Jobs at Focus Financial Partners

As a Senior Paraplanner, you will support financial advisers by preparing advice documents, providing technical guidance, ensuring compliance, and improving processes in financial services.

The Business Manager oversees client accounts, managing client relationships and operations while ensuring compliance and tax management. This includes coordinating financial activities and providing proactive solutions to clients' needs.

The VP, Partnership Strategy at Focus Financial Partners will manage relationships with 50+ partner firms, enhance operational efficiency, and drive strategic growth initiatives in the wealth management sector.

The Risk Operations Specialist supports the Cybersecurity program by managing risk and vulnerabilities, conducting audits, and maintaining dashboards to track KPIs.

The Performance Marketing Manager will execute and optimize paid digital acquisition programs, manage budgets, collaborate on strategies, and analyze performance for lead generation.

The Senior IT Project Manager leads complex technology programs, managing project execution, governance, and aligning with business objectives while mentoring teams and ensuring delivery excellence.

The CFO of Business Management oversees finance operations, provides strategic guidance, and drives growth through planning, budgeting, and process improvements.

Provide paralegal support for business management agreements and related legal operations: draft and maintain templates, manage signature processes and records, coordinate with legal, finance, and business teams, prepare status reports, support document collection for disputes, and improve agreement-management workflows.

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.

Support nonprofit investment portfolios through preparation of monthly and quarterly reports, performance and attribution analysis, risk and liquidity monitoring, private equity reconciliations, custodian data review, audit and tax support, transaction management, and ad hoc analytical projects to assist client service and operations teams.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, managing client communications and CRM records, collaborating on portfolio execution and trading, and participating in team business planning and billing reviews.

Lead and optimize Workday Core Financials, drive governance, manage enhancements, and support financial operations for stakeholder needs.

The Lead ServiceNow Administrator is responsible for platform administration, stability, integrations, and continuous improvement of ServiceNow systems in a financial services environment, overseeing technical audits and managing ITSM processes.

The Associate Wealth Advisor collaborates with advisors to manage client relationships, develop financial plans, and execute investment strategies while ensuring service excellence and compliance in financial operations.

Partner with Wealth Advisors to create and implement holistic financial plans covering retirement, tax, estate, insurance, and investment planning. Manage client relationships, execute portfolio recommendations with the Portfolio Management team, maintain CRM records, complete billing and compliance reviews, and support firm strategic priorities. Hybrid role requiring some in-person client meetings.

The Associate Wealth Advisor develops and presents financial plans, manages client relationships, and supports financial advisors in various areas including investments and compliance.

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 Analyst in Talent Operations provides administrative support across recruiting and onboarding, coordinating logistics, data management, and improving processes for a seamless experience.

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.