Summary
Focus Partners Wealth is seeking a Strategy Advisor to join our team! This is a newly created position meant to be the primary point of contact for Focus Financial Partner's proprietary strategies segment. The proprietary strategies segment is an extension of Colony Investment Management, whose objective is to develop and maintain strategically important strategies for the firm’s varied client types. Because this is a new position, the strategy advisor will play an integral role in developing this new team in support of the broader growth goals of the company.
Primary Responsibilities
Client Relationship Management
- Serve as the primary point of contact for clients assigned to the proprietary strategy segment.
- Develop communication program with end clients using approved collateral.
- Work with Financial Advisory team to identify financial planning opportunities.
Select Institutional Relationship Management
- Maintain and modify institutional client Investment Policy Statement (IPS), understanding and documenting any special areas of focus or restrictions (i.e. ESG).
- Engage (inbound/outbound) with relationship stakeholders and decision-makers.
- Organize quarterly client review meetings/update calls whether virtual or in-person.
- Analyze cash flow as needed.
- Anticipate needs of the institutional clients based on client service model.
Custom Reporting
- Perform manager/strategy attribution as needed.
- Develop and implement institutional client performance scorecard and quarterly reporting package.
Marketing Support
- Assist the CIO and Managing Director in preparing high-quality marketing pitch decks, factsheets, and associated materials for proprietary strategy segment.
- Collaborate with marketing team to introduce new client engagement activities.
Account Maintenance Support
- Understand key custodian capabilities and limitations, facilitating optimal delivery of CIM proprietary strategies.
- Support account opening and modification where needed.
- Assist with money movements and securities transactions where needed.
Qualifications:
- 5+ years in a role that requires regular engagement with end clients.
- Bachelor’s degree required.
- Pursuit of an investment designation within 12 months of hiring (e.g. CFA, CAIA, CIMA, CFP)
- Willingness to travel up to 10% of the time.
- Exceptional communication and presentation skills.
- Demonstrates a strong sense of professional and personal integrity and high ethical standards.
- Expert in Microsoft Office Suite with advanced experience in Excel functionality.
The annualized base pay range for this role is expected to be between $125,000-$135,000. 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-JS1
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
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 California Applicants: Information on your California privacy rights can be found here
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.
Similar Jobs
What We Do
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.
