Teams 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.