Focus Financial Partners

Account Executive

• Record cash receipts, credit card statements, invoices and disbursements; performs bank and brokerage reconciliations timely, records journal entries
• Manage entry and execution of accounts payable and receivable process daily, including maintaining all vendor and client information
• Record weekly, monthly, and annual payroll expenses
• Take ownership of bill pay cycle by monitoring bill pay and vendor reports; assist in maintaining support schedules and work papers
• Prepare and review vendor reports; collect, process and associate invoices, cash and receipts
• Participates in meetings, group discussions and/or conference calls
• Share information with team members on a regular basis
• Assist in preparation of deliverables to support client relationships
• Project management; participate in information collection

Account Associate

Growth Marketing

• Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
• Generate new business opportunities through proactive outbound prospecting and networking.
• Build and manage a healthy pipeline of prospective advisor relationships.
• Convert opportunities into long-term client partnerships and ETF allocations.
• Expand the firm's presence within the evidence-based investing community.
• Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies.
• Serve as a trusted resource for advisors evaluating investment implementation decisions.
• Differentiate the firm's investment philosophy through thoughtful, consultative conversations.
• Build credibility and long-term relationships based on trust and expertise.
• Partner with leadership to refine business development strategy and market positioning.
• Contribute to marketing initiatives, advisor education, and thought leadership content.
• Represent the firm at conferences, industry events, and advisor meetings.
• Provide market feedback to help shape future product positioning and growth initiatives.

ETF Growth Lead

Manager

• Serve as a key facilitator and instructor for advisor development programs, onboarding experiences, and cohort-based learning initiatives.
• Deliver engaging, practical training that develops advisory expertise, client relationship skills, planning discipline, technology adoption, and practice management capabilities.
• Design, enhance, and maintain advisor development curriculum, facilitator guides, presentations, participant materials, and supporting resources.
• Ensure learning content reflects firm philosophy, client experience standards, operating procedures, and advisor best practices.
• Maintain training content to ensure accuracy, relevance, compliance, and alignment with organizational priorities.
• Monitor program effectiveness, participant engagement, and learning outcomes, making continuous improvements based on feedback and business needs.
• Partner with Advisory Leadership and cross-functional teams to identify advisor learning needs and development priorities.
• Collaborate with internal subject matter experts to deliver timely, relevant learning opportunities and resources.

Senior Development Manager

Performance Marketing

• Plan, execute, and optimize paid search and paid social campaigns across Google, Bing, LinkedIn, and Meta
• Manage performance of six‑figure monthly digital media budgets
• Partner with external agencies on campaign execution, strategy, and reporting
• Develop and manage campaign targeting, audience strategies, and keyword portfolios
• Optimize landing pages and conversion paths in collaboration with the web team
• Implement structured A/B testing programs for creative, messaging, and offers
• Monitor campaign performance and deliver regular reporting on ROI and lead quality
• Collaborate with analytics and CRM teams to ensure accurate tracking and attribution
• Identify opportunities to expand into new performance channels

Senior Performance Marketing Manager

General

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develop a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Resource and collaborate with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Associate Wealth Advisor

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Create holistic investment strategy for each client
• Lead client communications and interactions
• Engage in advisory team business planning efforts

Operations

• Manage and mentor a team of infrastructure security professionals.
• Oversee the end-to-end vulnerability management program.
• Ensure robust endpoint security by overseeing the team’s management of antivirus/EDR solutions.
• Direct the operational management of network and application security controls.
• Ensure that infrastructure operations consistently comply with enterprise security policies, baselines, and regulatory requirements.
• Collaborate with Cloud, Systems, Network, and Identity & Access Management (IAM) teams to integrate security requirements into infrastructure builds and changes.
• Provide oversight for the enterprise’s privileged access management (PAM) operations and tooling.
• Ensure effective operation of key infrastructure security tools and monitoring processes.
• Represent the IPO team in governance processes and Architecture Review Board (ARB) discussions.
• Maintain disaster recovery (DR) readiness for IPO-managed security tools and processes.
• Drive alignment between Security Engineering priorities and Infrastructure Operations and Architecture outcomes.

Senior Manager, Infrastructure Protection Operations

• The Lead Advisor Development Manager is responsible for the development, administration, and execution of various learning experiences for Focus advisor associates.
• Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the Advisor community.
• Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging.
• Review their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards.
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed.
• Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community.
• Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities.

Lead Advisor Development Manager

Strategy

• Own individual workstreams within the AI Strategy Program and other cross-functional initiatives — structure the work, drive to decisions, and deliver outputs on timeline.
• Build and maintain the operating infrastructure for complex projects: project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.
• Triage incoming requests and competing priorities across the team’s portfolio; keep the team’s attention on the highest-leverage work.
• Build financial models, business cases, and ROI frameworks to support strategic decisions — clean, accurate, and built to be used, not just filed.
• Conduct competitive intelligence and market research; synthesize findings into executive-ready summaries and recommendations.
• Support initiative tracking and KPI dashboards that connect strategic priorities to measurable outcomes.
• Prepare board materials, executive presentations, and governance committee deliverables; own the quality of the narrative and the numbers.
• Represent the Strategic Initiatives team in cross-functional meetings; keep stakeholders aligned and accountable without positional authority.
• Translate complex, ambiguous situations into crisp problem statements and structured options for senior decision-makers.
• Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake process, governance committee operations, and pilot program management.
• Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.
• Serve as a credible, hands-on user of AI tools; bring practical experience to conversations about where and how AI creates value at Focus.

Account Associate

ETF Growth Lead

Senior Development Manager

Senior Performance Marketing Manager

Associate Wealth Advisor

Associate Wealth Advisor

Senior Manager, Infrastructure Protection Operations

Lead Advisor Development Manager

Senior Strategic Initiatives Specialist