Jobs at Focus Partners Wealth

Lead end-to-end analytics and data product work for Employee and Corporate Finance domains: source system discovery (notably Workday), source-to-target mapping, curation into a unified data model, stakeholder partnership, prototyping with code and visualizations, backlog ownership, and ongoing validation and support of business-facing data products.

Partner with Wealth Advisors to develop and implement holistic financial plans (retirement, tax, estate, insurance, investments). Manage client communications, execute portfolio actions with the Portfolio Management team, maintain CRM records, perform billing reviews, and support firm strategy. Hybrid role with some in-person client meetings and occasional travel.

The Associate Wealth Advisor works closely with Wealth Advisors to create personalized financial plans, enhance client relationships, and manage investment strategies, focusing on retirement, tax, and estate planning.

The Senior Investment Strategist collaborates with advisors and clients to support investment strategy discussions, portfolio building, and market analysis, enhancing business growth.

Support Wealth Advisors in creating and implementing holistic financial plans across retirement, tax, estate, risk, and investment planning. Manage client communications, execute portfolio trades with Portfolio Management, maintain CRM records, perform billing reviews, and contribute to advisory team business planning. Hybrid role with some in-person client meetings and occasional travel.

The Associate Wealth Advisor collaborates with Wealth Advisors on financial planning, client communications, and developing investment strategies for clients with a focus on personalized service and client relationships.

The Performance Marketing Manager executes and optimizes paid digital acquisition campaigns, manages budgets, collaborates with agencies, and monitors campaign performance to generate investor leads.

Support Wealth Advisors by building and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, maintaining CRM records, leading client communications, performing billing reviews, and contributing to firm planning and strategic priorities. Remote role with some in-person meetings required.