Position Summary. Focus Partners Wealth is seeking a Director of Client Development. The Director of Client Development is responsible for leading the Client Development (“Inside Sales”) function, driving lead qualification, pipeline conversion, and revenue growth. Reporting to the Chief Growth Officer, the Director of Client Development will oversee a team of business development representatives (“specialists”) responsible for qualifying leads a...
Position Summary. Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 day...
Position Summary. Focus Partners Wealth is seeking a Service Specialist to join our team. The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and...
Position Summary. Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in our Asian Wealth Advisory Practice. You will achieve this by being the first call for any financial guidance and service that our clients need. You will be the primary point of contact for our Asian Clientele as well as be the supporting advisor for others. You will work expeditiously, along wit...
Position Summary. Focus Partners Wealth is seeking a Client Service Specialist to join our team. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the ti...
Position Summary. Focus Partners Wealth (FPW) is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalized experience. The Regional Vice President (RVP) is responsibl...
Position Summary. Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to FWP's clients and to the business management division of the company. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day p...
Position Summary. Focus Partners Wealth is seeking a Client Service Specialist. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of...
Position Summary. Focus Partners Wealth is seeking a Client Service Specialist. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of...
Position Summary. Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Colla...
Position Summary. Focus Partners Wealth is seeking a Director of Digital Growth to join our team. The Director of Digital Growth is responsible for driving lead generation, client acquisition and engagement for Focus Partners by translating business growth objectives into measurable marketing strategies. Reporting to the Chief Growth Officer, this role oversees the planning, execution, and measurement of multi-channel digital campaigns that deliv...
Position Summary. Focus Partners Wealth is seeking a highly motivated and detail-oriented Investment Operations Analyst to join our team in New York. This role will support investment operations and reporting for complex portfolios across hedge funds, private equity, SMAs, and other alternative investment vehicles. The ideal candidate brings hands-on experience managing capital activity, coordinating with internal and external stakeholders, and p...
