Jobs at Focus Financial Partners

The Operations Manager oversees the client service team, manages operational workflows, monitors cash flow, enhances CRM systems, and ensures operational accuracy and efficiency in a wealth management firm.

Prepare comprehensive financial plans for high-net-worth clients, utilizing eMoney for modeling and analysis, while collaborating with senior advisors and contributing to client meetings.

Lead ETF business development by building relationships with RIAs, family offices, and wealth managers. Prospect, educate, and convert advisors on ETF implementation and portfolio construction. Partner with leadership on market strategy, contribute to thought leadership, represent the firm at events, and provide market feedback to shape product positioning and growth.

Lead ServiceNow platform administration focusing on scalability, governance, stability, and performance. Design/configure solutions, manage upgrades, troubleshoot complex incidents, maintain CMDB data quality, administer integrations and MID Servers, create documentation and runbooks, mentor junior admins, and reduce technical debt and platform risk.

Support Private Wealth sales team by maintaining Salesforce data quality, producing targeted prospect lists and dashboards from multiple platforms, handling administrative tasks (DDQs, meeting materials, follow-ups), and coordinating with operations, analytics, and product teams to streamline outreach and increase sales efficiency for RIAs and family offices.

Designs and delivers advisor development programs and onboarding, facilitates cohort learning, partners with advisory leadership and SMEs, maintains curriculum and materials, measures program effectiveness, and supports advisor skill and technology adoption to improve client and advisor outcomes.

Support the firm's operations and client service functions including client/account onboarding, fund and asset movement, client and custodian interaction, reconciliation investigation and resolution, internal reporting, and participation in system/workflow enhancements and special projects. Work closely with senior management and the broader team to address client issues and operational needs.

Manage middle-office activities including client onboarding, asset transfers, cash payments, reconciliations, account maintenance and reporting. Maintain databases/CRM, streamline processes, develop workflows and checklists, ensure data integrity and compliance, and act as central contact between front office and operations teams.

Conduct fundamental equity research across Financials (digital assets, asset managers, payments, banks, fintech). Build and maintain financial models, prepare research reports and stock pitches, monitor holdings and industry developments, synthesize filings and calls, collaborate with portfolio managers, present recommendations, and support firm-wide ad hoc research.

Provide administrative and operational support to senior leadership: manage calendars, travel, expense reports, document preparation and filing, client communication, billing, timesheets, and office tasks. Maintain confidentiality, prepare Excel reports, use DocuSign and ShareFile, and assist with ad hoc operational duties to keep firm operations running smoothly.

Serve as a trusted client contact supporting Wealth Managers: client onboarding, account maintenance and transactions, portfolio rebalancing, meeting preparation, coordinating with external advisors, and contributing to operational improvements and firm projects while delivering high-touch service.

Lead Salesforce-focused business analysis for advisor and operations teams: gather requirements, design workflows, create user stories and acceptance criteria, manage testing and release readiness, support full project lifecycle, drive process improvements, and coordinate stakeholders to increase adoption and operational efficiency.

Lead and deliver IT projects for the wealth management division from the PMO portfolio. Define scope, plans, budgets, manage risks, vendors, and cross-functional teams; report to executives; implement portfolio dashboards and KPIs; run retrospectives; develop and manage project managers to ensure timely, high-quality delivery of enterprise technology programs.

Lead a team owning adoption, deployment, and continuous improvement of advisor-facing wealth technology. Act as product owner for tools, manage vendor relationships, ensure access controls and data integrations, coordinate cross-functional releases, triage issues, gather advisor feedback, and drive projects to improve advisor and client experience.

Serve as product owner for advisor-facing wealth technology: drive deployment, adoption, vendor management, integrations, access controls, testing, release readiness, and continuous improvement. Lead cross-functional projects, triage issues, translate advisor feedback into requirements, and communicate status to stakeholders to ensure platforms meet advisor and client needs.

Build and maintain Power BI reports and Snowflake-based semantic model consumption; administer Power BI tenant (RLS, gateways, capacity); develop interactive data apps (Streamlit, React + FastAPI) hosted in Snowflake; use AI-assisted coding; collaborate with data engineers and stakeholders; manage CI/CD, version control, performance tuning, and access governance.

Design, build, and maintain MART-layer data products and semantic models using governed enterprise data. Translate business needs into reusable metrics and transformations, ensure data quality, documentation, lineage, and access controls, and partner with engineering, BI, and business stakeholders to support dashboards, AI, APIs, and operational integrations.

Operate and ensure reliability of ELT/data and integration pipelines (Airflow, Azure Integration Services). Monitor SLAs, respond to incidents, perform root cause analysis, manage Snowflake RBAC, support deployments (dbt, GitHub Actions), optimize performance, and collaborate across engineering, security, and analytics teams to maintain secure, on-time data delivery.

Manage the Large Cap Growth portfolio: research, recommend, and manage stocks; deliver research materials; manage client investment relationships, lead client meetings, delegate planning and service tasks, and help grow client relationships.

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.