Focus Financial Partners

HQ
New York
Total Offices: 3
123 Total Employees
Year Founded: 2006

Teams at Focus Financial Partners

Consulting • Financial Services
The Senior Associate will manage billing operations, ensure timely collections, support internal audits, and drive process improvements.
4 Days AgoSaved
In-Office
2 Locations
Consulting • Financial Services
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.
6 Days AgoSaved
In-Office
Needham, MA, USA
Consulting • Financial Services
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.