jobs description

The Associate will be a part of Focus' Partnerships team, and will play a vital role in supporting and driving growth for our partner 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.

Primary Responsibilities

1. Serve as a junior relationship manager to Focus partner firms, in a team-based delivery model.
2. Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on strategic initiatives to drive growth, improve business efficiency, and improve sustainability.
3. Analyze P&L changes across firms and identify areas to drive change across our partner firms.
4. Support teamwide initiatives and projects to drive financial impact at Focus HQ.
5. 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 partner firms.

Qualifications

1. 2-4 plus years of combined experience working in wealth management and/or consulting (with a focus on financial services).
2. Understanding and knowledge of the RIA marketplace and RIA operations is a plus (but not required).
3. Experience in business development, marketing, or financial analytics a plus.
4. Prior practice management or consulting experience a plus.
5. Demonstrated leadership and ability to be a self-starter.

Compensation

$100,000 - $125,000 a year

About Focus Financial Partners

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

The annualized base pay range for this role is expected to be between $100,000 - $125,000. 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.

#J-18808-Ljbffr
New York NY United States

salary-criteria

Apply - Associate, Partnership Strategy