Jobs at Focus Financial Partners

Partner with Wealth Advisors to create and present comprehensive financial plans, model complex client situations, lead client communications, manage prospect pipelines and onboarding, develop planning recommendations across retirement, tax, estate, risk, and investments, and collaborate with portfolio management to approve and execute portfolios and trades.

The Wealth Advisor will focus on business development, building client relationships with high-net-worth individuals, and assisting in client service operations. Responsibilities include networking, managing client needs, and understanding investment strategies.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.

Seeking a Machine Learning Engineer with 3 years of experience to develop and deploy ML systems, optimize models, and work collaboratively with teams to enhance ML capabilities.

Support daily operations and maintenance of reporting platforms: configure and validate reports/dashboards, monitor data quality, investigate issues, maintain documentation, assist testing, and respond to user inquiries while coordinating with platform managers and data teams.

The IT Project Manager leads project delivery by coordinating resources, managing risks, and ensuring alignment with strategic objectives while maintaining stakeholder satisfaction.

Support Wealth Advisors by developing and presenting financial plans; implement retirement, tax, estate, insurance, and investment strategies; partner with portfolio management to execute trades and tax-loss harvesting; maintain CRM and custodian systems, lead client communications, perform billing and compliance reviews, and support firm business planning. Hybrid role requires in-person client meetings and some travel.

The Senior Investment Strategist engages with clients and advisors to provide insights on investment strategies, portfolio design, and market trends while creating educational content and supporting business growth.

The Associate Wealth Advisor supports Wealth Advisors in developing personalized financial plans, client communication, investment strategies, and overall client service.

The Operations Specialist will support client account servicing, liaise with advisors and custodians, and ensure efficient processing of requests. Collaboration and flexibility are key in handling high-volume tasks.

Administer, configure, and enhance the ServiceNow platform by translating stakeholder requirements into functional specs, designing workflows, automation, integrations, and access controls. Own modules (Incident, Change, CMDB, etc.), lead upgrades and testing, enforce governance and data integrity, troubleshoot complex issues, maintain documentation, and recommend remediation for technical debt to ensure platform security, compliance, and operational effectiveness.

The Associate will support M&A activities, conducting financial analysis, due diligence, and deal structuring, while coordinating across teams for successful execution of deals.

The Associate Wealth Advisor collaborates with clients to develop financial plans, implement investment strategies, manage client relationships, and ensure compliance while leading some client interactions.

The Investment Operations Analyst supports investment decision-making, manages data reconciliation, conducts client reporting, and assists with portfolio trading and manager due diligence.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, managing client communications and CRM records, performing billing reviews, and participating in team business planning. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement/tax/estate/investment strategies, managing client communications, executing trades with Portfolio Management, maintaining CRM records, and participating in advisory team business planning. Hybrid role with occasional in-person meetings.

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, monitoring portfolios, documenting client interactions, executing trades with Portfolio Management, handling billing and compliance, and serving as a day-to-day client contact while mastering firm technology and investment philosophy.

Serve as a client-facing investment professional managing clients' investment and financial plans, preparing meeting materials, analyzing complex wealth topics, supporting client inquiries, driving process improvements, and assisting with new business development while ensuring high levels of client service and confidentiality.

The role involves building data layers, enhancing investment analytics, managing data pipelines, and developing AI-enabled tools to support investment decision-making.

The Hybrid Wholesaler manages relationships with financial advisors, driving asset growth through engagement and education about products and market strategies.