Focus Partners Wealth

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.

Senior Strategic Initiatives Specialist

• Tax planning and preparation for high-net-worth individuals and their related entities.
• Performing first reviews on certain individual and fiduciary returns.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.
• Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.
• Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

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

Lead Advisor, Development Manager

Vice President

• You’ll be singularly focused on driving growth
• Prospect and win new clients through outbound outreach, COIs, events, and strategic partnerships
• Build and manage a high-quality pipeline of affluent and high-net-worth prospects
• Own the full sales cycle—from first meeting through signed agreement
• Position FPW’s planning-led, fiduciary value proposition in a competitive marketplace
• Partner closely with advisors and specialists to deliver compelling, customized proposals
• Seamlessly transition clients to the advisory team post-close

Lead Development Manager

Senior Strategic Initiatives Specialist

Senior Tax Associate

Lead Advisor, Development Manager

Associate Vice President – Client Development