"469","title":"Machine Learning Engineer","company_name":"Focus Financial Partners","first_published":"2026-01-27T16:58:02-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking a skilled Machine Learning Engineer with approximately three years of hands-on experience designing, deploying, and maintaining production-grade machine learning systems. In this role, you will collaborate closely with data scientists, software engineers, and product teams to translate research models into reliable, scalable, and high-impact applications. You will be deeply involved in the end-to-end ML lifecycle—from data ingestion and feature engineering to deployment, monitoring, and continuous improvement—playing a critical part in shaping our machine learning platform and capabilities.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, deploy, and optimize machine learning models for real-world business use cases and client-facing applications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with data scientists to operationalize predictive models and ensure scalable, maintainable, and performant production deployments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Design and implement data pipelines and workflows that support training, inference, and model lifecycle management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work with large, complex datasets to ensure data quality, reproducibility, and reliable version control across ML workflows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Implement model monitoring, logging, and alerting strategies to track performance, detect drift, and support retraining cycles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Leverage cloud platforms (AWS, Azure, GCP) to build scalable ML solutions using managed services and infrastructure-as-code practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Write clean, modular, and well-documented code aligned with MLOps and software engineering best practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Stay current on emerging ML tooling, frameworks, and industry best practices to continuously enhance our platform and capabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Master’s degree in Computer Science, Data Science, Engineering, or a related technical field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;6+ years of experience in machine learning engineering, applied ML, or related software engineering roles.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong proficiency in Python and experience with modern ML frameworks such as TensorFlow, PyTorch, or scikit-learn.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with distributed data processing and compute frameworks (e.g., Pandas, Spark, Dask).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Hands-on experience with containerization and orchestration technologies such as Docker and Kubernetes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with CI/CD pipelines, testing automation, and version control using Git.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with cloud-based ML platforms or services (e.g., SageMaker, Vertex AI, Databricks, or Snowflake ML) is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of model evaluation, feature engineering, and performance optimization in production contexts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical, communication, and collaboration skills, with the ability to work effectively in cross-functional teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$140,000-$180,000\u0026lt;/strong\u0026gt;.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6007639004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159377004,"location":{"name":"Walnut Creek, CA, San Diego, CA Bellevue, WA"},"metadata":null,"id":6007639004,"updated_at":"2026-06-01T09:57:48-04:00","requisition_id":"765","title":"Manager, Advisory Leadership Team","company_name":"Focus Financial Partners","first_published":"2026-05-27T17:02:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth\u0026#39;s financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm’s client experience and the tools and technology solutions used by the advisory team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;accountability for both individual and team objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Establish ongoing communication forums with the members of their team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Drive planning and service harmonization in alignment with stated advisory team client experience objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensure efficient use of financial planning tools and resources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Foster a culture of accountability aligned with the firm’s mission and values.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Collaborate with the Directors to determine and guide advisory team business plans and staffing.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Responsibility in assisting the firm to achieve its objective and key results.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Promote strong compliance practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;support overall team effectiveness.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Maintain established communication channels with the Directors to report progress and resolve issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Participate in committees and/or projects as requested by the Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;established.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Function as a collaborative, results-oriented member of the Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Travel: Approximately 25%, with the possibility of additional travel depending on business needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Advanced credentials such as CFP, CFA or CPA\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;5+ years of work experience preferred in a relevant position.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficient in the use and best practices of client management systems and related technologies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong leadership and emotional intelligence to work well with a variety of personalities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Enthusiastic, quick, and ongoing learner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficient multitasking, prioritization, attention to detail, and organizational skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effective listening and people skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Collaborator with a desire to help others.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Creative and strong critical thinking skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to work independently and collaboratively.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position.\u0026amp;nbsp;The annualized base pay range for this role is expected to be $135,000 - $175,000 per year 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4070162004,"name":"Bellevue, WA","location":"Bellevue, Washington, United States","child_ids":[],"parent_id":null},{"id":4087272004,"name":"San Diego, CA","location":null,"child_ids":[],"parent_id":null},{"id":4087271004,"name":"Walnut Creek, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5797042004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5048300004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5797042004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"499","title":"Manager, Client Service ","company_name":"Focus Financial Partners","first_published":"2026-02-06T21:02:08-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Manager, Client Service. The Manager, Client Service leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes to ensure service standards are met and upheld.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Manager, Client Service serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients. The role includes directing day-to-day team activities, overseeing complex issues and custodian escalations, and collaborating closely across Client Service, Core Operations, and Platform Operations. Success in this role requires flexibility, sound judgment, proactive leadership, and consistent follow-through in a dynamic environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; Service Delivery \u0026amp;amp; Issue Management\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and direct daily Client Service activities, ensuring appropriate coverage and consistent service levels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize work and adjust resources in response to fluctuating volumes, market activity, and seasonal demands.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Step in during high-volume or high-stress periods to maintain service continuity and team stability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary owner for complex, escalated, or non-routine service issues involving advisors, clients, internal teams, or custodial partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive issue resolution through effective coordination, sound judgment, and a unified, professional approach.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify recurring issues and partner with stakeholders to address root causes and improve outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retain a limited CSA workload to maintain direct client engagement and provide hands-on support for the team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;2.Team Leadership \u0026amp;amp; People Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead, develop, and unify a geographically dispersed Client Service team through clear expectations, accountability, and engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach team members to deliver high-quality, high-touch service and support their professional growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide regular feedback and performance coaching to achieve departmental and firm-wide goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recruit, onboard, train, and develop Client Service team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Address performance and conduct matters in accordance with firm policy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster a positive, collaborative team culture and support employee engagement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run team meetings to align priorities and reinforce standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;3. Service Operations \u0026amp;amp; Collaboration\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor service metrics and trends to assess workload, capacity, and coverage needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent service delivery through standardized service expectations and best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify risks, bottlenecks, and resource constraints.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pursue efficiencies through effective use of tools, processes, and documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage CRM and service tools to improve workflow management, visibility, and accountability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong, trust-based relationships with advisory teams and advisory leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for Client Service while balancing advisor expectations, client experience, and firm priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Operations, Platform, Compliance, and other internal teams to support service delivery and change management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with leadership to anticipate challenges and define actionable solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead communication and represent Client Service in firm initiatives, projects, and cross-functional efforts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in the financial services industry, including a minimum of three years in the RIA industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience supervising or managing service-oriented or operational teams preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership ability with sound judgment, integrity, discretion, and the trust of colleagues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to independently resolve complex or escalated service issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong coaching and people leadership skills, with the ability to motivate and develop team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commitment to delivering an outstanding advisor and client service experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, active listening, organizational, and relationship-management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to collaborate effectively with stakeholders at all levels and work well with diverse personalities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with a strong bias for action and the ability to prioritize and manage multiple initiatives in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills, attention to detail, and consistent follow-through.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry back-office practices and custodial platforms, including Charles Schwab and Fidelity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with service and workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Manager, Client Service is a exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,500.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KP1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5674631004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":4991598004,"location":{"name":"New York, NY; White Plains, NY; Nashville, TN; Los Angeles, CA"},"metadata":null,"id":5674631004,"updated_at":"2026-06-04T13:21:12-04:00","requisition_id":"323","title":"Music Royalty Analyst","company_name":"Focus Financial Partners","first_published":"2025-10-08T15:45:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Music Royalty Analyst with ideally strong Excel skills to join our team of dedicated professionals. The Royalty Analyst is responsible for assisting the department in conducting compliance examinations on behalf of our entertainment clients and other rights holders. This position is mainly remote but may require you to come into our Manhattan or White Plains, NY, Los Angeles, CA or Nashville, TN office on an as needed basis.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist managers with music royalty audits of record companies, music publishers, and merchandising companies, on behalf of clients that include many Multi-Platinum and Grammy-winning artists, writers, and producers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Download and summarize royalty statements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review and summarize music industry contracts (recording, publishing, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Combine and format large electronic datasets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain organization of electronic files and folders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze data to find underpayments of royalties and create claim schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with fieldwork\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct Internet research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Excel, including Pivot Tables and formulas (such as VLOOKUP and SUMIF) – bonus points for experience with Power Pivot and Power Query\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A genuine interest in the music business and music royalties\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The candidate must also:\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Be a self-motivated and detail-oriented analytical thinker\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Possess excellent verbal/written communication skills and reading comprehension\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understand basic mathematical and accounting principles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well independently and in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Be eager to learn new skills and concepts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Want to help creative artists\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;While not required, experience or education in the music business, particularly music royalties and music royalty audits are beneficial\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$60,000 - $65,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026amp;nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093874004,"name":"Royalty Services","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5980178004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5145818004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5980178004,"updated_at":"2026-05-26T17:04:16-04:00","requisition_id":"672","title":"Operations Associate","company_name":"Focus Financial Partners","first_published":"2026-04-23T12:07:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Start Date: June 2026\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking Operations Associates that will serve as a key members of the Core Operations team and support essential back-office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment. Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. Occasional overtime may be required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Validate and reconcile monetary transactions on custodial platforms (e.g., Schwab, Fidelity).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Monitor custodian alerts and escalate or distribute updates as appropriate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Maintain accurate and timely data entry across core systems, including Salesforce and Orion.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Collaborate across departments to achieve shared objectives and contribute to team initiatives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Share knowledge, best practices, and insights to enhance team effectiveness.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Assist with team projects and daily operational responsibilities as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Demonstrate adaptability, initiative, and a proactive approach to changing priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Consistently model the firm’s core values through actions and communication.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Contribute to training, knowledge sharing, and onboarding of new team members.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;Bachelor\u0026#39;s Degree (expected graduation date by June 2026) \u0026lt;strong\u0026gt;OR\u0026lt;/strong\u0026gt; High School Diploma and 2+ years of relevant Client Service or Customer Service\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Ability to work and commute out of our Clayton, MO office\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Candidates must have permanent authorization to work in the U.S.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Experience in the service or financial services industry preferred\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· High attention to detail and accuracy in handling financial transactions and client information\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Excellent verbal and written communication skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Proficiency with Microsoft Office Suite and working knowledge of Windows operating systems\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Ability to work independently while collaborating effectively within a team environment\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Strong organizational skills, follow-through, and ability to manage multiple priorities\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Service-oriented mindset with strong interpersonal and relationship management skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Self-starter with initiative, adaptability, and problem-solving capabilities\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Commitment to maintaining confidentiality and adhering to compliance standards\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay for this role is expected to be $50,000. 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6009189004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5160201004,"location":{"name":"White Plains, NY"},"metadata":null,"id":6009189004,"updated_at":"2026-05-29T12:34:05-04:00","requisition_id":"771","title":"Operations Manager","company_name":"Focus Financial Partners","first_published":"2026-05-29T12:33:57-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced \u0026lt;strong\u0026gt;Operations Manager\u0026lt;/strong\u0026gt; to help strengthen operational infrastructure, enhance workflow scalability, and support the next phase of organizational growth.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This individual will serve as a critical operational leader within the firm — directly managing a four-person client service and operations team while overseeing the day-to-day execution of core operational functions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The role offers significant visibility across the organization, direct interaction with firm leadership, and the opportunity to make a meaningful impact on operational efficiency, client experience, and long-term scalability.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position requires you to be on-site 5 days a week.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Operational Leadership \u0026amp;amp; Team Oversight\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and support the client service coordinator team\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage daily operational workflow, queue prioritization, and escalation handling\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review operational paperwork and documentation for accuracy and completeness\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with onboarding, training, and team accountability initiatives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with leadership to improve operational consistency and service delivery\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Cash Flow Oversight \u0026amp;amp; Operational Monitoring\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage weekly cash flow monitoring and reporting processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and escalate accounts requiring contra activity or operational follow-up\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and accurate documentation within portfolio management and CRM systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain operational accuracy and accountability across recurring workflows\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;CRM \u0026amp;amp; Workflow Infrastructure\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Build, maintain, and optimize workflows within Salentica\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Standardize operational procedures to improve scalability and reduce manual processing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance workflow transparency, accountability, and operational efficiency\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with leadership on process improvement and operational infrastructure initiatives\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Estate \u0026amp;amp; Beneficiary Processing\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Coordinate date-of-death valuation requests with custodians and external parties\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage beneficiary account transfers, retitling, and account setup workflows\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee operational processing related to estate settlement activity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure timely and accurate completion of all required documentation\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt;Documentation \u0026amp;amp; Process Accuracy\u0026lt;/strong\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate and timely operational notes across systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Document cash flows, operational activity, account changes, and client servicing events\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support operational audit readiness and procedural consistency\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in RIA or broker-dealer operations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with custodial platforms such as Schwab, Fidelity, or Pershing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with high-net-worth client servicing, trusts, and organizational account structures\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM systems such as Salentica, Salesforce, or Redtail preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior team lead or supervisory experience strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong excel proficiency as a required operational skill\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational skills and attention to detail\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication abilities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Calm under pressure with a solutions-oriented mindset\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High degree of professionalism, accountability, and follow-through\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$110,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4104442004,"name":"Practice Management \u0026 Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4066856004,"name":"White Plains, NY","location":"White Plains, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5993808004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153249004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5993808004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"729","title":"Operations Specialist ","company_name":"Focus Financial Partners","first_published":"2026-05-11T17:27:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. This person will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; you may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have proficiency in one specialization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adjust focus as required to provide support to your team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize effective communication skills with both internal and external partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a high standard of quality control for all incoming requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaise with custodian partners and Advisors to successfully process requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review requests for clarity and /or omissions prior to submission to our custodian partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Remain current on trends and policy changes required by custodians due to regulatory updates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Charles Schwab, Fidelity, or Pershing preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of CRM systems, preferably Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be $53,000 - $56,000/year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5814678004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5057486004,"location":{"name":"New Hyde Park, NY; St. Louis, MO"},"metadata":null,"id":5814678004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"567","title":"Payroll Manager","company_name":"Focus Financial Partners","first_published":"2026-02-27T11:32:03-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Financial Partners is seeking a Payroll Manager to lead and oversee the accurate and timely processing of multi-state employee payroll in compliance with all federal, state, and local regulations. This role is responsible for managing end-to-end payroll operations, driving process improvements, ensuring strong internal controls, and serving as a key liaison between HR, Finance, and external vendors.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Payroll Manager will provide strategic oversight of payroll administration, reporting, and compliance while delivering exceptional service to employees and leadership. This position plays a critical role within the Focus financial reporting team and contributes to broader operational and financial initiatives.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be located in St. Louis, MO; New Hyde Park, NY.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead and manage the full-cycle payroll process, ensuring accurate and timely payroll execution across multiple entities and jurisdictions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Oversee payroll data integrity, including compensation changes, bonuses, commissions, benefits deductions, direct deposits, new hires, terminations, and status changes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure compliance with federal, state, and local wage and tax regulations; monitor legislative changes and implement necessary updates to processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage payroll audits, reconciliations, and internal controls to ensure accuracy and mitigate risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and review payroll-related reports, including earnings, taxes, deductions, leave, disability, and non-taxable wages; partner with Finance on month-end and year-end reporting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the resolution of complex payroll discrepancies through detailed analysis and cross-functional collaboration.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as primary point of contact for payroll inquiries, escalations, and issue resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner closely with HR, Benefits, and Finance to align payroll operations with organizational objectives and system enhancements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Evaluate and optimize payroll systems, workflows, and vendor relationships (including ADP or other platforms) to drive efficiency and scalability.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support year-end processes including W-2 preparation, tax filings, and audit documentation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, document, and maintain payroll policies and procedures to ensure consistency and compliance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mentor and guide junior payroll team members (if applicable) and contribute to broader team initiatives and cross-functional projects.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree in Accounting, Finance, Business Administration, or related field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5+ years of progressive payroll experience, including oversight of multi-state payroll processing; experience in the financial services industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated knowledge of federal, state, and local payroll tax regulations and compliance requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with ADP or similar enterprise payroll systems required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong analytical skills with exceptional attention to detail and ability to manage confidential information.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Advanced proficiency in Microsoft Excel and Microsoft Office Suite.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven ability to manage competing priorities, meet strict deadlines, and operate effectively in a fast-paced environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong communication and cross-functional collaboration skills, with the ability to partner effectively across HR, Finance, and leadership teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an\u0026amp;nbsp;exempt position. The annualized base pay range for this role is expected to be between\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;$90,000-115,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4081714004,"name":"New Hyde Park, NY","location":"New Hyde Park, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5980016004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146295004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5980016004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"677","title":"Performance Marketing, Senior Manager","company_name":"Focus Financial Partners","first_published":"2026-04-23T15:18:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Performance Marketing, Senior Manager will lead the execution and optimization of paid digital acquisition programs designed to generate qualified investor leads and drive measurable pipeline growth for Focus Partners. This role will manage paid search and paid social campaigns, partner with agency resources where applicable, and continuously optimize campaign performance through testing, analytics, and funnel improvements. The ideal candidate combines strong paid media expertise with a deep understanding of lead generation funnels for high‑consideration services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Plan, execute, and optimize paid search and paid social campaigns across Google, Bing, LinkedIn, and Meta\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage performance of six‑figure monthly digital media budgets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with external agencies on campaign execution, strategy, and reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop and manage campaign targeting, audience strategies, and keyword portfolios\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Optimize landing pages and conversion paths in collaboration with the web team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Implement structured A/B testing programs for creative, messaging, and offers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor campaign performance and deliver regular reporting on ROI and lead quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with analytics and CRM teams to ensure accurate tracking and attribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify opportunities to expand into new performance channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s degree or relevant work experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5+ years of experience in paid media or performance marketing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Expertise in Google Ads, LinkedIn Ads, and Meta Ads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience managing lead generation campaigns\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of conversion funnels and attribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with analytics platforms such as GA4 and marketing dashboards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience in financial services, fintech, or professional services is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Performance Marketing, Senior Manager is an exempt position. The annualized base pay range for this role is expected to be between $140,000-$150,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4104437004,"name":"Marketing ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6013982004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5162181004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":6013982004,"updated_at":"2026-06-04T10:13:43-04:00","requisition_id":"780","title":"Portfolio Trader","company_name":"Focus Financial Partners","first_published":"2026-06-04T10:13:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. \u0026amp;nbsp;They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Deep understanding of our investment philosophy and the investments we use.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Cash Flow Planning and Cash Management:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Confirm accuracy of a client’s cash needs with advisory team on a periodic basis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Propose and execute plans for RMDs and any account cash flows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Perform review of cash to be invested or generated. \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develops recommendations for client accounts for which we do not maintain discretion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effectively prioritize work to meet trade deadlines and service level agreements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Two years of experience in financial services required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience working with RIAs and Independent Financial Advisors a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong proficiency in Microsoft Applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Orion Software, Envestnet Software or Custodian website experience preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong written and verbal communication skills.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Desire to take ownership and provide the best customer service in the industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Energetic self-starter with an extremely positive, can-do attitude\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong organization skills with exceptional attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Must work well in a team environment, supporting others and filling in as necessary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Must be able to prioritize and switch tasks as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an exempt position.The annualized base pay range for this role is expected to be between $75,000 - $80,000/year.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4115877004,"name":"Centralized Portfolio Management","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5970316004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5142433004,"location":{"name":"Sydney, New South Wales, Australia"},"metadata":null,"id":5970316004,"updated_at":"2026-06-03T10:27:35-04:00","requisition_id":"643","title":"Private Wealth Adviser","company_name":"Focus Financial Partners","first_published":"2026-04-14T21:54:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is accountable for the delivery of advice and managing client relationships to facilitate an excellent level of client service. This person will be responsible for managing and growing a portfolio of HNW clients through the provision of tailored structural, financial and investment solutions. Working closely with a team of support staff, this person will be well placed to deliver an exceptional client experience, while fulfilling their passion of helping clients achieve their financial goals.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Sydney, New South Wales, Australia.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage and grow a portfolio of HNW clients through the provision of ongoing holistic financial advice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Understanding clients’ immediate needs, long term objectives and level of comfort with risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide financial advice across a broad spectrum of needs including retirement planning, investment planning, insurance needs, intergenerational wealth transfers and philanthropy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide quality and trusted financial advice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the focal point for clients to assist with complex decisions around protecting and growing their wealth, structuring their investments, and balancing competing business or wealth demands.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensuring accuracy and compliance of client files and advice documentation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist providing guidance and technical direction to paraplanners and implementation staff.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Drive ongoing business development activities with potential and new client opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Qualifications and Experience:\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;At least 1-2+ years’ experience as a Financial Adviser, with a focus managing HNW client portfolios.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Be passionate about servicing clients and interested in an opportunity for the long term.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comply with the Qualifications Standard to be able to appoint as a Financial Adviser (Retail)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Advanced understanding of investment products, taxation, retirement \u0026amp;amp; estate planning and risk management and insurance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;An ability to handle a client book and be comfortable with multi-tasking.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong sense of professionalism and a client-centric approach.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Highly motivated with an ability to convert referrals to clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Organisational and prioritisation skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent communication and interpersonal skills, both written and verbal.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exceptional client focus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in\u0026amp;nbsp;investment and portfolio management,\u0026amp;nbsp;accounting, lending,\u0026amp;nbsp;insurance\u0026amp;nbsp;and related services from its offices in Sydney, Melbourne,\u0026amp;nbsp;Brisbane\u0026amp;nbsp;and the Gold Coast. Guided by a client-first ethos, we\u0026amp;nbsp;leverage\u0026amp;nbsp;the global\u0026amp;nbsp;expertise,\u0026amp;nbsp;platforms\u0026amp;nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,\u0026amp;nbsp;credit\u0026amp;nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,\u0026amp;nbsp;and transition their wealth at every life stage.\u0026amp;nbsp;Discover more about Focus\u0026amp;nbsp;Partners Australia at \u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG\u0026quot;\u0026gt;focuspa.com.au/\u0026lt;/a\u0026gt;\u0026amp;nbsp;or\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4077514004,"name":"Brisbane, Queensland, Australia","location":"Brisbane, Queensland, Australia","child_ids":[],"parent_id":null},{"id":4071759004,"name":"Melbourne, Victoria, Australia","location":"Melbourne, Victoria, Australia","child_ids":[],"parent_id":null},{"id":4071758004,"name":"Sydney, New South Wales, Australia","location":"Sydney, New South Wales, Australia","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5989731004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151290004,"location":{"name":"Boston, MA"},"metadata":null,"id":5989731004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"719","title":"Quantitative Investment Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-06T12:39:19-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;em\u0026gt;Required\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong programming skills with experience building analytical workflows, models, and data pipelines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with modern data infrastructure, including Snowflake or similar environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;Preferred\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with business intelligence and data visualization platforms such as Power BI.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with cloud environments such as AWS, Azure, or GCP.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience applying machine learning or AI tools in production or business workflows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with agentic workflows using tools such as Copilot Studio or Claude.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exposure to investment manager research, underwriting, or portfolio analytics is a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5991798004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147031004,"location":{"name":"Montreal, Quebec, Canada"},"metadata":null,"id":5991798004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"690","title":"Receptionist","company_name":"Focus Financial Partners","first_published":"2026-05-08T11:52:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;We are seeking a professional, reliable, and service-oriented Receptionist to be the first point of contact for our firm. The successful candidate is a team player known for resourcefulness, discretion, strong organizational skills, and ability to work independently while meeting deadlines. This role is ideal for someone who takes pride in maintaining a professional office environment and enjoys contributing to the smooth day-to-day operations.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Answer, screen, and appropriately forward incoming calls; take accurate and detailed messages\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Maintain a professional, welcoming atmosphere at the reception area\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Greet and attend to visitors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Schedule, coordinate, and maintain a log of meetings for two conference rooms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Receive, sort, and distribute incoming mail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Prepare outgoing mail, including stamping envelopes and mailbox delivery\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Collect, collate, and mail monthly client statements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Prepare monthly and quarterly mailings using Microsoft Mail Merge\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Conduct basic internet research and print selected reports as requested\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Scan and prepare cheques for deposit\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Monitor and reconcile deposits\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Book and manage courier services and liaise with building management as required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Order and manage office stationery and supplies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Work with Microsoft Office and in-house software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;1–3 years of office or receptionist experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellent telephone etiquette and professional demeanor\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Professional appearance and strong customer-service orientation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Fully bilingual in English and French\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong computer skills, particularly Microsoft Office\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Fast learner with the ability to adapt to new systems and procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellent written and verbal communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong interpersonal skills and ability to work well with colleagues and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Highly organized, with strong attention to detail and ability to multitask\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to take initiative, prioritize workload, and work autonomously\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Solution-oriented with good problem-solving skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Requirements\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Consent to credit and criminal background checks\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Availability to work fully on-site from our offices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Working hours 9:00 am to 5:00 pm (1 hour lunch).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is $45,000.00 CAD.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees. \u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;-------------------------------------------------------------------\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;flex flex-col text-sm pb-25\u0026quot;\u0026gt;\n\u0026lt;section class=\u0026quot;text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\u0026quot; data-turn-id=\u0026quot;request-WEB:73251f51-058c-460c-bbe4-ad1433eb7c64-0\u0026quot; data-testid=\u0026quot;conversation-turn-2\u0026quot; data-scroll-anchor=\u0026quot;true\u0026quot; data-turn=\u0026quot;assistant\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;flex max-w-full flex-col gap-4 grow\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+\u0026amp;amp;]:mt-1\u0026quot; data-message-author-role=\u0026quot;assistant\u0026quot; data-message-id=\u0026quot;ba606318-75fc-450c-bbe5-0c46a8520977\u0026quot; data-message-model-slug=\u0026quot;gpt-5-3-mini\u0026quot; data-turn-start-message=\u0026quot;true\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;flex w-full flex-col gap-1 empty:hidden\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\u0026quot;\u0026gt;\n\u0026lt;p data-start=\u0026quot;3598\u0026quot; data-end=\u0026quot;4356\u0026quot; data-is-last-node=\u0026quot;\u0026quot; data-is-only-node=\u0026quot;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1o1bmmo\u0026quot; data-start=\u0026quot;0\u0026quot; data-end=\u0026quot;18\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Résumé du poste\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p data-start=\u0026quot;20\u0026quot; data-end=\u0026quot;590\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Nous sommes à la recherche d’un(e) réceptionniste professionnel(le), fiable et axé(e) sur le service afin d’agir comme premier point de contact de notre cabinet. La personne retenue sera un(e) joueur(se) d’équipe reconnu(e) pour sa débrouillardise, sa discrétion, ses solides compétences organisationnelles ainsi que sa capacité à travailler de façon autonome tout en respectant les échéances. Ce poste convient parfaitement à une personne fière de maintenir un environnement de bureau professionnel et qui aime contribuer au bon déroulement des opérations quotidiennes.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;bdl7ye\u0026quot; data-start=\u0026quot;592\u0026quot; data-end=\u0026quot;622\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Responsabilités principales\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;624\u0026quot; data-end=\u0026quot;1760\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;vamxpi\u0026quot; data-start=\u0026quot;624\u0026quot; data-end=\u0026quot;748\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Répondre aux appels entrants, les filtrer et les acheminer de façon appropriée; prendre des messages précis et détaillés\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;qc9lmh\u0026quot; data-start=\u0026quot;749\u0026quot; data-end=\u0026quot;824\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Maintenir une atmosphère professionnelle et accueillante à la réception\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1uplbor\u0026quot; data-start=\u0026quot;825\u0026quot; data-end=\u0026quot;881\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Accueillir les visiteurs et répondre à leurs besoins\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;sdwpic\u0026quot; data-start=\u0026quot;882\u0026quot; data-end=\u0026quot;979\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Planifier, coordonner et tenir à jour un registre des réunions pour deux salles de conférence\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1rc0ruf\u0026quot; data-start=\u0026quot;980\u0026quot; data-end=\u0026quot;1033\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Recevoir, trier et distribuer le courrier entrant\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;otmz7l\u0026quot; data-start=\u0026quot;1034\u0026quot; data-end=\u0026quot;1135\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Préparer le courrier sortant, y compris l’affranchissement des enveloppes et le dépôt au courrier\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;alkri3\u0026quot; data-start=\u0026quot;1136\u0026quot; data-end=\u0026quot;1205\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Recueillir, assembler et envoyer les relevés mensuels aux clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1j09cob\u0026quot; data-start=\u0026quot;1206\u0026quot; data-end=\u0026quot;1304\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Préparer les envois mensuels et trimestriels à l’aide de la fonction Publipostage de Microsoft\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;bykqq4\u0026quot; data-start=\u0026quot;1305\u0026quot; data-end=\u0026quot;1396\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effectuer des recherches de base sur Internet et imprimer certains rapports sur demande\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1mfnay0\u0026quot; data-start=\u0026quot;1397\u0026quot; data-end=\u0026quot;1445\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Numériser et préparer les chèques pour dépôt\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1f7vno6\u0026quot; data-start=\u0026quot;1446\u0026quot; data-end=\u0026quot;1497\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Assurer le suivi et le rapprochement des dépôts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1cydmlf\u0026quot; data-start=\u0026quot;1498\u0026quot; data-end=\u0026quot;1616\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Réserver et gérer les services de messagerie/courrier ainsi que collaborer avec la gestion de l’immeuble au besoin\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;2vaeu\u0026quot; data-start=\u0026quot;1617\u0026quot; data-end=\u0026quot;1681\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Commander et gérer les fournitures de bureau et la papeterie\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;g2q3t4\u0026quot; data-start=\u0026quot;1682\u0026quot; data-end=\u0026quot;1760\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Travailler avec Microsoft Office et les logiciels internes de l’entreprise\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1fm6vrb\u0026quot; data-start=\u0026quot;1762\u0026quot; data-end=\u0026quot;1779\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1781\u0026quot; data-end=\u0026quot;2687\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;10rihvc\u0026quot; data-start=\u0026quot;1781\u0026quot; data-end=\u0026quot;1864\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;1 à 3 ans d’expérience en administration de bureau ou à titre de réceptionniste\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;12iyqyp\u0026quot; data-start=\u0026quot;1865\u0026quot; data-end=\u0026quot;1930\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellente étiquette téléphonique et attitude professionnelle\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;qrmdq7\u0026quot; data-start=\u0026quot;1931\u0026quot; data-end=\u0026quot;2007\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Présentation professionnelle et forte orientation service à la clientèle\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1lwidwt\u0026quot; data-start=\u0026quot;2008\u0026quot; data-end=\u0026quot;2057\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bilinguisme complet en français et en anglais\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;167iuf\u0026quot; data-start=\u0026quot;2058\u0026quot; data-end=\u0026quot;2135\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Solides compétences informatiques, particulièrement avec Microsoft Office\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1tysqnj\u0026quot; data-start=\u0026quot;2136\u0026quot; data-end=\u0026quot;2233\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Capacité d’apprentissage rapide et facilité d’adaptation à de nouveaux systèmes et procédures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;165p5w9\u0026quot; data-start=\u0026quot;2234\u0026quot; data-end=\u0026quot;2296\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellentes compétences en communication écrite et verbale\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;xj8aoj\u0026quot; data-start=\u0026quot;2297\u0026quot; data-end=\u0026quot;2396\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellentes aptitudes interpersonnelles et capacité à bien collaborer avec collègues et clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;1w02ybu\u0026quot; data-start=\u0026quot;2397\u0026quot; data-end=\u0026quot;2499\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Grande capacité d’organisation, souci du détail et aptitude à gérer plusieurs tâches simultanément\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;145rlpe\u0026quot; data-start=\u0026quot;2500\u0026quot; data-end=\u0026quot;2599\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Capacité à faire preuve d’initiative, à établir les priorités et à travailler de façon autonome\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;15phfpk\u0026quot; data-start=\u0026quot;2600\u0026quot; data-end=\u0026quot;2687\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Approche orientée vers les solutions et bonnes habiletés en résolution de problèmes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1lrgyyw\u0026quot; data-start=\u0026quot;2689\u0026quot; data-end=\u0026quot;2701\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Exigences\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;2703\u0026quot; data-end=\u0026quot;2917\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;j26p0d\u0026quot; data-start=\u0026quot;2703\u0026quot; data-end=\u0026quot;2779\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Consentement à une vérification de crédit et des antécédents judiciaires\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;8fml5u\u0026quot; data-start=\u0026quot;2780\u0026quot; data-end=\u0026quot;2853\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Disponibilité pour travailler entièrement en présentiel à nos bureaux\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot; data-section-id=\u0026quot;vre9fj\u0026quot; data-start=\u0026quot;2854\u0026quot; data-end=\u0026quot;2917\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Horaire de travail : de 9 h 00 à 17 h 00 (1 heure de dîner)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;yevocj\u0026quot; data-start=\u0026quot;2919\u0026quot; data-end=\u0026quot;2947\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Rémunération et avantages\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p data-start=\u0026quot;2949\u0026quot; data-end=\u0026quot;3255\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Il s’agit d’un poste exempté. La rémunération annuelle de base pour ce poste est de 45 000,00 $ CA. Le salaire de base réel peut varier en fonction de plusieurs facteurs, notamment l’expérience, l’expertise du domaine, le lieu géographique où le travail sera effectué ainsi que les compétences du candidat.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;3257\u0026quot; data-end=\u0026quot;3594\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Le salaire de base ne représente qu’une composante de la rémunération globale offerte aux employés. D’autres avantages peuvent inclure une prime annuelle en argent ainsi qu’un programme complet d’avantages sociaux, incluant notamment l’assurance médicale, dentaire, visuelle, l’assurance vie ainsi qu’un régime d’épargne-retraite 401(k).\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;3596\u0026quot; data-end=\u0026quot;3726\u0026quot; data-is-last-node=\u0026quot;\u0026quot; data-is-only-node=\u0026quot;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Veuillez noter que le titre du poste pourrait être modifié en fonction de l’expérience et de la formation du candidat sélectionné.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;3598\u0026quot; data-end=\u0026quot;4356\u0026quot; data-is-last-node=\u0026quot;\u0026quot; data-is-only-node=\u0026quot;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;mt-3 w-full empty:hidden\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;x_MsoNormal\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p class=\u0026quot;x_MsoNormal\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4114198004,"name":"Administration","child_ids":[],"parent_id":null}],"offices":[{"id":4095659004,"name":"Montréal, Quebec, Canada","location":"Montréal, Quebec, Canada","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6006216004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158845004,"location":{"name":"Chicago, IL"},"metadata":null,"id":6006216004,"updated_at":"2026-05-26T15:49:02-04:00","requisition_id":"759","title":"Research Analyst","company_name":"Focus Financial Partners","first_published":"2026-05-26T15:19:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;As a Research Analyst, you will be an integral member of the Manager Research team within the Investment Department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Source, evaluate, and conduct due diligence on investment managers across asset classes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and enhance qualitative and quantitative manager research reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Leverage analytical platforms to monitor portfolio exposures, characteristics, and risks, including scenario and stress-test analysis\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Perform cross-asset portfolio analysis to assess performance, monitor risk, and identify optimization opportunities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain and enhance the investment manager database, ensuring data accuracy and seamless integration across systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve analytics workflows through automation and process enhancements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce formal research reports and quarterly manager updates\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Communicate investment insights clearly and effectively, both verbally and in writing, to investment committee\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of relevant investment research experience (e.g., endowment \u0026amp;amp; foundation, OCIO, RIA/Family Office or as a principal investor), with a focus on active manager due diligence\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245417\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:46,\u0026amp;quot;469777462\u0026amp;quot;:[852,853],\u0026amp;quot;469777927\u0026amp;quot;:[0,0],\u0026amp;quot;469777928\u0026amp;quot;:[1,1]}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Education/Training\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;B.S. Accounting, Economics, Engineering, Finance, or Math\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Interest in pursuing CFA Charter (or comparable certifying exam) preferred\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 3\u0026quot;\u0026gt;Knowledge, Skills, and Abilities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;335559737\u0026amp;quot;:-36}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency in Microsoft Office and financial databases (e.g., Bloomberg, Morningstar, Bipsync, FactSet)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coding or data analytics experience is a strong plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Solid understanding of qualitative and quantitative investment principles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong written and verbal communication skills, with the ability to translate complex ideas clearly\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an Exempt position. The annualized base pay range for this role is expected to be between $100,000 - $150,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null},{"id":4074693004,"name":"Deerfield, IL","location":"Deerfield, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6003087004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157818004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":6003087004,"updated_at":"2026-05-21T16:58:53-04:00","requisition_id":"754","title":"Retirement Solutions Specialist ","company_name":"Focus Financial Partners","first_published":"2026-05-21T16:58:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Solutions Specialist (RSS) is a highly capable, detail-oriented professional who plays a central role in the delivery and execution of Retirement Solutions operations. This position partners closely with the Retirement Operations Manager, Billing and Reporting Lead, Director, and broader team to ensure the efficient management of client service, system processes, and platform operations.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RSS serves as a key contributor to the successful onboarding, maintenance, and servicing of retirement plans and associated accounts. This individual ensures timely, accurate communication across internal and external stakeholders while proactively addressing advisor, client, and team needs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a key point of contact for operational and service-related inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate communication across advisors, clients, recordkeepers, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage team workflows, including shared inboxes and incoming requests, to meet service standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee onboarding, conversion, and maintenance of retirement plan accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate data across systems and ensure alignment between platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Produce and distribute reporting while supporting billing processes and data accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with internal teams and external vendors to resolve issues and improve service delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement process improvements, contributing to efficiency and scalability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or support projects, training efforts, and team initiatives while maintaining internal resources\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of professional administrative experience, financial services preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and Windows-based systems\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM platforms, preferably Salesforce\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $53,000-$57,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135627004,"name":"Retirement Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981738004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147021004,"location":{"name":"St. Louis, MO; New York, NY"},"metadata":null,"id":5981738004,"updated_at":"2026-05-27T14:35:19-04:00","requisition_id":"689","title":"Risk Specialist","company_name":"Focus Financial Partners","first_published":"2026-04-24T16:26:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p style=\u0026quot;margin-top: 1pt; margin-bottom: 3pt; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Focus Financial Partners is seeking\u0026amp;nbsp;a proactive and detail-oriented\u0026amp;nbsp;Senior\u0026amp;nbsp;Risk Operations\u0026amp;nbsp;Specialist\u0026amp;nbsp;to support and strengthen our organization’s\u0026amp;nbsp;Cybersecurity program. This role is responsible for\u0026amp;nbsp;supporting key risk pillars: Vulnerability Management and Risk Management. A successful candidate will have knowledge of one or more of these areas and be able to assist with writing policy and process, supporting\u0026amp;nbsp;deployment of technology and\u0026amp;nbsp;handling incident response in a variety of environments. The candidate\u0026amp;nbsp;will also manage and maintain cybersecurity dashboards to track key performance indicators (KPIs) across all partner firms.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This role can be based in New York, NY / St Louis. MO\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin-top: 1pt; margin-bottom: 3pt; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Primary\u0026amp;nbsp;Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide input\u0026amp;nbsp;into an evolving enterprise risk program, ensuring\u0026amp;nbsp;risks to data security are identified, quantified and documented.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain\u0026amp;nbsp;information feeds for new and evolving vulnerabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate\u0026amp;nbsp;with other technical teams to assess vulnerability criticality\u0026amp;nbsp;and coordinate patch deployment.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Participate in audits and assessments to demonstrate compliance and remediate findings.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Execute cybersecurity training and awareness programs across partner firms.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain real-time dashboards and reports to measure cybersecurity program effectiveness.\u0026amp;nbsp;Work across other cybersecurity functions\u0026amp;nbsp;to\u0026amp;nbsp;incorporate KPI\u0026amp;nbsp;data.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work with\u0026amp;nbsp;the Head of Cybersecurity Risk\u0026amp;nbsp;to establish and track KPIs such as incident response times, policy compliance rates, and training completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide regular reports to leadership and stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Act as a liaison between IT, compliance, and external partners to ensure cohesive security practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; margin-left: .375in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin-top: 1pt; margin-bottom: 3pt; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-weight: bold; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul style=\u0026quot;margin-top: 0in; margin-bottom: 0in;\u0026quot; type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience).\u0026amp;nbsp;Master’s\u0026amp;nbsp;preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;3-5\u0026amp;nbsp;years of experience in cybersecurity, policy development, or GRC (governance, risk, and compliance).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with\u0026amp;nbsp;cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory environments in financial services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Industry certifications such as CISSP, CISM, or GIAC (GSEC, GCCC) are preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Prior experience in a multi-partner or financial services\u0026amp;nbsp;environment is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Familiarity with privacy regulations such as GDPR or CCPA\u0026amp;nbsp;is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;margin-top: 0px; margin-bottom: 0px; vertical-align: middle; color: black; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to manage multiple projects and stakeholders simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin-top: 1pt; margin-bottom: 3pt; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;About Focus Financial Partners\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit \u0026lt;a href=\u0026quot;http://www.focusfinancialpartners.com/\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-family: Aptos; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p style=\u0026quot;margin: 0in; font-size: 12.0pt; color: black;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be between\u0026amp;nbsp;$110,000-$130,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.  The base pay is just one component of the total compensation package for employees. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: Aptos;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt; Other rewards\u0026amp;nbsp;may include an annual cash bonus and a comprehensive benefits package\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5985102004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_optional","internal_job_id":5148815004,"location":{"name":"New York, NY; White Plains, NY; Nashville, TN"},"metadata":null,"id":5985102004,"updated_at":"2026-05-27T14:49:48-04:00","requisition_id":"702","title":"Royalty Analyst, Merchandise Licensing ","company_name":"Focus Financial Partners","first_published":"2026-04-30T12:38:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman (\u0026quot;GRF\u0026quot;) is seeking a Royalty Analyst, Merchandise Licensing ideally with experience handling complex royalty and/or merch licensing accounting. This position can be based out of Manhattan or White Plains, NY or Nashville, TN\u0026amp;nbsp;on a \u0026lt;strong\u0026gt;remote \u0026lt;/strong\u0026gt;basis. The Royalty Analyst role assists the department in conducting compliance examinations on behalf of entertainment clients and other rights holders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assist managers with merchandise licensing audits on behalf of Consumer Products Companies, Fortune 500 Companies, and other intellectual property rights holders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with planning audit steps and budgeting for anticipated audit engagements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaise with representatives regarding document requests and review\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare written report of findings including calculations claims and narrative describing procedures performed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay abreast of topics impacting participations, such as new exploitation platforms, international distribution, or new guild agreements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organize and manipulate large electronic datasets\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain organization of files\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Draft summarizations of contracts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Accumulate and summarize data from clients and auditees\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct analysis to create claim schedules\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct fieldwork at auditee offices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct internet research\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree is required. Degrees in Accounting, Finance, Business, Economics or Mathematics is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;0-2 years of experience in a similar role, or new grads with internships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in Excel, including Pivot Tables and formulas (such as VLOOKUP and SUMIF) – bonus points for experience with Power Pivot and Power Query\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;A genuine interest in the merchandise licensing business and merchandise royalties\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently and in a team environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong time management skills to prioritize tasks to meet strict deadlines\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;While not required, experience or education in the merchandise licensing business, particularly merchandise licensing royalties and royalty audits are beneficial\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$60,000 - $65,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093874004,"name":"Royalty Services","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066856004,"name":"White Plains, NY","location":"White Plains, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5991101004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152015004,"location":{"name":"Brisbane, Queensland, Australia; Sydney, New South Wales, Australia; Melbourne, Victoria, Australia"},"metadata":null,"id":5991101004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"726","title":"Senior Accountant (15-Month Contract)","company_name":"Focus Financial Partners","first_published":"2026-05-07T18:29:13-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Financial Accountant is an internal accounting role responsible for delivering accurate and timely financial reporting, maintaining balance sheet integrity, and supporting month‑end processes across Focus Partners Australia and related entities.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The role supports the broader Focus network by providing reliable financial information, strong collaboration across teams, and a responsive internal service mindset. While the role does not involve direct external client engagement, all team members across the Focus network are considered key internal stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be located in Brisbane, Queensland, Australia; Sydney, New South Wales, Australia; Melbourne, Victoria, Australia.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Financial \u0026amp;amp; Management Accounting\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and manage month-end close processes, ensuring accuracy, completeness, and adherence to reporting deadlines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare journals, accruals, prepayments, and other month-end adjustments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Perform balance sheet reconciliations and investigate and resolve discrepancies in a timely manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support management and statutory reporting through accurate data preparation, analysis, and commentary as required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare consolidated financial reports.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Perform and review bank reconciliations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare and lodge BAS, IAS, and FBT returns, and liaise with external tax advisers as required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Oversee and support external audit processes, ensuring all audit requirements are met within agreed timeframes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;FP\u0026amp;amp;A, Budgeting \u0026amp;amp; Performance\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead inputs into the annual budgeting process and rolling forecasts, partnering with business units and Focus Corporate to support robust financial planning.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain driver-based models, including scenario and sensitivity analysis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor financial performance against budget and forecast, providing clear variance analysis and insights to leadership and the Group Head of Finance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Deliver monthly performance cadence, including consolidated management packs, KPIs, analysis, and actionable recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Accounts \u0026amp;amp; Debtors Management\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Oversee and manage debtor balances, including proactive follow-up and resolution of outstanding items.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support effective cashflow management through accurate reporting and reconciliation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure compliance with RG 166 requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Systems \u0026amp;amp; Entity Accounting\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support, maintain, and improve accounting systems and processes, including Xero.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Take end-to-end accounting responsibility for assigned entities within the group.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Quality, Controls \u0026amp;amp; Documentation\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain clear, organised, and audit-ready working papers that appropriately support balances and transactions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure accounting records are accurate, complete, and compliant with internal controls and standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactively identify errors, inefficiencies, or risks, escalating issues early with practical recommendations for resolution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Team Contribution \u0026amp;amp; Internal Stakeholder Support\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work collaboratively with finance team members and stakeholders across the Focus network.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide timely, practical, and solution-focused support to internal stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Contribute positively to team culture through clear communication, adaptability, and shared accountability.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support onboarding of new team members and entity transitions to ensure continuity and smooth handovers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Accounting or related discipline.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3+ years relevant experience in financial accounting, internal accounting or group accounting environments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience using Xero (highly desirable).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CPA or CA qualification (or working towards)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intermediate to Advanced Excel skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience using Fathom and Great Plains (preferred but not essential).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Skills and Attributes\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong organisation and time management skills, with the ability to manage competing deadlines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and commitment to accuracy and quality.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Adaptable and resilient, with the ability to manage increased workloads and changing priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong communication skills and a collaborative working style.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Positive attitude with a focus on team goals and continuous improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong internal service mindset, recognising colleagues across the Focus network as key stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About\u0026amp;nbsp;Focus Partners Australia\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in\u0026amp;nbsp;investment and portfolio management,\u0026amp;nbsp;accounting, lending,\u0026amp;nbsp;insurance\u0026amp;nbsp;and related services from its offices in Sydney, Melbourne,\u0026amp;nbsp;Brisbane\u0026amp;nbsp;and the Gold Coast. Guided by a client-first ethos, we\u0026amp;nbsp;leverage\u0026amp;nbsp;the global\u0026amp;nbsp;expertise,\u0026amp;nbsp;platforms\u0026amp;nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,\u0026amp;nbsp;credit\u0026amp;nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,\u0026amp;nbsp;and transition their wealth at every life stage.\u0026amp;nbsp;Discover more about Focus\u0026amp;nbsp;Partners Australia at \u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG\u0026quot;\u0026gt;focuspa.com.au/\u0026lt;/a\u0026gt;\u0026amp;nbsp;or\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4077514004,"name":"Brisbane, Queensland, Australia","location":"Brisbane, Queensland, Australia","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5990193004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_optional","internal_job_id":5151381004,"location":{"name":"Century City, CA"},"metadata":null,"id":5990193004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"720","title":"Senior Administrative Assistant","company_name":"Focus Financial Partners","first_published":"2026-05-06T21:35:16-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Senior Administrative Assistant ideally with financial services exposure to join our team of dedicated professionals. This position is based in-office out of Century City, CA on a full-time basis. The Senior Administrative Assistant is responsible for a variety of administrative tasks to support the operations of their office and assigned Managing Directors.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Screen calls; establish oneself as a trusted point of contact with employees and business network\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage day to day schedule and commitments of remote and/or in-office Executive(s)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Receive incoming mail, packages, and checks, and process accordingly to the service plan for each client\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Respond to requests to prepare outgoing mail and packages (FedEx, certified mail, messengers, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Process and mail checks\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with client billing\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Make e-deposits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain electronic and hard copy filing system and other general office duties\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform coverage of reception desk, as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Light bookkeeping duties utilizing AgilLink\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of administrative assistance experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High School Diploma or GED equivalent is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Associate\u0026#39;s Degree preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with billable timekeeping is highly preferred\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notary Public is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with DocuSign\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Workday is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with AgilLink is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent verbal and written communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong computer skills and proficiency in Microsoft Office, especially Excel, Word and Outlook\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;The ability to work independently while being a team player\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail, organizational and time management skills to ensure the ability to multitask\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills to create and maintain a trusting relationship with staff and clients\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$57,000 - $65,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026amp;nbsp;Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click \u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; data-cke-saved-href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4114198004,"name":"Administration","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6004755004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158205004,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":6004755004,"updated_at":"2026-05-22T16:02:59-04:00","requisition_id":"757","title":"Senior Associate, Client Advisor","company_name":"Focus Financial Partners","first_published":"2026-05-22T16:02:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS Financial is\u0026amp;nbsp;seeking\u0026amp;nbsp;a highly motivated and detail-oriented Senior\u0026amp;nbsp;Associate,\u0026amp;nbsp;Client Advisor to join our growing team. This is a unique opportunity to work closely with a team of senior wealth management professionals in delivering comprehensive financial guidance to ultra-high-net-worth individuals and families. The Senior Associate plays a critical role in supporting client relationship\u0026amp;nbsp;management,\u0026amp;nbsp;investment implementation, and holistic wealth management efforts across multiple areas of client wealth such as estate, tax, cash flow,\u0026amp;nbsp;philanthropy\u0026amp;nbsp;and investments. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This individual will be actively involved in client servicing, financial analysis, presentation development, and coordination of complex investment and estate planning strategies. The ideal candidate is intellectually curious, analytically strong, and capable of managing multiple priorities in a fast-paced, collaborative environment. The role provides meaningful exposure to investment advisory, estate and tax planning, philanthropic advisory, insurance\u0026amp;nbsp;analysis\u0026amp;nbsp;and family office services, with a long-term pathway to becoming a lead advisor. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Los Angeles, CA.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct financial analyses and prepare customized reporting packages,\u0026amp;nbsp;including  cash\u0026amp;nbsp;flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews nd tax analysis.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist\u0026amp;nbsp;with the development of client presentation materials and\u0026amp;nbsp;participate\u0026amp;nbsp;in client meetings when\u0026amp;nbsp;appropriate.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain\u0026amp;nbsp;accurate\u0026amp;nbsp;and up-to-date client records, documentation, and reporting within CRM and portfolio systems.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the preparation of proposals and investment materials for prospects and existing clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify\u0026amp;nbsp;process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree\u0026amp;nbsp;required; concentration in Finance, Accounting, Economics, or a related field strongly preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or\u0026amp;nbsp;Masters in Financial Planning\u0026amp;nbsp;strongly preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4–6+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prior experience working with custodians such as Fidelity, Schwab, or Pershing.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling).\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational and communication skills; ability to present complex information clearly and professionally.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Detail-oriented and solutions-driven, with a high standard of client service and discretion.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000–$130,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5982776004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147510004,"location":{"name":"Boston, MA"},"metadata":null,"id":5982776004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"693","title":"Senior Associate, Finance (Billing Specialist)","company_name":"Focus Financial Partners","first_published":"2026-04-27T14:11:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking a Senior Associate to oversee end‑to‑end billing operations and the collection process. This individual will work closely with the Controller, as well as Client Service and Operations teams, to ensure accurate and timely billing while supporting strong revenue controls. The right candidate brings a strong work ethic, excellent attention to detail, and a process‑improvement mindset, with responsibilities that include maintenance of the billing system, internal controls testing, and ongoing efforts to enhance efficiency and accuracy across the function.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role is located in Boston, MA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain billing system configuration for all advisory clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Execute quarterly fee collection process\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare monthly and quarterly financial reporting support for internal stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage accounts receivable activities to resolution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Process any billing adjustments in accordance with firm policies and procedures\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support SOX/internal revenue control testing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate with internal and external auditors by gathering requested schedules, support, and explanations for billing and revenue activity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Respond to ad-hoc inquiries from client advisors and other internal partners\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify and drive process improvements and automation; serving as a subject matter expert for the billing function.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with Technology, Operations, Trading, and Compliance to support system enhancements, data quality initiatives, and control improvements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Accounting, Finance, or a related field (or equivalent experience).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3–5+ years of experience in billing, financial operations, corporate accounting, or a related finance function.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong Excel skills (e.g., pivot tables, lookups, large dataset manipulation) and high attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to analyze data, reconcile results, and communicate findings to finance and non-finance partners.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working cross-functionally, managing deadlines in a cyclical/period-close environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with systems such as Addepar, Workday Financials, or billing and ERP systems (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Working knowledge of custodians, money movement, and/or wealth management operations (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prior involvement with SOX controls and/or audit support (preferred).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with automation and reporting tools (e.g., Power Query/Power Pivot, Power BI, Alteryx, or similar).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfort partnering with Technology teams on system enhancements, data quality controls, and process improvements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$100,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5824401004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5062055004,"location":{"name":"Boston, MA"},"metadata":null,"id":5824401004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"591","title":"Senior Associate, FP\u0026A","company_name":"Focus Financial Partners","first_published":"2026-03-11T10:51:08-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role will be an integral contributor to the SCS FP\u0026amp;amp;A function, with a strong emphasis on data analytics, financial systems, automation, and scalable reporting. The ideal candidate brings a technical and analytical skill set — with experience in data analytics, data engineering, business intelligence, or financial systems — and can translate complex data into clear financial insights, executive-ready reporting, and actionable business recommendations.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Associate will partner closely with the Head of FP\u0026amp;amp;A, CFO, and cross-functional stakeholders to improve financial reporting infrastructure, enhance forecasting and planning processes, support technology implementations, and deliver high-quality analysis for strategic initiatives. This role is well suited for someone who enjoys solving ambiguous business problems, working with large and complex datasets, building repeatable analytical processes, and communicating insights to senior leaders.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid role based in Boston, MA.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Partner with the Head of FP\u0026amp;amp;A and CFO on critical finance, data, and technology initiatives, including financial systems implementations, reporting automation, and planning process improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build, maintain, and enhance scalable financial reporting and analytical tools using Excel, Power BI, SQL, planning systems, or other data visualization / business intelligence platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support the annual budgeting and rolling forecasting processes by improving data workflows, coordinating stakeholder inputs, managing timelines, and ensuring accuracy across financial models and reporting outputs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with finance, accounting, operations, and technology teams to improve data quality, streamline reporting processes, and automate recurring analyses where possible\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Translate business questions into structured analyses, dashboards, models, and reporting outputs that support decision-making across the organization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage multiple concurrent projects, ensuring priorities, milestones, deliverables, and stakeholder expectations are met in a dynamic environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in finance, economics, data analytics, engineering, information systems, computer science, mathematics, or a related analytical field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in IT development, data analytics, data engineering, business intelligence, consulting, or a similarly analytical / technical environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical and problem-solving skills, with the ability to work with complex datasets and translate findings into clear business narratives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel and SQL skills required; experience with Power BI, Python, Power Query, or similar data analytics / automation tools strongly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building dashboards, automated reporting processes, financial models, or analytical tools that improve decision-making and reduce manual effort\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong understanding of financial statements, budgeting, forecasting, variance analysis, and key business performance drivers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with Workday Adaptive Planning, Snowflake, data warehouses, or similar financial planning / data platforms is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to structure ambiguous problems, manage analytical workstreams, and partner effectively with finance, technology, and senior business stakeholders\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and verbal communication skills, with the ability to present technical or analytical concepts clearly to non-technical audiences\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented, intellectually curious, and comfortable balancing hands-on data work with executive-level communication and project management\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5812769004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5056473004,"location":{"name":"Boston, MA"},"metadata":null,"id":5812769004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"559","title":"Senior Associate Wealth Advisor","company_name":"Focus Financial Partners","first_published":"2026-02-25T11:14:24-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Create, edit, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to model and resolve complex financial questions and client situations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Serve as primary advisor for a select number of clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Manage individual and team prospect pipeline, including the onboarding of new clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to business develop independently and, in a team environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to independently lead daily client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Diligent recording of client communication and information within client relationship platform\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;5+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;CFP or equivalent (ChFC or CPA + PFS) required\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong interpersonal skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience in managing prospect pipelines and onboarding new clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Business development skillset\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $140,000/year. 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.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5972787004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5143684004,"location":{"name":"St. Louis, MO; Boston, MA; New York, NY"},"metadata":null,"id":5972787004,"updated_at":"2026-05-21T16:03:52-04:00","requisition_id":"647","title":"Senior Cybersecurity Engineer","company_name":"Focus Financial Partners","first_published":"2026-04-16T14:15:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Overview\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Senior Cybersecurity Engineer is responsible for protecting Focus’ computer systems, networks, and data from cyber threats. This role involves developing and implementing security measures, monitoring systems, and responding to security incidents. The ideal candidate should have a strong technical background, excellent problem-solving skills, and a thorough understanding of cybersecurity best practices.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;This is a hybrid role in either St. Louis, MO, New York (Manhattan), NY or Boston, MA. Ideally, this will require 3 days per week onsite. For the right person, this role has the potential to be Remote with travel.\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;The Senior Security Engineer is principally responsible for deploying and managing information security solutions and controls across the enterprise in a way that is transparent to end users, supports executive strategies, and fundamentally ensures the security of the information Focus is entrusted to protect.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partners with MSSP and Incident Response teams to address security incidents and potential threats.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitors logs, alerts, and reports to detect and mitigate potential security breaches.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with IT infrastructure team when needed to provided enterprise-wide tier III troubleshooting of network, desktop, server (hardware \u0026amp;amp; software) and application performance \u0026amp;amp; connectivity as it relates to Information Security.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Creates and maintains security standards, operational runbooks and processes.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Drive and implement key security strategies within the Focus Financial Partners firms designed to protect disparate environments world-wide from threats.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with and provide information security expertise to the Focus Financial Partners firms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work closely with other IT departments to ensure security policies are integrated into all aspects of technology development and deployment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Keep abreast of the latest cybersecurity trends, threats, and technologies to continuously improve the organization\u0026#39;s security posture.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Computer Science, Cybersecurity, or a related field or equivalent experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;At least 5-7 years of experience in cybersecurity roles, with a proven track record of managing solutions and responding to security incidents.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have extensive experience in deploying, securing, and managing environments, specifically with solutions related to Secure Access Service Edge (SASE), identity management, firewalls, intrusion detection/prevention systems (IDS/IPS), email protection, Endpoint Detection and Response (EDR), and leveraging Managed Security Service Providers (MSSP). This includes a deep understanding of the intricacies involved in setting up and maintaining these solutions, ensuring robust security measures are in place, and effectively managing identities across various platforms.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must have experience securing cloud environments such as AWS and Azure\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with API Gateways and other common web application technologies is preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Experience with assessment, development, implementation, integration, optimization, and documentation of a comprehensive and broad set of security technologies and processes\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Strong knowledge of enterprise security concepts/frameworks and products, secure design principles and best practices\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with top security frameworks such as NIST CSF, CIS Benchmarks, ISO 27000 series, COBIT, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Professional certifications such as CISSP, CISM, or CEH are highly desirable.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical, problem-solving, and communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work collaboratively in a team environment and manage multiple projects simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;#LI-KJ2\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is an \u0026lt;strong\u0026gt;exempt\u0026lt;/strong\u0026gt; position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$140,000–$160,000\u0026lt;/strong\u0026gt; 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6009202004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5160213004,"location":{"name":"White Plains, NY"},"metadata":null,"id":6009202004,"updated_at":"2026-05-29T12:53:05-04:00","requisition_id":"773","title":"Senior Financial Planner","company_name":"Focus Financial Partners","first_published":"2026-05-29T12:53:05-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking an experienced\u0026amp;nbsp;\u0026lt;strong\u0026gt;Senior Financial Planner\u0026lt;/strong\u0026gt; to join our growing team in White Plains. This role is ideal for a technically strong planner with deep eMoney expertise, sound judgment, and the ability to contribute meaningfully within client relationships while supporting senior advisors and partners.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Job Responsibilities:\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with senior advisors and firm leadership to support ongoing client relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and contribute to planning discussions and strategic recommendations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop customized planning strategies tailored to clients’ long-term goals and objectives\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in identifying planning opportunities and delivering proactive client advice\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with internal teams and external professionals to support integrated client solutions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help ensure a high-touch, detail-oriented client experience\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;CFP® certification required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of experience in financial planning, wealth management, or a related advisory role\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency with eMoney and financial planning software\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technical knowledge across retirement, tax, estate, and wealth transfer planning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with high-net-worth and ultra-high-net-worth clients preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent analytical, organizational, and problem-solving skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High attention to detail, professionalism, and intellectual curiosity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work collaboratively within a team-oriented environment\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $130,000-$160,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Portfolio Strategy Group (PSG) is part of the Focus Financial Partners’ network firm community. As part of the partnership, PSG remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4066856004,"name":"White Plains, NY","location":"White Plains, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5991696004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152189004,"location":{"name":"Boston, MA,"},"metadata":null,"id":5991696004,"updated_at":"2026-06-01T13:02:57-04:00","requisition_id":"727","title":"Senior Investment Strategist","company_name":"Focus Financial Partners","first_published":"2026-05-08T11:03:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear, compelling collateral that articulates the value of Focus’s investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as deeper educational resource expert in multiple investment strategy areas\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Present Investment Strategy related topics at firm and industry events\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Execute on special projects as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;7+ years of work experience in an investment-related, communications, or technical positions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively as a team player and collaboratively across disciplines\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Skilled at building trust and respect of colleagues and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to effectively interface with advisors, clients and prospects in group and one-on-one settings\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions with sometimes incomplete information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to take initiative and work independently\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of global investment market conditions and trends\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to speak to groups, in public or via electronic media\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an Exempt position. The annualized base pay range for this role is expected to be $140,000 - $160,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094005004,"name":"Investment Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981830004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147052004,"location":{"name":"St. Louis, MO; Boston, MA"},"metadata":null,"id":5981830004,"updated_at":"2026-05-27T14:37:33-04:00","requisition_id":"691","title":"Senior IT Project Manager","company_name":"Focus Financial Partners","first_published":"2026-04-24T17:24:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;section class=\u0026quot;text-token-text-primary w-full focus:outline-none [--shadow-height:45px] has-data-writing-block:pointer-events-none has-data-writing-block:-mt-(--shadow-height) has-data-writing-block:pt-(--shadow-height) [\u0026amp;amp;:has([data-writing-block])\u0026gt;*]:pointer-events-auto [content-visibility:auto] supports-[content-visibility:auto]:[contain-intrinsic-size:auto_100lvh] R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\u0026quot; data-turn-id=\u0026quot;request-WEB:94294cb0-56ce-42aa-b379-9d8e3c4af444-2\u0026quot; data-testid=\u0026quot;conversation-turn-6\u0026quot; data-scroll-anchor=\u0026quot;false\u0026quot; data-turn=\u0026quot;assistant\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;text-base my-auto mx-auto pb-10 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;[--thread-content-max-width:40rem] @w-lg/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;flex max-w-full flex-col gap-4 grow\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+\u0026amp;amp;]:mt-1\u0026quot; data-message-author-role=\u0026quot;assistant\u0026quot; data-message-id=\u0026quot;ae51f1c8-d820-45f2-bc36-135a300b2768\u0026quot; data-message-model-slug=\u0026quot;gpt-5-3\u0026quot; data-turn-start-message=\u0026quot;true\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;flex w-full flex-col gap-1 empty:hidden\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;markdown prose dark:prose-invert w-full wrap-break-word light markdown-new-styling\u0026quot;\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;115i9ww\u0026quot; data-start=\u0026quot;0\u0026quot; data-end=\u0026quot;19\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p data-start=\u0026quot;21\u0026quot; data-end=\u0026quot;662\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The Senior IT Project Manager within the Focus IT organization is responsible for leading the planning, execution, governance, and successful delivery of complex, enterprise-wide technology programs and strategic initiatives. This role oversees projects from initiation through completion, ensuring delivery within strict deadlines, approved budgets, and defined quality standards. The Senior IT Project Manager partners closely with executive leadership, internal stakeholders, third-party vendors, and cross-functional teams to drive successful project outcomes while proactively managing risks, dependencies, and stakeholder expectations.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;664\u0026quot; data-end=\u0026quot;1292\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;This individual plays a critical leadership role within the IT Program Management Office (PMO), ensuring alignment between technology programs and organizational business objectives. The Senior IT Project Manager is responsible for establishing governance frameworks, standardizing delivery practices, driving continuous improvement through retrospectives, and providing executive-level visibility into program performance. This role may directly manage and mentor a team of project managers, business analysts, and data analysts while fostering accountability, collaboration, and operational excellence across the organization.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1294\u0026quot; data-end=\u0026quot;1506\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;The Senior IT Project Manager will be instrumental in supporting enterprise transformation initiatives, optimizing resource allocation, and ensuring consistent, high-quality delivery across the project portfolio.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p data-start=\u0026quot;1508\u0026quot; data-end=\u0026quot;1564\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;This role can be located in St. Louis, MO or Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2 data-section-id=\u0026quot;1japb0j\u0026quot; data-start=\u0026quot;1571\u0026quot; data-end=\u0026quot;1598\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1600\u0026quot; data-end=\u0026quot;3980\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;714jo4\u0026quot; data-start=\u0026quot;1600\u0026quot; data-end=\u0026quot;1807\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Lead complex, high-visibility projects and enterprise programs within the IT Program Management Office (PMO) portfolio, ensuring adherence to governance frameworks, delivery standards, and best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1x5aroa\u0026quot; data-start=\u0026quot;1808\u0026quot; data-end=\u0026quot;1948\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Define project scope, strategic objectives, success criteria, and deliverables aligned with business priorities and organizational goals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;20rb1i\u0026quot; data-start=\u0026quot;1949\u0026quot; data-end=\u0026quot;2101\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Develop and oversee detailed project plans, integrated schedules, budgets, and resource allocation strategies across multiple concurrent initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;bnl1vo\u0026quot; data-start=\u0026quot;2102\u0026quot; data-end=\u0026quot;2260\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Coordinate internal teams, executive stakeholders, third-party vendors, and external partners to ensure seamless project execution and delivery excellence\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1guhbsp\u0026quot; data-start=\u0026quot;2261\u0026quot; data-end=\u0026quot;2400\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Identify, assess, and proactively manage project risks, issues, dependencies, and change controls throughout the full project lifecycle\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;10hw0ry\u0026quot; data-start=\u0026quot;2401\u0026quot; data-end=\u0026quot;2571\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Monitor project health, milestones, financial performance, and delivery status while providing regular executive-level reporting to senior leadership and stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1q4hyab\u0026quot; data-start=\u0026quot;2572\u0026quot; data-end=\u0026quot;2721\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Lead, mentor, and develop project managers, business analysts, and project teams to ensure accountability, strong execution, and high performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;17yacqf\u0026quot; data-start=\u0026quot;2722\u0026quot; data-end=\u0026quot;2872\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Ensure quality assurance standards, governance requirements, and delivery best practices are consistently applied across all projects and programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;t7t9pr\u0026quot; data-start=\u0026quot;2873\u0026quot; data-end=\u0026quot;3025\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Conduct project reviews, lessons learned sessions, and post-implementation retrospectives to drive continuous improvement and operational efficiency\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;gjhson\u0026quot; data-start=\u0026quot;3026\u0026quot; data-end=\u0026quot;3189\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Manage strategic relationships with internal business leaders, clients, vendors, and all relevant stakeholders to ensure alignment and stakeholder satisfaction\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;kd4kls\u0026quot; data-start=\u0026quot;3190\u0026quot; data-end=\u0026quot;3360\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Facilitate executive steering committees, project governance meetings, and cross-functional working sessions to support decision-making and remove delivery roadblocks\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;ptny7t\u0026quot; data-start=\u0026quot;3361\u0026quot; data-end=\u0026quot;3534\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Drive execution across complex, cross-functional IT initiatives including ERP implementations, cloud migrations, system integrations, and digital transformation programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;gwv6vn\u0026quot; data-start=\u0026quot;3535\u0026quot; data-end=\u0026quot;3684\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Partner with business and technology leadership to define enterprise program roadmaps, prioritization strategies, and long-term resource planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;j76xkr\u0026quot; data-start=\u0026quot;3685\u0026quot; data-end=\u0026quot;3831\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Implement and maintain portfolio-level dashboards, KPIs, reporting frameworks, and PMO transparency tools to support executive decision-making\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1eyk2eb\u0026quot; data-start=\u0026quot;3832\u0026quot; data-end=\u0026quot;3980\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Build and lead high-performing teams while fostering a culture of accountability, collaboration, continuous improvement, and delivery excellence\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul data-start=\u0026quot;1600\u0026quot; data-end=\u0026quot;3980\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;ib8gqo\u0026quot; data-start=\u0026quot;4006\u0026quot; data-end=\u0026quot;4132\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Bachelor’s degree in Business, Management, Information Technology, or a related field required (Master’s degree preferred)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1xfesau\u0026quot; data-start=\u0026quot;4133\u0026quot; data-end=\u0026quot;4294\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;10+ years of progressive project management experience, including leadership of large-scale, enterprise-wide technology programs within a complex organization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;ze1t95\u0026quot; data-start=\u0026quot;4295\u0026quot; data-end=\u0026quot;4417\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proven success managing multiple high-priority initiatives simultaneously in a fast-paced, deadline-driven environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1fum93s\u0026quot; data-start=\u0026quot;4418\u0026quot; data-end=\u0026quot;4563\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong experience within IT Program Management Office (PMO) environments, including governance, portfolio management, and executive reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;6ifvub\u0026quot; data-start=\u0026quot;4564\u0026quot; data-end=\u0026quot;4697\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Demonstrated leadership experience managing and mentoring project managers, business analysts, and cross-functional project teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;s0gwdl\u0026quot; data-start=\u0026quot;4698\u0026quot; data-end=\u0026quot;4813\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Exceptional organizational, strategic thinking, and problem-solving capabilities with strong executive presence\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;4xotvs\u0026quot; data-start=\u0026quot;4814\u0026quot; data-end=\u0026quot;4948\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Excellent verbal and written communication skills with the ability to influence stakeholders across all levels of the organization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1wzxqte\u0026quot; data-start=\u0026quot;4949\u0026quot; data-end=\u0026quot;5004\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proficiency with Asana as a project management tool\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;12pcawp\u0026quot; data-start=\u0026quot;5005\u0026quot; data-end=\u0026quot;5101\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience with Power BI for executive reporting, dashboard creation, and data visualization\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;c82z76\u0026quot; data-start=\u0026quot;5102\u0026quot; data-end=\u0026quot;5220\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong understanding of budgeting, forecasting, resource planning, and financial oversight within project delivery\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;2am63s\u0026quot; data-start=\u0026quot;5221\u0026quot; data-end=\u0026quot;5327\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Project management certifications such as PMP, Agile, PRINCE2, Scrum, or equivalent strongly preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;1oaoyr6\u0026quot; data-start=\u0026quot;5328\u0026quot; data-end=\u0026quot;5508\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience leading large-scale enterprise technology initiatives such as ERP implementations, cloud migrations, infrastructure modernization, or digital transformation programs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;fr9erj\u0026quot; data-start=\u0026quot;5509\u0026quot; data-end=\u0026quot;5579\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Experience managing remote, hybrid, or distributed teams preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;w5v971\u0026quot; data-start=\u0026quot;5580\u0026quot; data-end=\u0026quot;5704\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Proven ability to navigate complex stakeholder environments and drive alignment across business and technology functions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot; data-section-id=\u0026quot;49k02a\u0026quot; data-start=\u0026quot;5705\u0026quot; data-end=\u0026quot;5811\u0026quot; data-is-last-node=\u0026quot;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;Strong analytical mindset, adaptability, and ability to lead through ambiguity and organizational change\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;div class=\u0026quot;border-token-border-default mt-2 border-t py-4 text-sm\u0026quot;\u0026gt;\n\u0026lt;div class=\u0026quot;flex flex-col justify-between gap-3 mt-3\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/div\u0026gt;\n\u0026lt;/section\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $135,000-$165,0000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees. \u0026amp;nbsp;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif; color: rgb(0, 0, 0);\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5988508004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150427004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5988508004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"711","title":"Senior Manager, Collaboration (Microsoft 365)","company_name":"Focus Financial Partners","first_published":"2026-05-05T10:33:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Senior Manager, Collaboration is accountable for the strategic leadership, governance, and operational oversight of the enterprise Microsoft 365 (M365) collaboration ecosystem within a highly regulated financial‑services environment. This role ensures collaboration and productivity services—including Microsoft Teams, SharePoint, OneDrive, Teams Voice, and Microsoft 365 Copilot—are secure, resilient, compliant, and aligned with regulatory, risk, and information‑security requirements, while enabling a modern and effective digital workplace.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;As a senior leader within the End User Platform (EUP) organization, this position partners closely with Global Information Security, Enterprise Architecture, Risk, Compliance, and Business IT leaders to deliver scalable, well‑governed collaboration services that support business growth, operational resilience, and responsible AI adoption.\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This role will be hybrid with 3 days per week onsite in St. Louis, MO\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Define, execute, and govern the enterprise Microsoft 365 strategy, including Microsoft Teams, SharePoint, OneDrive, Teams Voice, and Microsoft 365 Copilot, in alignment with financial‑services security, risk, and compliance standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Own the end‑to‑end M365 collaboration and productivity service portfolio, ensuring services meet enterprise availability, data protection, regulatory, and audit requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Provide technical leadership and governance across:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Microsoft Teams (chat, meetings, collaboration, policy enforcement, lifecycle management)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Teams Voice / Enterprise Telephony (calling, conferencing, PSTN integration, resiliency, and vendor management)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;SharePoint Online (information architecture, content governance, records management)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;OneDrive for Business (secure file sharing, retention, DLP, and user enablement)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Microsoft 365 Copilot (enablement strategy, security controls, data readiness, and responsible use)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Global Information Security to ensure Copilot and collaboration services align with data loss prevention, identity and access management, eDiscovery, retention, privacy, and regulatory control frameworks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Establish governance and guardrails for Copilot adoption, including data readiness, access controls, prompt usage standards, and alignment with enterprise AI and risk policies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead Managed Service Provider (MSP) strategy and oversight for collaboration, voice, and productivity services, including performance management, risk controls, and continuous improvement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Oversee response to major operational incidents and escalations, ensuring timely resolution, root‑cause analysis, and remediation aligned to operational resilience standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with Business IT stakeholders (DSTs) to ensure the M365 and Copilot roadmap anticipates business and regulatory needs, while supporting long‑term digital workplace objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure disciplined operating model hand‑offs between architecture, engineering, and operational support teams to maintain service reliability and audit readiness.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate with the End User Experience \u0026amp;amp; Operational Excellence Manager to deliver a consistent, measurable user experience, leveraging UXI and adoption metrics (including Copilot value realization).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as a senior member of the EUP leadership team, contributing to financial planning, technology road‑mapping, workforce strategy, portfolio prioritization, and risk governance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Information Systems, Computer Science, or a related technical discipline\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;em\u0026gt;(Relevant military experience may be considered in lieu of formal education)\u0026lt;/em\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;7+ years supporting large‑scale, global Infrastructure \u0026amp;amp; Operations environments, preferably within financial services or similarly regulated industries\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years leading enterprise collaboration and productivity platforms, including:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Microsoft Teams, SharePoint Online, and OneDrive for Business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Teams Voice / enterprise telephony services\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Secure deployment, lifecycle management, and operational support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience enabling and governing Microsoft 365 Copilot or AI‑assisted productivity tools within enterprise security, compliance, and risk frameworks\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;3+ years of people leadership experience, including talent development, performance management, and capacity planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Must be legally authorized to work in the United States without current or future sponsorship\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Microsoft 365 / Copilot / Teams certifications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience supporting responsible AI adoption in regulated environments (financial services, legal, or other compliance‑driven industries)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong vendor and MSP governance experience, including control oversight and risk mitigation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated ability to balance user experience, security, compliance, and operational resilience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Executive‑level communication skills with experience engaging senior technology, business, risk, and compliance leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KJ2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$135,000- $175,000 base salary\u0026lt;/strong\u0026gt; compensation range.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6007539004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159311004,"location":{"name":"St. Louis, MO "},"metadata":null,"id":6007539004,"updated_at":"2026-05-27T15:20:51-04:00","requisition_id":"762","title":"Senior Manager, Infrastructure Protection Operations ","company_name":"Focus Financial Partners","first_published":"2026-05-27T15:20:51-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking an experienced \u0026lt;strong\u0026gt;Senior Manager of Infrastructure Protection Operations\u0026lt;/strong\u0026gt; to strengthen the security and resilience of our enterprise infrastructure. Reporting to the Vice President of Network \u0026amp;amp; Infrastructure Protection Operations, this leadership role is responsible for managing the IPO team and ensuring the successful delivery of all services in the Infrastructure Protection \u0026amp;amp; Operations charter. The Manager of IPO focuses on operational oversight of security controls (vulnerability management, endpoint security, network security operations, compliance, etc.), driving service delivery, and collaborating with technology teams to maintain a secure, compliant, and highly resilient environment.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Team Leadership \u0026amp;amp; Development:\u0026lt;/strong\u0026gt; Manage and mentor a team of infrastructure security professionals. Oversee staffing, coaching, performance management, and skills development to build a high-performing IPO team, fostering a culture of accountability, continuous improvement, and collaboration.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Vulnerability Management Program:\u0026lt;/strong\u0026gt; Oversee the end-to-end vulnerability management program, including vulnerability scanning, patching, and remediation activities across servers, endpoints, and network devices. Ensure remediation timelines meet defined Service Level Agreements (SLAs) and escalate exceptions or delays to senior leadership. Track and report on vulnerability metrics to drive accountability and risk reduction.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Endpoint Security \u0026amp;amp; Hardening:\u0026lt;/strong\u0026gt; Ensure robust endpoint security by overseeing the team’s management of antivirus/EDR solutions, device hardening, and security baseline compliance. Confirm that endpoints (workstations, servers, etc.) adhere to secure configuration standards and direct timely remediation of any deviations or endpoint risks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Network \u0026amp;amp; Application Security Operations:\u0026lt;/strong\u0026gt; Direct the operational management of network and application security controls. Oversee firewall, proxy, and web application firewall (WAF) policy enforcement and tuning in line with established security standards and architecture guidance. Ensure the team effectively monitors and responds to security events related to network, cloud, and application infrastructure, maintaining secure configurations and promptly addressing vulnerabilities or misconfigurations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Operational Compliance \u0026amp;amp; Audit Readiness:\u0026lt;/strong\u0026gt; Ensure that infrastructure operations consistently comply with enterprise security policies, baselines, and regulatory requirements. Supervise recurring operational compliance checks and evidence collection for internal and external audits. Proactively address and remediate compliance deviations, maintaining audit readiness and documentation of controls at all times.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Secure Build Coordination:\u0026lt;/strong\u0026gt; Collaborate with Cloud, Systems, Network, and Identity \u0026amp;amp; Access Management (IAM) teams to integrate security requirements into infrastructure builds and changes. Validate that new systems and services are built in accordance with \u0026lt;em\u0026gt;secure-by-default\u0026lt;/em\u0026gt; Ensure patch cycles, backups, and recovery processes for new deployments meet security and resilience standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Privileged Access Management Operations:\u0026lt;/strong\u0026gt; Provide oversight for the enterprise’s privileged access management (PAM) operations and tooling. Ensure secure administration of privileged account vaults and credentials, enforcement of break-glass procedures (in partnership with IAM), and regular review/rotation of privileged access across all infrastructure teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Security Tooling \u0026amp;amp; Monitoring:\u0026lt;/strong\u0026gt; Ensure effective operation of key infrastructure security tools and monitoring processes. Oversee the team in maintaining and optimizing tools such as vulnerability scanners, EDR platforms, and configuration compliance systems. Leverage dashboards and reports to monitor infrastructure security alerts and the overall protection posture, driving continuous improvements in threat detection and response.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Governance \u0026amp;amp; ARB Alignment:\u0026lt;/strong\u0026gt; Represent the IPO team in governance processes and Architecture Review Board (ARB) discussions. Ensure that proposed infrastructure changes meet security control requirements and obtain necessary approvals. Drive the submission and tracking of any security exceptions or control deviations through governance workflows, partnering with Enterprise Architecture, Security Engineering, and other stakeholders to align on secure design and policy enforcement.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Disaster Recovery Alignment:\u0026lt;/strong\u0026gt; Maintain disaster recovery (DR) readiness for IPO-managed security tools and processes. Ensure that procedures for recovering critical security infrastructure (e.g., security monitoring consoles, vulnerability scanners, policy stores) are documented and periodically tested. Align the IPO team’s DR plans with the broader enterprise DR/BCP (Business Continuity Plan) to guarantee rapid restoration of security capabilities during disruptions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Security Engineering Partnership:\u0026lt;/strong\u0026gt; Drive alignment between Security Engineering priorities and Infrastructure Operations and Architecture outcomes to support the desired future technology footprint (secure, compliant, and supportable).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;7+ years of experience in enterprise IT infrastructure security, operations, or systems administration, including \u0026lt;strong\u0026gt;at least 3 years in a people leadership role\u0026lt;/strong\u0026gt; (such as team lead, supervisor, or manager).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;ITIL 4 Certification completed or ability to complete within 90 days of employment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong technical background in vulnerability management, endpoint security, network security operations, and infrastructure protection. Hands-on experience with patch management processes, endpoint protection (AV/EDR), and firewall/proxy administration.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Deep understanding of security frameworks, standards, and compliance requirements (e.g., CIS benchmarks, NIST CSF, ISO 27001) and a track record of ensuring operational adherence to these standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent leadership, communication, and collaboration skills. Proven ability to work cross-functionally with infrastructure, cloud, architecture, and security teams to drive initiatives in a complex enterprise environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to achieve outcomes with contracted or managed service provider resources as well as internal teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Must be legally authorized to work in the United States without current or future sponsorship\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Skills\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Master’s degree in Cybersecurity, Information Assurance, or a related field.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Relevant industry certifications such as \u0026lt;strong\u0026gt;CISSP\u0026lt;/strong\u0026gt;, \u0026lt;strong\u0026gt;CISM\u0026lt;/strong\u0026gt;, \u0026lt;strong\u0026gt;CRISC\u0026lt;/strong\u0026gt;, or GIAC certifications (e.g., GCCC, GCWN).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with enterprise security tools and platforms (e.g., vulnerability management systems like Tenable, Rapid7 or Qualys, endpoint detection \u0026amp;amp; response platforms like CrowdStrike, and configuration compliance tools).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience implementing automation or process improvements in security operations to increase efficiency and consistency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $120,000 - $150,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5984585004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5148569004,"location":{"name":"Melbourne, Victoria, Australia"},"metadata":null,"id":5984585004,"updated_at":"2026-06-03T10:59:00-04:00","requisition_id":"699","title":"Senior Manager, Practice Operations \u0026 Performance ","company_name":"Focus Financial Partners","first_published":"2026-04-29T11:00:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Senior Manager – Practice Management \u0026amp;amp; Performance is accountable for the day‑to‑day operational performance, capacity management, and leadership of advice operations teams, ensuring the practice operates efficiently, consistently, and at scale.\u0026amp;nbsp;This role leads Team Leaders across Paraplanning and Client Services and an Operations Manager. The role translates business strategy, standards, and regulatory obligations into effective practice‑level delivery, enabling advisers to focus on client outcomes and growth.\u0026amp;nbsp;The role balances people leadership, commercial insight, and operational discipline to ensure the business is achieving its goals.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Melbourne, Victoria, Australia.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;People Leadership \u0026amp;amp; Team Performance\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead, coach and develop Operations Manager and Team Leads to drive accountability and consistent delivery of outcomes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build a culture of accountability, collaboration and client-centricity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Set clear expectations for workflow discipline, service quality, and capacity management\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support Ops Mgr and Team Leads to:\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Allocate work effectively\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build capability and role clarity within their teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Address performance, quality, or capacity issues early\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Foster a culture of accountability, continuous improvement, and commercial awareness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Practice Operations \u0026amp;amp; BAU Excellence\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure advice operations run smoothly and consistently across the business\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor BAU execution, identifying inefficiencies, bottlenecks, and operational risk\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Act as the escalation point for complex operational or resourcing issues\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Stabilise operations during periods of growth, adviser change, or increased demand\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Adviser Productivity \u0026amp;amp; Capacity Management\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with advisers and leaders to improve utilisation and sustainable workloads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Remove operational friction that impacts advisor productivity or client experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Oversee capacity planning across Paraplanning and Client Services teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Balance adviser demand with team capability and capacity\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Operational Reporting \u0026amp;amp; Commercial Insights\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Own operational and performance reporting, including:\u0026lt;/span\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Workflow health and WIP\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Capacity and utilisation metrics\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Client, FUM, and revenue‑related operational indicators\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Translate reporting into clear insights and actionable recommendations for leaders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Operational Risk, Quality \u0026amp;amp; Governance\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure operational teams work within agreed compliance, AFSL, and governance frameworks\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Technology \u0026amp;amp; Systems Enablement\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Act as a senior operational owner of advice systems (e.g. Xplan and related platforms)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure tools are used consistently and effectively by operational teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with Technology and Service Design to embed agreed changes into BAU\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify system or process issues impacting productivity or quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline; font-size: 12pt;\u0026quot;\u0026gt;Continuous Improvement \u0026amp;amp; Change Execution\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead or support operational improvement initiatives impacting BAU performance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Own implementation and adoption of agreed changes across teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure improvements are practical, embedded, and sustained\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;8+ years leadership experience in financial advice operations, paraplanning, or client services\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in implementing and embedding change initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience leading process alignment across the wider business in a way that supports teams and enhances the client experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven ability to lead others and indirectly manage larger operational teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong commercial and capacity‑planning mindset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High confidence engaging with advisers and senior stakeholders\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to balance people leadership with operational execution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong people leadership capability, with the ability to coach, influence, and hold leaders accountable for outcomes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Sound operational judgment, balancing efficiency, quality, and client experience in day‑to‑day decisions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Commercial mindset, with a clear understanding of how operational performance supports adviser productivity and business results\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Confident capacity and workload management across competing priorities and adviser demand\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High level of data literacy, able to interpret information, identify trends or risks, and support sound decision‑making\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Disciplined and structured approach to BAU execution, with strong follow‑through\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Comfortable operating within governance and risk frameworks, reinforcing consistent and compliant ways of working\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Calm, resilient, and pragmatic leader, able to cut through complexity and drive practical outcomes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About\u0026amp;nbsp;Focus Partners Australia\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in\u0026amp;nbsp;investment and portfolio management,\u0026amp;nbsp;accounting, lending,\u0026amp;nbsp;insurance\u0026amp;nbsp;and related services from its offices in Sydney, Melbourne,\u0026amp;nbsp;Brisbane\u0026amp;nbsp;and the Gold Coast. Guided by a client-first ethos, we\u0026amp;nbsp;leverage\u0026amp;nbsp;the global\u0026amp;nbsp;expertise,\u0026amp;nbsp;platforms\u0026amp;nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,\u0026amp;nbsp;credit\u0026amp;nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,\u0026amp;nbsp;and transition their wealth at every life stage.\u0026amp;nbsp;Discover more about Focus\u0026amp;nbsp;Partners Australia at \u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG\u0026quot;\u0026gt;focuspa.com.au/\u0026lt;/a\u0026gt;\u0026amp;nbsp;or\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4104442004,"name":"Practice Management \u0026 Operations","child_ids":[],"parent_id":null}],"offices":[{"id":4071759004,"name":"Melbourne, Victoria, Australia","location":"Melbourne, Victoria, Australia","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6000560004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5155178004,"location":{"name":"Melbourne, Victoria, Australia; Sydney, New South Wales, Australia"},"metadata":null,"id":6000560004,"updated_at":"2026-05-27T13:37:52-04:00","requisition_id":"745","title":"Senior Paraplanner – Technical \u0026 Advice Support","company_name":"Focus Financial Partners","first_published":"2026-05-19T20:25:02-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Reporting to the Chief Operating Officer, you will act as a trusted technical partner to advisers nationally — supporting comprehensive strategy development, drafting high-quality advice documents, and contributing to advice quality, risk management and continuous improvement.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;You will work across advanced strategies involving superannuation, SMSFs, investments, taxation and retirement planning, and will be relied upon for judgement, technical insight and end‑to‑end ownership of advice delivery.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;For the right person, this role offers meaningful scope, variety, and influence — without stepping into a client‑owning adviser position.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Paraplanning \u0026amp;amp; Advice Delivery\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare comprehensive, high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) for HNW and UHNW clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Translate adviser and client objectives into clear, compliant and well‑structured advice strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage advice documentation end‑to‑end, ensuring accuracy, timeliness and consistency with Escala standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Balance quality and throughput, maintaining strong attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Technical Expertise \u0026amp;amp; Adviser Partnership\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Apply deep technical knowledge across superannuation, SMSFs, investments, taxation and retirement strategies.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide practical technical guidance and recommendations to advisers on complex matters.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Stay current with legislative and regulatory change and ensure advice approaches remain contemporary and defensible.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build strong, trusted working relationships with advisers and their teams nationally.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Client Interaction \u0026amp;amp; Advice Support\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Attend client meetings where complex strategies require technical explanation or support.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clearly articulate advice strategies in a client‑appropriate and professional manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide retail financial advice within authorised scope and Escala’s advice framework (if licenced).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Compliance, Quality \u0026amp;amp; Risk Management\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ensure all advice meets regulatory, AFSL and internal compliance requirements.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support and respond to file reviews and remediation activities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Contribute to identifying and resolving legacy or higher‑risk advice matters.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain accurate, well‑documented advice records and uphold best‑interest obligations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;text-decoration: underline;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Systems, Process \u0026amp;amp; Continuous Improvement\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Utilise Xplan and related systems for modelling, projections and strategy development.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify opportunities to improve workflows, templates and advice efficiency.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Share knowledge and insights to lift technical capability and consistency across the business.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated experience delivering complex paraplanning or technical advice in a HNW / UHNW advice environment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong technical capability and ability to convert complexity into clear, compliant advice.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven ability to manage volume without compromising quality.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Solid understanding of Australian financial services regulation and advice standards.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent written communication skills and attention to detail.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Confidence working closely with advisers as a technical partner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong Xplan capability, including modelling and projections.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Desirable\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Financial planning qualifications and/or progress toward professional accreditation.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience supporting advisers across multiple offices or adviser teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Escala Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Escala Partners is the new standard in personalised wealth management. Everything we do is designed to put our clients’ interests first and realise their financial aspirations. We develop tailored strategies focused on creating and preserving wealth; offer objective, considered advice based on market-leading research; and work collaboratively as a team so we can deliver superior outcomes. This is our point of difference: a completely new experience in wealth management.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4071759004,"name":"Melbourne, Victoria, Australia","location":"Melbourne, Victoria, Australia","child_ids":[],"parent_id":null},{"id":4071758004,"name":"Sydney, New South Wales, Australia","location":"Sydney, New South Wales, Australia","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5783278004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5042150004,"location":{"name":"St. Louis, MO; Boston, MA"},"metadata":null,"id":5783278004,"updated_at":"2026-05-27T14:38:18-04:00","requisition_id":"467","title":"Senior Risk Specialist","company_name":"Focus Financial Partners","first_published":"2026-01-27T16:28:58-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Financial Partners is seeking a proactive and detail-oriented Senior Risk Operations Specialist to support and strengthen our organization’s Cybersecurity program. This role is responsible for supporting key risk pillars: Vulnerability Management and Risk Management. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A successful candidate will have knowledge of one or more of these areas and be able to assist with writing policy and process, supporting deployment of technology and handling incident response in a variety of environments. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The candidate will also manage and maintain cybersecurity dashboards to track key performance indicators (KPIs) across all partner firms.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role can be based in St Louis. MO; Boston, MA.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide input into an evolving enterprise risk program, ensuring risks to data security are identified, quantified and documented.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain information feeds for new and evolving vulnerabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with other technical teams to assess vulnerability criticality and coordinate patch deployment.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in audits and assessments to demonstrate compliance and remediate findings.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Execute cybersecurity training and awareness programs across partner firms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work with the Head of Cybersecurity Risk to establish and track KPIs such as incident response times, policy compliance rates, and training completion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provide regular reports to leadership and stakeholders.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Act as a liaison between IT, compliance, and external partners to ensure cohesive security practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience). Master’s preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5+ years of experience in cybersecurity, policy development, or GRC (governance, risk, and compliance).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory environments in financial services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Minimum of 5 years\u0026#39; experience with creating and maintaining real-time dashboards and reports to measure cybersecurity program effectiveness\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Industry certifications such as CISSP, CISM, or GIAC (GSEC, GCCC) are preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prior experience in a multi-partner or financial services environment is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with privacy regulations such as GDPR or CCPA is preferred.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to manage multiple projects and stakeholders simultaneously.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $100,000- $120,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5989090004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150783004,"location":{"name":"New York, NY"},"metadata":null,"id":5989090004,"updated_at":"2026-06-03T12:59:19-04:00","requisition_id":"714","title":"Senior Strategic Initiatives Specialist ","company_name":"Focus Financial Partners","first_published":"2026-05-05T17:03:31-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Strategic Initiatives department is looking for a Senior Strategic Initiatives Specialist to join their team. The Strategic Initiatives Analyst is a high-impact, high-visibility role on Focus Financial Partners’ Strategic Initiatives team — a small, senior team that functions as an internal strategy and transformation group for the firm. This role leads a great deal of analytical and presentation work for the team to ensure we meet our business priorities. They are ready to trade deal-by-deal or engagement-by-engagement work for something with broader scope: supporting the highest-priority strategic initiatives at Focus, working directly with executive leadership, and doing the work that makes complex cross-functional decisions actually happen.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Program \u0026amp;amp; Project Execution\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Own individual workstreams within the AI Strategy Program and other cross-functional initiatives — structure the work, drive to decisions, and deliver outputs on timeline.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build and maintain the operating infrastructure for complex projects: project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Triage incoming requests and competing priorities across the team’s portfolio; keep the team’s attention on the highest-leverage work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Analysis \u0026amp;amp; Modeling\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build financial models, business cases, and ROI frameworks to support strategic decisions — clean, accurate, and built to be used, not just filed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct competitive intelligence and market research; synthesize findings into executive-ready summaries and recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support initiative tracking and KPI dashboards that connect strategic priorities to measurable outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Communication \u0026amp;amp; Influence\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare board materials, executive presentations, and governance committee deliverables; own the quality of the narrative and the numbers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Represent the Strategic Initiatives team in cross-functional meetings; keep stakeholders aligned and accountable without positional authority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Translate complex, ambiguous situations into crisp problem statements and structured options for senior decision-makers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;AI Strategy Program Support\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake process, governance committee operations, and pilot program management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a credible, hands-on user of AI tools; bring practical experience to conversations about where and how AI creates value at Focus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in business, finance, economics or related discipline required, MBA or CFA in progress or completed preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated ability to build and own structured work products — models, memos, slide decks — independently and under time pressure.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working in fast-paced environments with multiple concurrent priorities and senior stakeholder exposure.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exceptional financial modeling and Excel skills — builds from scratch, not template-dependent.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong structured communication skills: can write a one-pager, build a five-slide deck, or lead a working session with equal command.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intellectually curious and comfortable operating in ambiguity; doesn’t wait to be told what the answer should be.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High personal accountability — owns their output, fixes their mistakes, and doesn’t let things fall through the cracks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborative by instinct but comfortable working independently; can operate with minimal supervision on defined workstreams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with AI productivity tools (Claude, Notion AI, Copilot, etc.) and a willingness to be an early adopter. Experience building with AI is a plus but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be $125,000 per year. 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KP1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4108413004,"name":"Corporate Strategy \u0026 Transformation","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5994259004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153621004,"location":{"name":"Remote"},"metadata":null,"id":5994259004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"731","title":"Senior Tax Associate","company_name":"Focus Financial Partners","first_published":"2026-05-12T09:14:36-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to FWP\u0026#39;s clients and to the business management division of the company.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Tax planning and preparation for high-net-worth individuals and their related entities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Performing first reviews on certain individual and fiduciary returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ensuring compliance with all federal and state filing requirements on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Superb written and verbal communication skills;\u0026amp;nbsp;strong problem solving, technology, communication and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to work individually and in a team atmosphere.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The willingness and ability to work additional hours, as needed, during busy season.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;CPA, CPA candidate or EA granting the ability to represent clients before the IRS.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience preparing multi-state returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be \u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;$90,000-$105,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-AH1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094006004,"name":"Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4066946004,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5977386004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5144989004,"location":{"name":"Century City, CA"},"metadata":null,"id":5977386004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"661","title":"Senior Tax Staff Accountant","company_name":"Focus Financial Partners","first_published":"2026-04-20T23:05:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Senior Tax Staff Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. Gelfand, Rennert \u0026amp;amp; Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Century City, CA office.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review General Ledger and reports to assist in preparation of tax projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research and planning, as needed, to solve client’s tax issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Correspondence regarding tax notices, jurisdictional issues, and/or tax audits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Informal supervision and training of Staff Accountant(s)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years in preparation and/or review of\u0026amp;nbsp;individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master\u0026#39;s degree, with 4+ years in a similar role is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CCH Axcess or Engagement is preferred\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA or CPA eligibility is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organization skills with a high attention to detail is necessary\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capability to learn new systems and process information quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thorough understanding of the bookkeeping process from start to finish\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Gelfand, Rennert \u0026amp;amp; Feldman\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Founded in 1967, Gelfand, Rennert \u0026amp;amp; Feldman (\u0026quot;GRF\u0026quot;) is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$82,000 - $125,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;u\u0026gt;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/u\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5977384004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5144988004,"location":{"name":"Encino, CA"},"metadata":null,"id":5977384004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"660","title":"Senior Tax Staff Accountant","company_name":"Focus Financial Partners","first_published":"2026-04-20T23:04:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Senior Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. \u0026amp;nbsp;Gelfand, Rennert \u0026amp;amp; Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Encino, CA office.\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review General Ledger and reports to assist in preparation of tax projections\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform tax research and planning, as needed, to solve client’s tax issues\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Correspondence regarding tax notices, jurisdictional issues, and/or tax audits\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Informal supervision and training of Staff Accountant(s)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4+ years in preparation and/or review of\u0026amp;nbsp;individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master\u0026#39;s degree, with 4+ years in a similar role is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CCH Axcess or Engagement is preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;CPA or CPA eligibility is a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Organization skills with a high attention to detail is necessary\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capability to learn new systems and process information quickly\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Thorough understanding of the bookkeeping process from start to finish\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Gelfand, Rennert \u0026amp;amp; Feldman\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Founded in 1967, Gelfand, Rennert \u0026amp;amp; Feldman (\u0026quot;GRF\u0026quot;) is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$82,000 - $125,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;u\u0026gt;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/u\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066957004,"name":"Encino, CA","location":"Encino, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5978907004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5145765004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5978907004,"updated_at":"2026-05-21T13:39:09-04:00","requisition_id":"668","title":"ServiceNow Administrator","company_name":"Focus Financial Partners","first_published":"2026-04-22T11:30:50-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Ideal Candidate Profile\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ideal candidate is a modern IT leader with a strong customer‑centric mindset who drives service‑delivery excellence and operational stability. This role requires experience implementing and supporting ServiceNow in large, global environments, including during mergers and acquisitions. You will standardize processes, strengthen platform performance, and continuously improve the employee experience across the organization.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus is seeking a seasoned ServiceNow Administrator and Subject Matter Expert to serve as the primary technical lead during a period of transition. This role is responsible for performing a technical audit of the current environment, stabilizing the platform, and maintaining ServiceNow health while a new support structure is established.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;You will lead platform administration, upgrades, integrations, and strategic decommissioning efforts as processes transition to a new ServiceNow instance. The Senior ServiceNow Administrator will manage, optimize, and extend the ServiceNow platform to support critical IT and business workflows, ensuring stability, security, and compliance within a regulated financial services environment.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This role requires deep expertise in ServiceNow administration and development, strong knowledge of ITSM and CMDB best practices, and the ability to collaborate effectively across technical and business teams while executing against a defined roadmap and product backlog.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;This is a hybrid role with 3 days per week onsite in our St. Louis office.\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Platform Stability \u0026amp;amp; Administration\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as the primary technical lead, working closely with the platform owner and lead developer as the new team is formed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Perform comprehensive environment health checks and technical discovery to understand existing configurations and customizations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage day‑to‑day ServiceNow administration, including users, groups, roles, and security ACLs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Troubleshoot and resolve complex platform and integration issues\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage upgrades, patches, cloning, and release validation across environments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Module \u0026amp;amp; Capability Management\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Support and maintain core ServiceNow modules, including ITSM, CMDB, ITAM, ITOM, and SecOps\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ensure CMDB integrity through reconciliation rules, discovery, service mapping, and governance aligned to ITIL v4 and CSDM\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Manage and troubleshoot REST/SOAP integrations, IntegrationHub workflows, and MID Servers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and maintain integrations with enterprise systems such as Microsoft Intune, Azure, and other SaaS platforms\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Architecture, Governance \u0026amp;amp; Continuous Improvement\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Act as lead ServiceNow technical admin, defining current‑state and target‑state architecture\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Own platform governance, security compliance, and standards enforcement\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify performance bottlenecks and implement remediation strategies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collect and analyze metrics to track platform usage, workflow efficiency, and operational health\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain technical documentation covering architecture, data governance, and system design\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Collaboration \u0026amp;amp; Delivery\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work within Agile methodologies to support design, development, testing, deployment, and post‑deployment support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Partner with ITSM, infrastructure, application, asset, and security teams to support impact analysis and root cause analysis\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mentor ServiceNow and CMDB resources and contribute to roadmap planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;ServiceNow Certified System Administrator (CSA) required; CAD or CIS certifications preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years of enterprise ServiceNow administration experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of ITSM processes and best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven ability to work independently in complex environments\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong forensic troubleshooting skills, including reading existing JavaScript, GlideRecord, Business Rules, and Script Includes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience with CMDB, Discovery, Service Mapping, and data governance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven experience with ITSM, CMDB, ITAM, ITOM, SPM, and SecOps\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Integration experience using IntegrationHub, REST APIs, SOAP, and MID Servers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency in JavaScript, HTML, CSS, and ServiceNow configuration tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to document architecture, data models, and technical designs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Technical Skills\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Enterprise ServiceNow administration and CMDB ownership\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;CSDM and ITIL v4 alignment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Integration workflows, APIs, MID Servers, and ETL concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;ServiceNow Flow Designer, Business Rules, Script Includes, Scheduled Jobs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of infrastructure components (on‑prem, cloud, containers)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Additional ServiceNow certifications (ITOM, Discovery, CMDB, IntegrationHub)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;ITIL v4 Foundation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Scripting experience (JavaScript, PowerShell, Python)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Soft Skills\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong analytical and problem‑solving abilities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent written and verbal communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to collaborate with senior leadership and cross‑functional teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong organizational and project management skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;High attention to detail and sound judgment under pressure\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Experience\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;ITSM, ITAM, ITOM, and CMDB implementations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Reporting and dashboard development for operational insights\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;ServiceNow update sets, migrations, and performance tuning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Agile delivery methodologies (Scrum or Kanban)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KJ2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$100,000- $120,000 base salary\u0026lt;/strong\u0026gt; compensation range.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5808559004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5054287004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5808559004,"updated_at":"2026-05-27T14:39:01-04:00","requisition_id":"538","title":"Specialist, Platform Reporting","company_name":"Focus Financial Partners","first_published":"2026-02-19T12:43:23-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in St. Louis, MO.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support day-to-day operations of reporting platforms and tools.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Configure and maintain standard reports and dashboards within established platforms.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor report outputs and data quality; investigate issues and escalate as needed.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support testing and validation of new reports, enhancements, and data changes.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain documentation for reports, data definitions, and reporting processes.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Coordinate with platform managers, analysts, and data teams on assigned work.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support onboarding and training efforts related to reporting tools and outputs.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Respond to and resolve routine user inquiries related to reporting.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of experience in reporting, operations, data, or technology support roles.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with structured data and reporting tools.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong attention to detail and commitment to data quality.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to work independently within defined processes.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Basic familiarity with financial or investment reporting concepts preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with reporting platforms such as Orion or Addepar preferred.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience in financial services or wealth management a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between $60,000- $90,000 Base Salary Compensation Range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5596706004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4955366004,"location":{"name":"Remote"},"metadata":null,"id":5596706004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"148","title":"Tax Manager","company_name":"Focus Financial Partners","first_published":"2025-08-01T09:59:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Tax planning and preparation for high-net-worth individuals and their related entities;\u0026amp;nbsp;including extensions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensuring compliance with all federal and state filing requirements on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Performing technical research to address complex tax issues with the support of a team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensuring top quality client service in collaboration with the wealth management offering.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Communicating effectively with advisors and their clients in a timely and professional manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effectively solving problems and resolving issues for clients and their advisors.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A CPA, EA or JD with a minimum of 5+ years’ relevant experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Superb written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to work individually and in a team atmosphere.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The willingness and ability to work additional hours, as needed, during busy season.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The position prefers:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience preparing\u0026amp;nbsp;high-net-worth individual, business, partnership, foundation, and gift tax returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience with ProSystem fx® Tax,\u0026amp;nbsp;CCH Axcess, and BNA Income Tax™ Planner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Big Four” or large regional accounting firm experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant\u0026#39;s skill set.\u0026amp;nbsp;\u0026amp;nbsp;The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094006004,"name":"Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4066946004,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5976968004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5144785004,"location":{"name":"Century City, CA; Encino, CA"},"metadata":null,"id":5976968004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"653","title":"Tax Manager","company_name":"Focus Financial Partners","first_published":"2026-04-20T14:42:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is seeking a Tax Manager to join our team of dedicated professionals. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. \u0026amp;nbsp;Gelfand, Rennert \u0026amp;amp; Feldman provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This position can be based out of our Encino, CA or Century City, CA office on a hybrid basis.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Supervision and training of assigned Staff Accountants and assigned Account Managers\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026amp;nbsp;Review\u0026amp;nbsp;and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay\u0026amp;nbsp;abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Supervise\u0026amp;nbsp;and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Conduct tax research and multi-jurisdictional planning, and foreign touring clearances\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communication with clients and client representatives via phones, email, and in-person meetings\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist Managing Director in identifying and onboarding prospective clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Other projects and duties as assigned\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor\u0026#39;s degree with at least 4+ years in a similar role\u0026amp;nbsp;is required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Master\u0026#39;s Degree, CPA and/or 6+ years in a similar role is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Basic understanding of AgilLink is highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with CCH Axcess required\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven knowledge of auditing standards, procedures, laws and rule/regulations\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Sense of urgency and demonstrated ability to follow through\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commitment to professionalism and accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interpersonal skills to create and maintain a trusting relationship with staff and clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$135,000 - $175,000\u0026lt;/strong\u0026gt;. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Gelfand, Rennert \u0026amp;amp; Feldman is an Equal Opportunity Employer.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;For information on our Job Applicant Privacy Notice, please click\u0026amp;nbsp;\u0026lt;u\u0026gt;\u0026lt;a href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot; target=\u0026quot;_blank\u0026quot; data-cke-saved-href=\u0026quot;https://www.grfllp.com/job-applicant-privacy-policy/\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/u\u0026gt;.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-TN1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4093873004,"name":"Business Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066956004,"name":"Century City, CA","location":"Century City, Los Angeles, CA","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6013341004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5161861004,"location":{"name":"Boston, MA"},"metadata":null,"id":6013341004,"updated_at":"2026-06-03T14:48:58-04:00","requisition_id":"778","title":"Trading Associate","company_name":"Focus Financial Partners","first_published":"2026-06-03T14:48:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Crestwood Advisors is a fast-growing, independent, fee-only Registered Investment Advisor overseeing $8+ billion in assets under management. With offices in Boston, Fairfield County (CT), and Providence (RI), Crestwood provides high-net-worth clients with comprehensive wealth and investment management solutions.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking to add a \u0026lt;strong\u0026gt;Trading Associate \u0026lt;/strong\u0026gt;to join our Boston\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;based team. The Trader role sits at the center of the investment process, supporting Portfolio Management, Research, Operations and Wealth Management teams while collaborating closely with our Senior Trader. The ideal candidate is motivated and intellectually curious with a passion for investment markets and 2+ years of trading or investment operations experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is a hybrid position – 3 days in office/2 days remote.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities \u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Trading Responsibilities: \u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Implement equity execution through the firm’s order management system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform daily reconciliation between trading system and custodial records to ensure accurate settlement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain and update security models in the order management system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure all trading activity adheres to firm policies, procedures, and regulatory requirements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Actively participate in Research and Investment Committee meetings and highlight any security or trading concerns as investment decisions are considered.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage customized options strategies, including options analysis for clients with concentrated positions.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;em\u0026gt;Portfolio Management Team Support Responsibilities: \u0026lt;/em\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Provide day-to-day trading and investment support to Portfolio Managers.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify and suggest portfolio actions including drift rebalancing trades, tax loss harvesting opportunities, trades in non-model securities driven by market movements.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate market conditions, execution updates, and trade information to Portfolio Management team and broader firm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and maintain custom investment reports that leverage data from platforms including: Koyfin, Black Diamond, RedBlack and related systems.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;br\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;2+ years’ relevant experience in trading, investment operations or portfolio support.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong technological aptitude with the ability to work across multiple platforms to ensure data accuracy and operational integrity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with electronic trading and portfolio systems (e.g., RedBlack, Eclipse) strongly preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Exposure to VBA or other analytical tools is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to thrive in a fast-paced, collaborative, team-oriented environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and interpersonal skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Detail-oriented, organized, and capable of managing multiple workflows simultaneously.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Progress toward the CFA designation is a plus.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;The annualized base pay range for this role is expected to be between $65,000-$95,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;Crestwood Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, Crestwood Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4115876004,"name":"Centralized Trading ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5980543004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146570004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5980543004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"681","title":"UX Lead Designer","company_name":"Focus Financial Partners","first_published":"2026-04-23T17:06:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;As the UX Lead, you will have the unique opportunity to shape the future of Wealth Management through innovative design. You will drive initiatives that directly impact our clients’ success while building a culture of excellence around user experience. If you are passionate about making complex financial tools simple and engaging, we want to hear from you!\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;To apply: Please submit your resume and a portfolio (in the cover letter slot) highlighting relevant UX work, especially within financial services and Salesforce-integrated solutions.\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;This role is located in St. Louis, MO and is hybrid with 3 days per week onsite.\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h1\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Position Overview\u0026lt;/span\u0026gt;\u0026lt;/h1\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;We are seeking a dynamic and experienced User Experience (UX) Lead to join our innovative team specializing in financial services. The ideal candidate will be a hands-on designer and strategist, passionate about crafting intuitive, impactful tools and solutions for our clients. This role requires a proven track record in leading UX initiatives, particularly within the financial sector, and a strong ability to design, prototype, and implement user-centric products.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Key Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Lead the UX strategy and vision for financial service tools and our advisor platform, ensuring best-in-class user experiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Be hands-on in the design process, from user research and journey mapping to wireframing, prototyping, and usability testing.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Collaborate closely with stakeholders, product managers, and developers to translate business goals into effective digital experiences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Design and implement solutions that integrate seamlessly with Salesforce and other core financial systems.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Utilize prototyping tools such as Figma to rapidly iterate and validate design concepts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Champion user-centered design principles and advocate for best practices across the organization.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mentor and eventually build a high-performing UX team to scale design excellence.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Stay abreast of industry trends, and emerging technologies relevant to financial services UX.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s or Master’s degree in Human-Computer Interaction, Design, Psychology, or a related field (or equivalent professional experience).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;7+ years of experience in user experience design, with a substantial portion in the financial services industry.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proven experience leading UX initiatives and teams, with a demonstrated ability to deliver successful projects end-to-end.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Hands-on expertise with Salesforce platforms and workflows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Advanced proficiency in prototyping tools such as Figma (and others like Sketch, InVision, or Adobe XD is a good substitute).\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong portfolio showcasing practical, user-centric design solutions for complex financial products or services.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent communication, presentation, and interpersonal skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to thrive in a fast-paced, collaborative environment and drive projects with minimal supervision.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Preferred Attributes\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Experience building and scaling UX teams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;An understanding of financial services regulations and compliance considerations and how to help meet using design.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to balance strategic thinking with hands-on execution.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay range for this role is expected to be between \u0026lt;strong\u0026gt;$170,000 - 190,000 Base Salary\u0026lt;/strong\u0026gt; Compensation Range.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;br\u0026gt;#LI-KJ2\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5803761004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5051907004,"location":{"name":"Dallas, TX"},"metadata":null,"id":5803761004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"524","title":"Vice President, Private Client Group","company_name":"Focus Financial Partners","first_published":"2026-02-13T10:15:13-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Firm Description\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;SCS is seeking a Vice President (“VP”) to join the Dallas, TX office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP will work with the team to ensure that SCS clients continue to receive a world class experience.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking candidates who are well organized, energetic, and team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Actively manage and oversee the client’s investment and financial plans\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prepare client meeting presentations and oversee any manual reporting coordination\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in client meetings and assist with client inquiries and requests in a timely manner\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as first point of contact for some clients\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Think creatively and strategically about client needs\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Capitalize on experience to drive process and efficiency improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support new business development activities\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Minimum of a Bachelor’s degree; CFP or CFA designation highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5-7 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency in planning and/or investment topics\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent organizational, prioritization, and time management skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Analytical with a strong attention to detail; Problem solve effectively\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong written and oral communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Willingness to travel for client meetings\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between $120,000 - $130,000.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;br\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4061209004,"name":"Dallas, TX","location":"Dallas, Texas, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6011812004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5161392004,"location":{"name":"Lake Forest, IL"},"metadata":null,"id":6011812004,"updated_at":"2026-06-02T16:43:27-04:00","requisition_id":"775","title":"Vice President - Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-06-02T16:43:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in quality.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;We are seeking a highly motivated Wealth Advisor to join our team. This individual will play a critical role in driving new business growth while also learning and supporting the client servicing side of the business.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This is an ideal opportunity for a business development focused advisor who thrives on building relationships, developing referral networks, and generating new client opportunities while gaining exposure to investment management and client service opportunities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position requires you to be on-site 5 days a week. Opportunities for workplace flexibility may be available based on performance, tenure, and business needs.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Business Development (75%)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Proactively source and develop new client relationships with high-net-worth individuals and families\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build relationships with external partners including accounting firms, real estate professionals, attorneys, and other strategic referral sources\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work alongside leadership to expand center of influence channels and community presence\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain an active pipeline of prospects and business development opportunities\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Client Service \u0026amp;amp; Relationship Management (25%)\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Learn the firm’s investment philosophy, client experience model, and operational processes\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support existing client relationships in an account servicing capacity\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with the investment and research teams to understand portfolio strategy and market positioning\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist senior advisors and relationship managers with ongoing client needs and communication\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help deliver a high-touch, white-glove client experience\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree required. Progress towards CFP and/or CFA, a plus.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;5+ years of relevant experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to develop new business and cultivate client relationships\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong networking and interpersonal communication skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Entrepreneurial mindset with a sales driven approach to business development\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Passion for wealth management, investments, and relationship management\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work independently while collaborating with a growing team\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;This position is an exempt position. Base salary 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. Incentive compensation can be meaningful based upon success of business development efforts. 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\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-JS1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Alley Company is part of the Focus Financial Partners’ network firm community. As part of the partnership, Alley Company remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4109024004,"name":"Lake Forest, IL","location":"Lake Forest, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6004748004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158200004,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":6004748004,"updated_at":"2026-05-22T15:59:20-04:00","requisition_id":"756","title":"VP, Client Advisor","company_name":"Focus Financial Partners","first_published":"2026-05-22T15:59:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;SCS is seeking a\u0026amp;nbsp;Vice President (“VP”)\u0026amp;nbsp;to join the\u0026amp;nbsp;Los Angeles, California office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the\u0026amp;nbsp;VP\u0026amp;nbsp;will\u0026amp;nbsp;work\u0026amp;nbsp;with the team to ensure that SCS clients continue to receive\u0026amp;nbsp;a world\u0026amp;nbsp;class experience.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;We are seeking candidates who are well organized, energetic, and\u0026amp;nbsp;team-oriented. The right candidate is a self-starter with a strong work ethic who has excellent communication skills and attention to detail. This person must be willing to provide the highest level of client service, professionalism, and confidentiality. Furthermore, this person must be able to efficiently prioritize tasks and consistently meet deadlines.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in Los Angeles, CA.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Actively manage and oversee the client’s investment and financial plans;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare client meeting presentations and oversee any manual reporting coordination;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Participate in client meetings and\u0026amp;nbsp;assist\u0026amp;nbsp;with client inquiries and requests\u0026amp;nbsp;in a timely manner;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as first point of contact for some clients;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Think creatively and strategically about client needs;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Capitalize on experience to drive process and efficiency improvements;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support new business development activities\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;br\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Minimum of a\u0026amp;nbsp;Bachelor’s\u0026amp;nbsp;degree; CFP or CFA designation preferred\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5-7+\u0026amp;nbsp;years of relevant professional experience in investment, wealth management, estate planning, or tax/accounting environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Fluency in planning and/or investment topics\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in Microsoft Word, Excel,\u0026amp;nbsp;PowerPoint\u0026amp;nbsp;and Outlook applications\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent organizational, prioritization, and time management skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Analytical with a strong attention to detail; Problem\u0026amp;nbsp;solves\u0026amp;nbsp;effectively\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong written and oral communication skills\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Willingness to travel on occasion for client meetings\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$175,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-SF1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037549004,"name":"Private Client Group","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5977038004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5144823004,"location":{"name":"Remote"},"metadata":null,"id":5977038004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"654","title":"VP, Compensation","company_name":"Focus Financial Partners","first_published":"2026-04-20T16:04:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;The Vice President, Compensation will lead the design, implementation, and ongoing management of broad-based and incentive compensation programs across a complex, multi-entity organization. This role is responsible for building scalable compensation infrastructure, including salary structures and compensation frameworks, while owning end-to-end compensation planning cycles.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The role partners closely with HR Operations on job architecture and leveling to ensure alignment with compensation strategy, market data, and internal equity.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The ideal candidate brings deep expertise in operationalizing compensation programs within a multi-entity environment, strong expertise in compensation systems (including Workday), and the ability to drive consistent, market-competitive, and equitable pay practices.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Own and execute end-to-end compensation planning cycle, including Workday configuration, data validation, governance, and stakeholder alignment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the functional lead for Workday Compensation, including design, configuration, and optimization of compensation modules and planning cycles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with HR Operations to design and implement job architecture and leveling frameworks, ensuring alignment with compensation strategy, salary structures, and internal equity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive broad-based compensation strategy, including base salary, annual incentives, and workforce segmentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop reporting and dashboards to enhance data transparency, support decision making, and improve the efficiency of compensation processes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with HR and business leaders to build, standardize, and scale compensation practices across a multi-entity environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead market benchmarking and pay equity analyses, translating insights into actionable recommendations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Establish and maintain governance frameworks to ensure consistency, compliance, and disciplined execution of compensation programs across entities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build processes that enable efficient administration and data integrity across compensation programs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support executive compensation programs as needed, in partnership with senior leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Stay informed on market trends, regulatory developments, and best practices in broad-based compensation, incentive pay, and executive compensation within the industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with Finance, Legal, and HR leaders to ensure alignment between compensation strategy, budgets, and overall business strategy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide coaching and training to HR and business leaders on compensation practices and policies.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong relationships with leaders in both wealth management and business management lines to address their unique needs.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;10+ years of progressive compensation experience, with a strong focus on broad-based compensation and program execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated experience leading compensation planning cycles in a complex, multi-entity environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deep understanding of job architecture, leveling, and salary structure design.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Hands-on experience with Workday Compensation (required), including configuration and execution of compensation planning cycles.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong analytical skills and problem-solving skills with the ability to translate data into actionable insights.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience building or transforming compensation programs, processes, or infrastructure in a complex environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to operate in a fast-paced, high-growth, and decentralized organization.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated ability to influence and build consensus with senior leaders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Human Resources, Finance, Business, or related field required; Master’s degree or CCP (Certified Compensation Professional) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $175,000-195,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4102513004,"name":"Human Resources","child_ids":[],"parent_id":null}],"offices":[{"id":4066946004,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981518004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146918004,"location":{"name":"New York, NY; Chicago, IL; St. Louis, MO"},"metadata":null,"id":5981518004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"685","title":"VP, FP\u0026A","company_name":"Focus Financial Partners","first_published":"2026-04-24T13:45:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;The VP of FP\u0026amp;amp;A is a senior finance leader that will report to the Head of FP\u0026amp;amp;A and lead enterprise-wide FP\u0026amp;amp;A efforts around budgeting, planning, annual forecasting and management reporting for Focus.\u0026amp;nbsp; This role will partner closely with business unit and corporate finance teams as well as business and functional leaders to build scalable and consistent processes and drive deeper insights and predictive measurements of performance.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;Primary Responsibilities\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead company-wide annual budgeting, forecast and strategic plan which includes the long-range planning process in coordination with business units, strategy team and corporate teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Deliver enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Develop and analyze key performance indicators and trends across Focus and business units\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Help translate performance and data into strategic recommendations and business narratives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Enhance FP\u0026amp;amp;A tools, systems and process to drive further automation and AI opportunities\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor actual results to budget, forecast and prior-year performance to identify variances and recommend actions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Perform benchmarking analysis on other industry participants for comparative performance measurement\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Board presentations, M\u0026amp;amp;A activities and other special projects as needed\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure financial analysis and reporting meet industry standards and regulatory requirements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead, develop and mentor FP\u0026amp;amp;A team to achieve goals and objectives\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;Qualifications\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in Finance, Accounting, Economics or related finance field\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;15+ years of progressive experience in FP\u0026amp;amp;A, corporate finance or related roles\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated expertise in wealth management, RIAs, private banking, asset management, or broader financial services.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working in large, complex organizations (both public and private)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent executive presence, communication, collaboration, and leadership skills\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills with the ability to exercise sound judgement and make decisions\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced proficiency in financial systems\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advanced Excel skills required, working knowledge of VBA, macros and business intelligence (BI) tools(preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;MBA in Finance (preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with cloud data platforms (preferred)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Familiarity with TM1, Workday ERP and Adaptive Planning(preferred)\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is an exempt\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;position. The annualized base pay range for this role is expected to be between $225,000- $275,000\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;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.\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037551004,"name":"Finance ","child_ids":[],"parent_id":null}],"offices":[{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null},{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5981376004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146843004,"location":{"name":"New York, NY; San Francisco, CA"},"metadata":null,"id":5981376004,"updated_at":"2026-05-21T12:47:31-04:00","requisition_id":"683","title":"VP, Partnership Strategy","company_name":"Focus Financial Partners","first_published":"2026-04-24T11:17:23-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This role can be based in New York, NY; or San Francisco, CA.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a relationship manager to 50+ Focus Network firms, in a team-based delivery model\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work directly with Focus firms ($500M - $100B+ in AUM) in leading and supporting initiatives to drive growth, improve business efficiency, and improve sustainability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Monitor P\u0026amp;amp;L performance across firms to highlight areas for operational efficiency and growth improvements\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive a strategic agenda with Network firms and support decision making through delivering data, insights, and impact\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with senior Focus resources in delivering our platform of client solutions to Network firms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;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\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h3\u0026gt;Qualifications\u0026lt;/h3\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;4-6+ plus years of combined experience working in wealth management and / or consulting (preferably, with a focus on wealth management or financial services)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience on a client facing team with revenue and / or asset goals a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prior consulting, practice management, and / or wealth management experience a plus\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership and ability to be a self-starter\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Undergraduate degree required, Graduate degree highly preferred\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;h4\u0026gt;About Focus Partners\u0026lt;/h4\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$190,000 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.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026amp;nbsp;\u0026lt;/h2\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4099603004,"name":"Partnership Strategy","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5995681004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154727004,"location":{"name":"Omaha, NE"},"metadata":null,"id":5995681004,"updated_at":"2026-05-20T14:58:06-04:00","requisition_id":"739","title":"Wealth Advisor ","company_name":"Focus Financial Partners","first_published":"2026-05-14T16:00:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Leadership\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Have both a tactical (short term) and strategic (long term) approach to team development and growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Establishes the optimal client experience and collaborates with team members to ensure the highest level of service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provides feedback and opportunities for development of Associate Wealth Advisors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Takes ownership and accountability for client issues that arise\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Leads by example and actively participates in firm initiatives and carries forth the core values of the firm\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Client Experience\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as Primary advisor on 50%+ of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in all areas of planning and implementing financial plans for clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Active utilization of FPW’s client experience framework\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conducts Client Discovery and Wealth Planning Conversations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create, edit, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with the Portfolio Management team to approve \u0026amp;amp; execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with client billing reviews to ensure fees are collected in a timely manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Business Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Consistently meets and exceeds revenue and growth goals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops multiple Centers of Influences which are active client referral sources\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to develop new business independently and in a team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage individual and team prospect pipeline, including the onboarding of new clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;7+ years of advisory experience in the wealth management industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Proven Business Development Skillset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Mastery of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-oriented approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial services industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4103143004,"name":"Omaha, NE","location":"Omaha, Nebraska, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/6005801004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158660004,"location":{"name":"Los Angeles, CA"},"metadata":null,"id":6005801004,"updated_at":"2026-05-26T08:49:47-04:00","requisition_id":"758","title":"Wealth Advisor - Vice President ","company_name":"Focus Financial Partners","first_published":"2026-05-26T08:49:47-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop relationships within existing client book\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Consolidate assets and driving revenue growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to network with partners, be an ambassador of the firm\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Generate opportunities for branch office presentation\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Follow leads from lead source, develop opportunity, close and onboard prospective clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Scheduling client reviews, account paperwork, and miscellaneous service items as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain client communication in the contact management system\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Respond to incoming emails, calls and meeting requests\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;A positive attitude and high energy level\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proactive communication and follow up\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s Degree\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;5+ years of experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP or equivalent\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong communication skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to learn and communicate market and investment product knowledge for systematic strategies\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The Wealth Advisor, VP is a exempt position. The annualized base pay range for this role is expected to be $200,00 base salary compensation range. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023700004,"name":"Los Angeles, CA","location":"Los Angeles, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5789979004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5045295004,"location":{"name":"St. Louis, MO; New Hyde Park, NY"},"metadata":null,"id":5789979004,"updated_at":"2026-05-29T15:56:25-04:00","requisition_id":"494","title":"Workday Financials Lead","company_name":"Focus Financial Partners","first_published":"2026-02-02T18:57:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Financial Partners is seeking an experienced and strategic Workday Financials Lead to lead the design, deployment, and ongoing optimization of our Workday Core Financials environment. This role will play a critical part in advancing our financial systems strategy—maximizing the power of Workday to enable accounting, financial operations, budgeting, reporting, and cross-functional business processes at scale.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;You will serve as a consultative partner to Finance, Technology, and Operations stakeholders, driving Workday governance, managing enhancements, and ensuring a best-in-class Workday platform that supports our growth, financial rigor, and operational excellence. If you\u0026#39;re excited by the opportunity to modernize financial systems and influence how a firm runs its business through technology, we’d love to speak with you.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This role is located in New Hyde Park, NY; St. Louis, MO.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the strategic Workday FinTech Lead—partnering closely with Finance, and Technology to ensure the system meets current and future financial management needs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Work with Finance leadership to translate operational, reporting, and compliance requirements into scalable Workday solutions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Drive Workday governance, roadmap planning, and resource coordination with an emphasis on financial capabilities and business outcomes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Oversee feature releases, semi-annual updates, module implementations, and system changes; ensure readiness across finance, accounting, procurement, and reporting teams\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Evaluate and recommend enhancements across Workday Financials (e.g., Accounting, Financial Reporting, Projects, Procurement, Expenses) and Adaptive Planning to improve efficiency, data integrity, and auditability\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead and mentor Workday support resources, balancing daily financial operations support with larger strategic initiatives\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Configure, test, and deploy functionality within Workday—especially within Core Financials—and ensure integrations and data flows support downstream business processes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Maintain comprehensive documentation for financial workflows, security roles, integration points, and data governance\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Champion continuous improvement and user adoption of Workday across finance functions through education, documentation, and best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline—or equivalent professional experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong experience with Workday Financials (or formal Workday finance training) and Workday Adaptive is highly preferred; understanding of Workday HCM is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;8+ years of experience in financial systems management, ERP administration, or enterprise application support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Deep functional understanding of financial workflows, accounting structures, period close, reporting, and data governance within Workday or similar ERPs\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven ability to influence senior stakeholders, translate financial requirements into system capabilities, and deliver scalable solutions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience in fast-paced, multi-entity, or decentralized environments is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be between $120,000- $190,000 Base Salary Compensation Range.\u0026amp;nbsp; Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KJ2\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4095290004,"name":"Technology","child_ids":[],"parent_id":null}],"offices":[{"id":4081714004,"name":"New Hyde Park, NY","location":"New Hyde Park, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focusfinancialpartners/jobs/5995660004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154713004,"location":{"name":"St. Louis"},"metadata":null,"id":5995660004,"updated_at":"2026-06-03T12:29:35-04:00","requisition_id":"737","title":"Workplace Services Specialist","company_name":"Focus Financial Partners","first_published":"2026-05-14T14:26:45-04:00","language":"en","application_deadline":null,"content":"\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MailCompose\u0026quot;\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW149995714 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW149995714 BCX8\u0026quot;\u0026gt;We are seeking a detail-oriented and service-focused Workplace Services Specialist to support facilities operations and ServiceNow request management for the Workplace Services team in our St. Louis office. This role helps maintain a safe, functional, and well-supported workplace by managing facility-related requests, coordinating with vendors and internal partners, supporting office readiness, and documenting processes that improve service delivery. The ideal candidate is highly organized, proactive, and comfortable balancing day-to-day operational support with process improvement and administrative coordination.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW149995714 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor, triage, and manage incoming service desk requests through ServiceNow\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide first-level support for workplace services requests, including office maintenance, employee support needs, space-related issues, and general facilities concerns\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coordinate with internal teams, building management, and external vendors to ensure timely resolution of service requests and incidents\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW259376296 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW259376296 BCX8\u0026quot;\u0026gt;Track requests through completion, escalate issues when needed, and help ensure service levels are met\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW259376296 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW81302115 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW81302115 BCX8\u0026quot;\u0026gt;Support daily office readiness by helping maintain shared spaces, supplies, amenities, and overall workplace functionality\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW81302115 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW127376226 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW127376226 BCX8\u0026quot;\u0026gt;Assist with facilities-related administrative tasks, scheduling, communications, and follow-up activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW127376226 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW106727111 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW106727111 BCX8\u0026quot;\u0026gt;Support vendor coordination for services such as maintenance, repairs, deliveries, and other workplace operational needs\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW106727111 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW182614238 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW182614238 BCX8\u0026quot;\u0026gt;Help document and maintain workplace services processes, workflows, and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW182614238 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW188565654 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW188565654 BCX8\u0026quot;\u0026gt;Create and update clear, user-friendly documentation and knowledge resources for workplace services activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW188565654 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW129344058 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW129344058 BCX8\u0026quot;\u0026gt;Assist with data collection, reporting, and tracking related to ticket volume, resolution trends, service levels, and operational activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW129344058 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW74419274 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW74419274 BCX8\u0026quot;\u0026gt;Identify recurring workplace or facilities issues and recommend process improvements to enhance service delivery and employee experience\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW74419274 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW260624504 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW260624504 BCX8\u0026quot;\u0026gt;Support special projects related to workplace operations, office moves, space changes, service improvements, and team initiatives\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW260624504 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW155085596 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;Maintain\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;a professional\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;, responsive, and customer-focused experience for employees, guests, and internal partners\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW155085596 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Associate’s or Bachelor’s degree in Business, Information Systems, Operations, or a related field (or equivalent experience)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of experience in a service desk, operations, or administrative support role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW256496659 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW256496659 BCX8\u0026quot;\u0026gt;Experience working with ServiceNow or a similar ticketing or service management platform\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW256496659 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW117818228 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW117818228 BCX8\u0026quot;\u0026gt;Strong organizational skills with the ability to manage multiple requests, priorities, and follow-up actions in a fast-paced environment\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW117818228 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW245539383 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW245539383 BCX8\u0026quot;\u0026gt;Experience documenting processes, workflows, and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW245539383 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW239655557 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;Excellent written and verbal communication skills with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;a strong\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;\u0026amp;nbsp;customer service orientation\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW239655557 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW241101952 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW241101952 BCX8\u0026quot;\u0026gt;Ability to work effectively with employees, vendors, and cross-functional partners\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW241101952 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW227651661 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW227651661 BCX8\u0026quot;\u0026gt;Experience supporting Workplace Services, Facilities, Real Estate, or Office Operations teams\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW227651661 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW242105939 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW242105939 BCX8\u0026quot;\u0026gt;Familiarity with facilities request management, vendor coordination, and workplace operations processes\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW242105939 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW101877429 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW101877429 BCX8\u0026quot;\u0026gt;Experience tracking service metrics, SLAs, and operational reporting\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW101877429 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW91284406 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW91284406 BCX8\u0026quot;\u0026gt;Knowledge of office moves, space planning support, or workplace readiness activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW91284406 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW114383523 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW114383523 BCX8\u0026quot;\u0026gt;Proficiency in Microsoft Office, including Outlook, Excel, and Teams\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW114383523 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;About Focus Financial Partners\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false\u0026amp;amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892\u0026amp;amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO\u0026quot;\u0026gt;www.focusfinancialpartners.com\u0026lt;/a\u0026gt;\u0026amp;nbsp;or follow the company on\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;em\u0026gt;The following language is for US based roles only\u0026lt;/em\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants:\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":112}}