Focus Financial Partners

Manager

• 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.

Senior Strategic Initiatives Specialist

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Senior Tax Associate

• 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

Vice President

• Own and execute end-to-end compensation planning cycle, including Workday configuration, data validation, governance, and stakeholder alignment.
• Serve as the functional lead for Workday Compensation, including design, configuration, and optimization of compensation modules and planning cycles.
• Partner with HR Operations to design and implement job architecture and leveling frameworks, ensuring alignment with compensation strategy, salary structures, and internal equity.
• Drive broad-based compensation strategy, including base salary, annual incentives, and workforce segmentation.
• Develop reporting and dashboards to enhance data transparency, support decision making, and improve the efficiency of compensation processes.
• Partner with HR and business leaders to build, standardize, and scale compensation practices across a multi-entity environment.
• Lead market benchmarking and pay equity analyses, translating insights into actionable recommendations.
• Establish and maintain governance frameworks to ensure consistency, compliance, and disciplined execution of compensation programs across entities.
• Build processes that enable efficient administration and data integrity across compensation programs.
• Support executive compensation programs as needed, in partnership with senior leadership.
• Stay informed on market trends, regulatory developments, and best practices in broad-based compensation, incentive pay, and executive compensation within the industry.
• Partner with Finance, Legal, and HR leaders to ensure alignment between compensation strategy, budgets, and overall business strategy.
• Provide coaching and training to HR and business leaders on compensation practices and policies.
• Build strong relationships with leaders in both wealth management and business management lines to address their unique needs.

VP of Compensation

• Driving growth through prospecting and winning new clients
• Building and managing a high-quality pipeline of affluent and high-net-worth prospects
• Owning the full sales cycle—from first meeting through signed agreement
• Positioning FPW’s planning-led, fiduciary value proposition in a competitive marketplace
• Partnering closely with advisors and specialists to deliver compelling, customized proposals
• Seamlessly transitioning clients to the advisory team post-close

Lead Advisor Development Manager

Senior Strategic Initiatives Specialist

Senior Tax Associate

Lead Advisor Development Manager

VP of Compensation

Associate Vice President – Client Development