Senior Associate, Partnership Strategy
New Yesterday
As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving growth for our RIA network firms in the rapidly evolving RIA sector. This position offers an exciting opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development.
This role is based in San Francisco, CA, St. Louis, MO, and New York, NY.
Primary Responsibilities
Serve as a junior relationship manager to Focus network firms, in a team-based delivery model to support the success of firms
Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on initiatives to drive growth, improve business efficiency, and improve sustainability
Track P&L changes across firms and highlight areas for operational efficiency and growth improvements
Develop strategic initiatives and drive analyses to support decision making across Focus network firms
Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus network firms
Qualifications
4+ plus years of combined experience working in wealth management and / or consulting (ideally with experience in wealth management and/or financial services)
Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA
Experience on a client facing team with revenue and / or asset goals a plus
Prior consulting, practice management, and / or wealth management experience a plus
Demonstrated leadership and ability to be a self-starter
The annualized base pay range for this role is expected to be between $135,000-$150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicants skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.
- Location:
- New York
- Salary:
- £$ - £$ y
- Job Type:
- FullTime