Senior Associate, Partnership Strategy

Posted 21 Days Ago
Be an Early Applicant
3 Locations
In-Office
135K-150K
Mid level
Consulting • Financial Services
The Role
The Senior Associate will support growth for RIA network firms, manage relationships, analyze P&L changes, and develop strategic initiatives.
Summary Generated by Built In
Position Summary

As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving growth for our RIA network firms in the rapidly evolving RIA sector. This position offers an exciting opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development.

This role is based in San Francisco, CA, St. Louis, MO, and New York, NY.

Primary Responsibilities
  • Serve as a junior relationship manager to Focus network firms, in a team-based delivery model to support the success of firms
  • Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on initiatives to drive growth, improve business efficiency, and improve sustainability
  • Track P&L changes across firms and highlight areas for operational efficiency and growth improvements
  • Develop strategic initiatives and drive analyses to support decision making across Focus network firms
  • Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus network firms

Qualifications
  • 4+ plus years of combined experience working in wealth management and / or consulting (ideally with experience in wealth management and/or financial services)
  • Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA 
  • Experience on a client facing team with revenue and / or asset goals a plus
  • Prior consulting, practice management, and / or wealth management experience a plus
  • Demonstrated leadership and ability to be a self-starter

The annualized base pay range for this role is expected to be between $135,000-$150,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 


#LI-CH1


Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
123 Employees
Year Founded: 2006

What We Do

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.

Similar Jobs

Spectrum Logo Spectrum

ISP Engineer I

Information Technology • Internet of Things • Mobile • On-Demand • Software
In-Office
St Louis, MO, USA

Block Logo Block

Business Development Representative

Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
In-Office or Remote
Saint Louis, MO, USA
74K-101K Annually

Wells Fargo Logo Wells Fargo

Consultant

Fintech • Financial Services
Hybrid
6 Locations
100K-179K Annually

Wells Fargo Logo Wells Fargo

Consultant

Fintech • Financial Services
Hybrid
6 Locations
100K-179K Annually

Similar Companies Hiring

Northslope Technologies Thumbnail
Software • Information Technology • Generative AI • Consulting • Artificial Intelligence • Analytics
Denver, CO
60 Employees
Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account