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Associate, Partnership Engagement

The Associate will be a part of Focus' Partnerships team, and will play a vital role in supporting and driving growth for our partner 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.

 

Primary Responsibilities

      Serve as a junior relationship manager to Focus partner firms, in a team-based delivery model

      Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on strategic initiatives to drive growth, improve business efficiency, and improve sustainability

      Analyze P&L changes across firms and identify areas to drive change across our partner firms

      Support teamwide initiatives and projects to drive financial impact at Focus HQ

      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 partner firms

 

Qualifications

      2-4 plus years of combined experience working in wealth management and / or consulting (with a focus on financial services)

      Understanding and knowledge of the RIA marketplace and RIA operations is a plus (but not required)

      Experience in business development, marketing, or financial analytics a plus

      Prior practice management or consulting experience a plus

      Demonstrated leadership and ability to be a self-starter


$100,000 - $125,000 a year

About Focus Financial Partners

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

 

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

 

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

 

The annualized base pay range for this role is expected to be between $100,000 - $125,000.  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 applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other reward may include an annual cash bonus and a comprehensive benefits package.

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CEO of Focus Financial Partners
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Ruediger (Rudy) Adolf
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Average salary estimate

$112500 / YEARLY (est.)
min
max
$100000K
$125000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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We want to be the partnership of choice for entrepreneurial, growth-oriented, fiduciary wealth management firms.

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Full-time, on-site
DATE POSTED
October 10, 2024

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