Focus Partners Wealth

Operations

• Lead Service & Operations integration activities for acquisitions from due diligence and planning through post-close implementation and stabilization.
• Partner with Corporate Development and Onboarding & Integration during acquisition planning to assess Service & Operations impacts, integration readiness, and implementation requirements.
• Partner with business leaders to assess current-state operating models, business processes, organizational structures, and service models.
• Develop integration plans that align acquired firms to the Focus Partners Wealth operating model.
• Serve as the primary point of coordination for Service & Operations throughout the integration process.
• Provide regular updates to Service & Operations leadership on integration progress, risks, decisions, and resource needs, ensuring timely escalation and informed decision-making.
• Develop and maintain project plans, milestones, timelines, risks, dependencies, and status reporting.
• Serve as an extension of Service & Operations Leadership Team representing leadership priorities, facilitating cross-functional alignment for M&A related activities, and ensuring integration activities remain aligned with S&O organization’s model and strategic priorities.
• Coordinate activities across Advisory Leadership, Onboarding & Integration (O&I), Corporate Development, Client Service, Core Operations, Platform Operations, Technology, Compliance, Human Resources, and other business partners.
• Monitor progress, resolve issues, and escalate risks or decisions to leadership.
• Ensure successful integration implementation, post-close stabilization, and transition to steady-state operations.
• Partner with S&O leaders and Advisory Leadership to drive change management, communication, and adoption strategies that successful implementation of new processes, roles, and operating models.
• Coordinate Service & Operations onboarding, operational readiness, and knowledge transfer activities for newly acquired associates throughout the integration lifecycle.
• Partner with Onboarding & Integration and Service & Operations leaders to deliver role specific process guidance, workflow support, and onboarding support through post-close stabilization.
• Transition ongoing associate development, continued education, and long-term training ownership to the Client Service Training manager as acquired firm moves into steady-state operations.

Service & Operations Integration 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

Advisor

• Serve as a primary contact point between WealthTech platform support teams and Focus advisory teams
• Respond to advisor inquiries, troubleshoot basic platform issues, and escalate more complex items to senior team members or vendors as needed
• Provide baseline training to advisors on WealthTech platforms, including navigation, core functionality, and workflows
• Curate, maintain, and improve training materials to support advisor onboarding and education
• Work collaboratively with internal partners to support platform-related initiatives
• Coordinate with external vendors to log issues and track resolutions
• Identify areas of improvement within WealthTech platforms by analyzing feedback and usage trends

Advisor Platform Specialist

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
• Develops 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 collaboration 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

Wealth Advisor

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create 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.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate 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
• The ability to meet with clients in person. Some travel may be required

Associate Wealth Advisor

Client Services Representative

• Deliver accurate and timely service to advisors and clients
• Take ownership of client issues and work towards prompt resolution
• Handle communications between custodians and Operations with advisors or clients
• Provide comprehensive operational support to clients
• Act as a strong advocate for clients with empathy
• Prioritize and manage multiple requests simultaneously
• Effectively handle a steady flow of diverse requests
• Collaborate with internal teams for cohesive experience
• Utilize CRM platforms like Salesforce to manage cases
• Maintain clear communications with advisors and clients
• Demonstrate care and empathy to help advisors and clients
• High attention to detail for accurate processing
• Contribute to a positive team environment and provide training support

Client Service Specialist

Marketing

• Facilitate, coordinate, and support the execution of marketing initiatives, including collateral, campaigns, and business development efforts that drive growth and market activation.
• Participate in strategic planning discussions to help define efficient, scalable approaches that support successful project delivery.
• Maintain visibility into project status across the team, including ownership transitions, compliance submissions, and approvals.
• Create and own repeatable processes that support market activation efforts across the full workflow from strategy through execution.
• Collaborate with data and analytics teams to define KPIs, track performance, and measure the impact on behalf of team’s active initiatives and campaigns.
• Manage quarterly updates to firmwide statistics used across prospecting and business development materials.
• Gather and synthesize performance data across initiatives to support team-wide reporting on quarterly and annual results.
• In collaboration with relevant team members and departments, coordinate applicable content, populate, and draft institutional RFPs in support of broad business development efforts.
• Collaborate with the firm’s institutional teams to support RFP-related efforts.

Marketing Coordinator

Manager

• Collaborate with Advisory Leadership and colleagues to identify core learning needs
• Update and audit training programs
• Review own work for accuracy
• Track engagement and success of materials
• Facilitate learning sessions for new advisors
• Build relationships with internal subject matter experts

Lead 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.