Position Summary

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.

This role is based in San Francisco, CA or New York, NY.

Primary Responsibilities

Serve as a junior relationship manager to Focus network firms, in a team-based delivery model to support the success of firms
Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on initiatives to drive growth, improve business efficiency, and improve sustainability
Track P&L changes across firms and highlight areas for operational efficiency and growth improvements
Develop strategic initiatives and drive analyses to support decision making across Focus network firms
Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus network firms

Qualifications

2-3+ years of combined experience working in wealth management and / or consulting (ideally with experience in wealth management and/or financial services)
Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA
Proficiency in Microsoft Excel and PowerPoint applications
Experience on a client facing team with revenue and / or asset goals a plus
Prior consulting, practice management, and / or wealth management experience a plus
Demonstrated leadership and ability to be a self-starter

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000. 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'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.

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About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

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For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law.

Associate, Partnership Strategy

Position Summary

Primary Responsibilities

Qualifications

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Focus Financial Partners