Jobs at Focus Financial Partners

The Senior Associate will manage billing operations, ensure timely collections, support internal audits, and drive process improvements.

The Senior IT Project Manager leads complex technology programs, managing project execution, governance, and aligning with business objectives while mentoring teams and ensuring delivery excellence.

Partner with Wealth Advisors to create and implement holistic financial plans covering retirement, tax, estate, insurance, and investment planning. Manage client relationships, execute portfolio recommendations with the Portfolio Management team, maintain CRM records, complete billing and compliance reviews, and support firm strategic priorities. Hybrid role requiring some in-person client meetings.

Lead and deliver IT projects for the wealth management division from the PMO portfolio. Define scope, plans, budgets, manage risks, vendors, and cross-functional teams; report to executives; implement portfolio dashboards and KPIs; run retrospectives; develop and manage project managers to ensure timely, high-quality delivery of enterprise technology programs.

The Associate Wealth Advisor partners with Wealth Advisors to create personalized financial plans and maintain client relationships, focusing on investments, risk management, and compliance.

The Senior Associate in FP&A will manage financial analyses, budgeting processes, and project management while developing executive-level presentations.

The IT Project Manager leads project delivery by coordinating resources, managing risks, and ensuring alignment with strategic objectives while maintaining stakeholder satisfaction.

The Client Portfolio Manager will manage client portfolios, provide investment advisory, collaborate with teams, and support business development efforts while ensuring alignment with client objectives.

Seeking a Machine Learning Engineer with 3 years of experience to develop and deploy ML systems, optimize models, and work collaboratively with teams to enhance ML capabilities.

Support Wealth Advisors by developing and presenting financial plans; implement retirement, tax, estate, insurance, and investment strategies; partner with portfolio management to execute trades and tax-loss harvesting; maintain CRM and custodian systems, lead client communications, perform billing and compliance reviews, and support firm business planning. Hybrid role requires in-person client meetings and some travel.

The Senior Investment Strategist engages with clients and advisors to provide insights on investment strategies, portfolio design, and market trends while creating educational content and supporting business growth.

The Associate Wealth Advisor collaborates with clients to develop financial plans, implement investment strategies, manage client relationships, and ensure compliance while leading some client interactions.

The role involves building data layers, enhancing investment analytics, managing data pipelines, and developing AI-enabled tools to support investment decision-making.

Serve as a client-facing investment professional managing clients' investment and financial plans, preparing meeting materials, analyzing complex wealth topics, supporting client inquiries, driving process improvements, and assisting with new business development while ensuring high levels of client service and confidentiality.

The role involves corporate governance, managing equity matters, financing and securities tasks, and supporting intellectual property efforts.

The Business Analyst will analyze business processes, gather requirements, implement solutions, and improve client experiences in wealth management.

Lead planning, execution, and optimization of paid search and social campaigns to generate qualified investor leads. Manage six-figure monthly media budgets, partner with agencies, run A/B tests, optimize landing pages and funnels, track attribution with analytics/CRM, and report on ROI while identifying new performance channels.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades with portfolio management, managing client communications and billing, and maintaining CRM records. Hybrid role requiring in-person client meetings and collaboration across advisory teams.