Jobs at Focus Financial Partners

Supports wealth management Advisors with client service, advice documentation, portfolio administration, transactions, settlements, reporting, compliance, and business development activities. Maintains accurate records, coordinates client and portfolio actions, prepares meeting and proposal materials, responds to queries, and collaborates with investment, operations, middle-office, and compliance teams to deliver high-quality service to high-net-worth and ultra-high-net-worth clients.

Supervises accounting and taxation work, reviews financial statements and tax returns, provides technical guidance on Australian tax law and compliance, supports client meetings and queries, coordinates workflows and deadlines, handles escalations, and mentors accountants and offshore team members.

Reviews financial statements and tax returns, provides technical guidance on Australian tax matters, supports client meetings and ATO correspondence, coordinates workflow and deadlines, resolves complex issues, and mentors junior and offshore accountants while ensuring compliance and quality standards.

Supports senior wealth managers and an established book of high-net-worth clients. Responsibilities include client relationship servicing, account opening and maintenance, transfers, money movement, portfolio reviews, reporting, meeting preparation, account monitoring, documentation, and coordination across custodians and internal teams. The role requires strong communication, organization, discretion, investment knowledge, and attention to detail, with opportunities to assume increasing responsibility for client relationships and progress toward broader wealth manager responsibilities.

Serve as a senior investment advisor to ultra-high-net-worth families, business owners, institutions, and sophisticated investors. Develop client and prospect relationships, generate business opportunities, provide guidance on investment, tax, estate, succession, liquidity, and wealth strategies, and coordinate with internal and external professionals. Communicate investment expertise, support firm growth, participate in investment discussions, mentor colleagues, and develop broader leadership responsibilities.

Own middle-office administrative and operational processes supporting wealth management teams, including client onboarding, asset transfers, cash payments, reconciliations, custody sweeps, account maintenance, data entry, and reporting. Maintain accurate records across databases and CRM systems, support compliance and data governance, and improve workflows through templates, checklists, and process automation. Collaborate with investment, client relationship, advisory, and operations teams to ensure efficient handoffs and timely task completion.

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.

Supports real estate acquisitions across underwriting, financial modeling, due diligence, financing, structuring, closing, and investment transition. Builds models in Excel and ARGUS Enterprise, analyzes market data, prepares investment committee materials, coordinates stakeholders, evaluates transaction terms, and communicates acquisition updates. The role also collaborates with data science teams on AI-driven analytics and contributes to process improvements while managing multiple investment opportunities and deadlines.

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.

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.

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 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.