Jobs at Focus Financial Partners

Support Wealth Advisors in creating and presenting financial plans; implement retirement, tax, estate, insurance, and investment strategies. Partner with portfolio management on trading and tax-loss harvesting, maintain CRM and custodian records, lead client communications, perform billing reviews, and support firm business planning. Hybrid role with some in-person client meetings.

Lead FP&A and analytics for the wealth management business: build and manage a finance data analytics team, create scalable reporting and governance, integrate data across systems, deliver client and firm performance insights, and implement predictive analytics and self-service BI to improve advisor productivity and business outcomes.

The VP of Compensation leads compensation programs across a multi-entity organization, focusing on design, implementation, and management of compensation strategies and structures, ensuring market competitiveness and internal equity.

Lead the firm's accounting function across multiple entities: own monthly/quarterly close, internal controls and SOX reporting, audit coordination, fee billing, and ERP/system transformation (Workday). Manage and develop onshore and offshore accounting teams and deliver accurate financials for CFO and leadership.

The Lead Portfolio Manager will build and execute trades for 7,000+ client accounts, resolve trade issues, and automate processes using Visual Basic and Python.

The Wealth Advisor leads client-focused financial planning, develops investment strategies, partners with teams for business growth, and ensures superior client experiences in wealth management.

The Associate Wealth Advisor partners with Wealth Advisors to create personalized financial plans and maintain client relationships, focusing on investments, risk management, and compliance.

Support Wealth Advisors by creating and presenting financial plans, developing tax/estate/insurance strategies, executing investment and trading recommendations, managing client communications in CRM, and leading select client relationships while collaborating on advisory team initiatives.

The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.

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.

Support accounting team with client onboarding, ASIC and corporate secretarial administration, practice management and workflow coordination, client communication, billing and WIP administration to ensure timely, accurate and professional client service.

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

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 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.

The Trading Associate supports portfolio management and operations by executing trades, reconciling records, ensuring compliance, and communicating market information. The role requires collaboration with various teams and managing options strategies.

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.