Teams 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.