Teams at Focus Partners Wealth

Manage onboarding and integration of acquired wealth management offices, coordinate custodial transitions, provide training and operational support, serve as escalation point, ensure timely reporting and documentation, and collaborate with cross-functional teams to ensure seamless transitions and client retention.

Support the Wealth Management Team by preparing and reviewing subscription documents, managing KYC/AML requirements, onboarding alternative investments, tracking deadlines and capital activity, reconciling transactions, maintaining client records and CRM, assisting audits, and improving operational processes and reporting.

Serve as liaison between advisory teams and WealthTech platform support; respond to advisor inquiries, troubleshoot and escalate issues, deliver baseline training, maintain training materials, coordinate with vendors and internal partners, support testing and platform improvements to ensure data accuracy and a consistent advisor experience.