Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week.
- Lead, coach, and mentor a team of operations professionals.
- Foster a culture of accountability, collaboration, continuous improvement, and exceptional service.
- Conduct regular performance discussions, provide coaching and feedback, and support employee development.
- Manage daily team operations, workforce planning, and employee-related matters.
- Oversee investment accounting activities, transaction processing, and portfolio record maintenance within Addepar.
- Lead investment performance calculations and reporting.
- Manage the production and delivery of monthly client statements.
- Supervise daily operational workflows, data loads, and service requests
- Oversee core operational processes and ensure work is completed accurately, efficiently, and within established service levels.
- Identify opportunities to improve workflows, increase scalability, and enhance the overall client and employee experience.
- Develop and maintain operational procedures and best practices.
- Lead process improvement initiatives and partner with stakeholders to implement solutions.
- Partner closely with Client Service, Trading, Advisory teams, Technology, and other business partners to support operational initiatives and resolve escalated issues.
- Serve as a key resource for addressing complex operational challenges and identifying long-term solutions.
- Support organizational projects and strategic initiatives that enhance business effectiveness.
- Promote operational controls and quality assurance practices that support data accuracy and consistency.
- Oversee operational reviews and audits to ensure adherence to internal standards and regulatory requirements.
- Help maintain a strong culture of accuracy, compliance, and operational excellence.
- Bachelor's degree required; Finance, Business, Economics, Accounting, or related field preferred.
- 10+ years of experience in financial services operations, wealth management operations, investment operations, or a related field.
- 5+ years of people leadership experience with demonstrated success developing high-performing teams.
- Familiarity with Addepar or similar investment reporting and portfolio management platforms.
- Advanced Excel skills.
- Intermediate to advanced experience with Addepar.
- Experience with CRM systems; Dynamics 365 or Salesforce preferred.
- Proficiency with Microsoft Office Suite.
- Strong leadership, coaching, and talent development skills.
- Excellent communication and relationship-building abilities.
- Strong analytical thinking and problem-solving skills.
- Experience leading operational improvements and change initiatives.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong attention to detail and commitment to quality.
This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000 - $175,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
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.
Skills Required
- Bachelor's degree (Finance, Business, Economics, Accounting, or related field preferred)
- 10+ years experience in financial services operations, wealth management operations, or related field
- 5+ years people leadership experience with demonstrated success developing high-performing teams
- Advanced Excel skills
- Proficiency with Microsoft Office Suite
- Experience with Addepar or similar investment reporting and portfolio management platforms
- Experience with CRM systems (Dynamics 365 or Salesforce preferred)
- Experience leading operational improvements, process improvement initiatives, and cross-functional projects
- Strong leadership, communication, analytical thinking, and attention to detail
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
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.
