Position Summary 

The Financial Accountant is an internal accounting role responsible for delivering accurate and timely financial reporting, maintaining balance sheet integrity, and supporting month‑end processes across Focus Partners Australia and related entities.

The role supports the broader Focus network by providing reliable financial information, strong collaboration across teams, and a responsive internal service mindset. While the role does not involve direct external client engagement, all team members across the Focus network are considered key internal stakeholders.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

Financial & Management Accounting

• Prepare and manage month-end close processes, ensuring accuracy, completeness, and adherence to reporting deadlines.
• Prepare journals, accruals, prepayments, and other month-end adjustments.
• Perform balance sheet reconciliations and investigate and resolve discrepancies in a timely manner.
• Support management and statutory reporting through accurate data preparation, analysis, and commentary as required.
• Prepare consolidated financial reports.
• Perform and review bank reconciliations.
• Prepare and lodge BAS, IAS, and FBT returns, and liaise with external tax advisers as required.
• Oversee and support external audit processes, ensuring all audit requirements are met within agreed timeframes.

FP&A, Budgeting & Performance

• Lead inputs into the annual budgeting process and rolling forecasts, partnering with business units and Focus Corporate to support robust financial planning.
• Develop and maintain driver-based models, including scenario and sensitivity analysis.
• Monitor financial performance against budget and forecast, providing clear variance analysis and insights to leadership and the Group Head of Finance.
• Deliver monthly performance cadence, including consolidated management packs, KPIs, analysis, and actionable recommendations.

Accounts & Debtors Management

• Oversee and manage debtor balances, including proactive follow-up and resolution of outstanding items.
• Support effective cashflow management through accurate reporting and reconciliation.
• Ensure compliance with RG 166 requirements.

Systems & Entity Accounting

• Support, maintain, and improve accounting systems and processes, including Xero.
• Take end-to-end accounting responsibility for assigned entities within the group.

Quality, Controls & Documentation

• Maintain clear, organised, and audit-ready working papers that appropriately support balances and transactions.
• Ensure accounting records are accurate, complete, and compliant with internal controls and standards.
• Proactively identify errors, inefficiencies, or risks, escalating issues early with practical recommendations for resolution.

Team Contribution & Internal Stakeholder Support

• Work collaboratively with finance team members and stakeholders across the Focus network.
• Provide timely, practical, and solution-focused support to internal stakeholders.
• Contribute positively to team culture through clear communication, adaptability, and shared accountability.
• Support onboarding of new team members and entity transitions to ensure continuity and smooth handovers.

 Qualifications

• Bachelor’s degree in Accounting or related discipline.
• 3+ years relevant experience in financial accounting, internal accounting or group accounting environments.
• Experience using Xero (highly desirable).
• CPA or CA qualification (or working towards)
• Intermediate to Advanced Excel skills.
• Experience using Fathom and Great Plains (preferred but not essential).

Skills and Attributes

• Strong organisation and time management skills, with the ability to manage competing deadlines.
• High attention to detail and commitment to accuracy and quality.
• Adaptable and resilient, with the ability to manage increased workloads and changing priorities.
• Strong communication skills and a collaborative working style.
• Positive attitude with a focus on team goals and continuous improvement.
• Strong internal service mindset, recognising colleagues across the Focus network as key stakeholders.

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

#LI-SF1

Position Summary

The Director, Technology Architecture, Design & Delivery leads the Technology Architecture function within Infrastructure & Operations (I&O). This role partners with I&O Service Owners to design and deliver scalable, secure, standards-aligned infrastructure and integration capabilities that support the firm’s long-term technology strategy. The role owns and operates the Architecture Review Board (ARB) and provides clear technology architecture guidance, standards, and partner/technology recommendations to ensure solutions are supportable, compliant, and built for scale.

This role is expected to directly enable delivery across multiple Technology OKRs by translating strategy into executable architecture decisions, delivery-ready designs, and measurable outcomes, while maintaining transparency of progress, risks, and dependencies through standard delivery governance practices

Primary Responsibilities

Partner with Service Owners to Design and Deliver Strategy-Aligned Capabilities

• Partner with I&O Service Owners to translate service roadmaps and operational priorities into architecture designs and delivery plans aligned to technology strategy and standards.
• Provide early engagement and architectural guidance during intake to reduce rework and accelerate delivery outcomes.
• Coordinate cross-domain architecture alignment across Cloud, Systems, Network, Identity, Infrastructure Protection Operations, Security/Risk, and relevant application teams when designs introduce dependencies or shared impact.

Formal Partnership with Technology Integration (M&A and Consolidation)

• Partner with Technology Integration to ensure consolidation of acquired companies into Focus standards and footprint is guided by sound architecture decisions, reusable integration patterns, and supportable designs.
• Provide architecture direction and design governance for integration-driven initiatives, ensuring migration and consolidation decisions align to defined platform standards and minimize operational risk and rework.
• Contribute standards, reference designs, and documented decisions to support repeatable integration motions and reduce variability in technology onboarding and consolidation outcomes.

Formal Partnership with Cybersecurity Engineering & Risk Management

• Partner with Cybersecurity Engineering & Risk Management to ensure security-by-design requirements are embedded into technology architecture standards, patterns, and ARB decision-making.
• Ensure designs requiring security, risk, compliance, and resiliency/DR review receive appropriate cross-domain assessment as part of ARB governance and documented decisions.

Formal Partnership with Technology PMO (Launch Enablement, Oversight & Reporting)

• Partner with the Technology PMO to facilitate launch readiness for approved initiatives by aligning scope, milestones, dependencies, and governance expectations to PMO oversight and internal delivery standards.
• Ensure architecture-led initiatives are established and maintained in Asana (PMO’s primary project and task management platform) to support consistent planning, ownership clarity, and stakeholder reporting.
• Support PMO-led reporting cadences by providing timely architecture inputs on progress, risks, dependencies, and ARB decisions/conditions so project status reflects accurate decision readiness and execution posture.

Own and Operate the Architecture Review Board (ARB)

• Own and operate the ARB as a collaborative governance forum to ensure significant technology decisions are aligned, secure, scalable, and supportable.
• Ensure ARB remains an enablement mechanism (time-boxed, outcome-focused, early engagement) and not a delivery bottleneck.
• Establish and maintain ARB intake requirements and decision transparency (minutes, decisions, rationale, conditions, and assigned follow-ups).

Technology Architecture Standards, Patterns, and Reference Designs

• Define and maintain technology architecture standards, reusable patterns, and reference architectures for infrastructure and integration solutions (including required diagramming and repository practices).
• Maintain a centralized architecture repository (standards, patterns, diagrams, and decision logs) to enable consistency and repeatability.
• Govern architecture exceptions through documented review, approval/rejection, and explicit risk acceptance where appropriate.
• Develop, maintain, and govern technology architecture policies that drive adherence to approved standards, patterns, and reference designs including defining compliance expectations, monitoring/validating adherence, and managing exceptions through documented ARB review, decisions, and assigned remediation actions.

Partner and Technology Guidance (Selection, Fit, and Standards Alignment)

• Provide guidance and standards on partners and technologies by evaluating options against architecture standards, security/risk requirements, resiliency expectations, and operational supportability.
• Drive consistency in technology selection decisions for in-scope initiatives (e.g., new platforms, vendors, or technologies impacting infrastructure) through ARB review and documented rationale.

Delivery Enablement and Operational Readiness Alignment

• Position technology architecture governance within the delivery lifecycle: Demand Intake → Solutions Review → ARB → Implementation Review → Operational Readiness.
• Ensure changes with material architecture impact receive ARB review prior to implementation and that ARB conditions are closed before production impact.
• Produce/require architecture outputs needed for successful execution: design packages, architecture risk logs, and final design sign-off aligned to ARB decisions.

Resiliency and DR Alignment

• Ensure DR/resiliency design patterns and standards are defined and reviewed via ARB; contribute architecture content as required to the enterprise DR plan governed by Systems.

Qualifications

• Senior-level experience in technology architecture across infrastructure, cloud, network, identity, and integration domains, producing scalable and supportable designs.
• Experience building and operating an architecture governance forum (e.g., ARB) that balances delivery speed with risk reduction and supportability.
• Demonstrated ability to define and enforce technology standards, patterns, diagrams, and repository practices.
• Proven capability assessing and guiding partner/technology selection based on standards alignment, security/risk, resiliency, and operational support model readiness.
• Demonstrated ability to partner effectively with Technology Integration and Cybersecurity Engineering & Risk Management to deliver consolidated, secure, standards-aligned outcomes.
• Ability to partner with the Technology PMO and align work to PMO oversight practices, including consistent project tracking and status visibility in Asana.

About Focus Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions.

We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.

This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$175,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP® or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - 80,000/year.  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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

Gelfand, Rennert & Feldman is seeking an Accounts Assistant to join our team of dedicated professionals. This position will be based from our London office on a full-time basis, with potential for hybrid working following a 3-month probation. The Accounts Assistant will support the accounting team in maintaining accurate financial records for a portfolio of clients, assisting with day-to-day financial operations, and ensuring all transactions are recorded and processed efficiently.

Primary Responsibilities

Year end accounts

• Preparation of annual accounts for portfolio of clients for senior review
• Preparation of Excel working papers
• Completing reconciliation of balance sheet accounts where required
• Inputting QuickBooks Trial balances into CCH accounts production program
• Preparing notes to the accounts as appropriate based on appropriate accounting standards (FRS102 1A, FRS 105)
• Preparing accounts from incomplete records
• Preparation of draft corporation tax computations for senior review
• Liaise with business management department to resolve year end accounting queries
• Raising sales invoices as directed
• Attaching relevant supporting documents to the sales invoice – royalty statement summary sheet, VAT self-billing invoice, contract re show fees, contract re recording/publishing advances etc
• Allocated receipts against sales invoices
• Posting bill into Quick Books purchase ledger
• Attaching copy bill to Quick Books transaction
• Raising payment online with supporting payment pack for account manager review
• Saving payment pack on the server
• Run daily bank balances for the account manager
• Reconciling bank accounts at least on a monthly basis
• Posting petty cash and tour manager floats
• Reconciling formally to cash on hand on a monthly basis
• Posting and reconciling intercompany accounts on QB in local currencies
• Revaluating foreign currency balances at month end
• Assisting with the preparation of VAT returns, management accounts, tour accounts, and annual accounts
• Assisting with gathering information with personal and corporate tax returns

Qualifications

• Bachelor’s degree preferred, but not required; accounting background is not mandatory
• Open to recent graduates and high school graduates
• Candidates who have started, or plan to start, ACCA are encouraged to apply
• AAT studies (completed or in progress) are preferred for more junior-level candidates
• Strong communication skills, both verbal and written (in person, phone, and email)
• Demonstrates a sense of urgency and ability to prioritize effectively
•  Highly detail-oriented with a strong focus on accuracy
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)

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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

Position Summary
Gelfand, Rennert & Feldman is seeking a full charge Bookkeeper with ideally entertainment/touring experience to join our team of dedicated professionals. This position will be based from our London office on a full-time basis, with potential for hybrid working following a 3-month probation. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned client are accurate.

Primary Responsibilities

• Raising sales invoices
• Maintaining QuickBooks online ledgers and electronic filing system in Teams
• Process accounts payable and accounts receivable.
• Perform credit card and bank reconciliations
• Posting petty cash and tour manager floats
• Creating payment packs online ready for manager approvals
• Posting directors expense claims
• Posting and reconciling intercompany accounts on QuickBooks online in local currencies
• Revaluating foreign currency balances at month end
  
• Generally assisting account managers as directed including:
  • In preparing of VAT return packs
  • Assisting with preparation of tour accounts
  • Assisting with the preparation of management accounts
  • Assisting with the preparation of annual accounts
  • Assisting with gathering information with personal and corporate tax returns
• Any other duties as required by your line manager or senior team which are proportionate to your level and remit.

Qualifications:

• Experience within a bookkeeping position ideally within a business management firm
• General accounting experience
• Excellent communication skills (in person, on the phone, and via email)
• Sense of urgency
• Keen eye for details
• Ability to quickly shift gears without losing focus
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
• Experience with QuickBooks is highly 

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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

#LI-TN1

Position Summary
Gelfand, Rennert & Feldman is seeking a Senior Administrative Assistant ideally with financial services exposure to join our team of dedicated professionals. This position is based in-office out of Century City, CA on a full-time basis. The Senior Administrative Assistant is responsible for a variety of administrative tasks to support the operations of their office and assigned Managing Directors.

Primary Responsibilities

• Screen calls; establish oneself as a trusted point of contact with employees and business network
• Manage day to day schedule and commitments of remote and/or in-office Executive(s)
• Receive incoming mail, packages, and checks, and process accordingly to the service plan for each client
• Respond to requests to prepare outgoing mail and packages (FedEx, certified mail, messengers, etc.)
• Process and mail checks
• Assist with client billing
• Make e-deposits
• Maintain electronic and hard copy filing system and other general office duties
• Perform coverage of reception desk, as needed
• Light bookkeeping duties utilizing AgilLink
• Other projects and duties as assigned

Qualifications

• 2+ years of similar experience in a fully in-office capacity
• High School Diploma or GED equivalent is required
• Associate's Degree preferred
• Experience with billable timekeeping is highly preferred 
• Notary Public a plus
• Familiarity with DocuSign and Workday is required
• Familiarity with AgilLink is a plus
• Excellent verbal and written communication skills
• Strong computer skills and proficiency in Microsoft Office, especially Excel, Word and Outlook
• The ability to work independently while being a team player
• Strong organizational and time management skills to ensure the ability to multitask 
• Strong interpersonal skills to create and maintain a trusting relationship with staff and clients

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $60,000 - $65,000. 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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

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Position Summary

NorthCoast Asset Management is seeking a Portfolio Manager to support the portfolio management team. The team actively manages quantitative stock-selection and asset allocation strategies in global markets. This is an excellent opportunity to join a growing global team and work directly with the portfolio managers. You will be a member of the investment making decision process and contribute to this systematic investment business.

This position requires a presence in the Stamford office five days a week. 
Primary Responsibilities

• 30% Portfolio rebalancing:

• Rebalance of quantitative active equity and options overlay investment process
• Generate fundamental insights to be implemented in a quantitatively oriented approach to stock selection, options overlay, portfolio construction, and risk management
• Conduct one-off financial statement analysis on specific holdings or situations that may impact on our models and portfolios and present recommendations to CIO
• Conduct specific portfolio analysis: benchmark relative positioning, what-if analysis, portfolio risk along different dimensions, make recommendations

• 20% Daily portfolio tasks:

• Develop strong understanding of all aspects of the daily portfolio management process (accounts out of bounds, corporate actions override, cash maintenance, account onboarding...)
• Maintain infrastructure and information systems to ensure process integrity, verify signal accuracy
• Design templates and monitoring systems to analyze portfolios, streamline investment process and PM actions, new client on-boarding and coherence with market views

• 20% Process improvements

• Monitor model performance, analyze and address signal-related concerns as well
• Identifying and implementing opportunities for improvement in our investment process
• Working with quantitative research analysts to translate investment insights into a systematic, data-driven investment process
• Identify any needs for system enhancement requirements

• 30% Interface with other departments:

• Communicate positioning of portfolio
• Run portfolio attributions and prepare associated commentaries
• Review monthly performance numbers of portfolios and respective indices, assist with newsletter
• Answer client-related request on portfolio positioning and holdings
• Be the contact point to internal and external constituents, including product, sales, client service, technology, and operations

Qualifications

• Excellent analytical and problem-solving skills coupled with a strong attention to detail
• Strong communication and presentation skills, some client facing activities expected
• Experience managing and trading stocks and options portfolios
• Understanding practical methods for quantitative investing including knowledge of asset allocation, systematic strategies, signal combination, risk management, trading cost modeling and portfolio construction is desirable
• Desire to work on an integrated quantitative + fundamental investment team. Strong understanding of quantitative and fundamental investing, with an appreciation for both disciplines
• Advanced Excel modeling skills: pivot tables, VBA
• Programming experience or ability to ramp up in Python, SQL, Bloomberg
• 3+ years of professional investing experience, ideally in a buy side portfolio management group with exposure to both systematic strategies and concentrated portfolios
• Progress towards CFA, FRM will be viewed positively, Series 65

The Lead Portfolio Manager is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $120,000/year.  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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Role Overview

This Security Specialist role will serve as a lead for cybersecurity awareness & training program responsible for the execution and continuous improvement of the firm’s cybersecurity awareness and training program across all Focus firms. This role serves as the primary owner for delivering engaging, effective, and risk‑based cybersecurity training to employees at all levels of the organization.

Reporting to the Head of Cybersecurity Governance, this individual‑contributor role works in close partnership with Legal, Privacy, Regulatory Compliance, HR, IT, and Security teams to ensure training content aligns with regulatory requirements, internal policies, and evolving cyber threats. The role plays a critical part in strengthening the firm’s security culture and reducing human‑driven cyber risk.

This role is hybrid with 3 days per week onsite in our St. Louis office

Key Responsibilities

Cybersecurity Awareness & Training Program Delivery

• Execute the firm‑wide cybersecurity awareness and training program across all Focus firms.
• Deliver mandatory annual security training, role‑based training, and targeted campaigns addressing key cyber risks (e.g., phishing, social engineering, data protection).
• Manage and execute phishing simulation programs, including campaign design, delivery, analysis, and follow‑up education.
• Coordinate training rollouts, schedules, and communications to ensure consistent adoption across diverse business units.

Content Development & Continuous Improvement

• Develop, maintain, and refresh cybersecurity training content to ensure relevance, clarity, and engagement.
• Tailor training materials for different audiences, including employees, advisors, leadership, and specialized roles.
• Incorporate lessons learned from incidents, phishing results, regulatory feedback, and emerging threat trends into training content.
• Balance regulatory requirements with practical, user‑friendly messaging that supports business productivity.

Regulatory, Legal & Compliance Partnership

• Work closely with Legal, Privacy, and Regulatory Compliance teams to ensure training content aligns with applicable laws, regulations, and contractual obligations.
• Support regulatory examinations, audits, and client due diligence efforts by providing training materials, metrics, and evidence.
• Maintain documentation demonstrating compliance with cybersecurity training and awareness requirements.
• Monitor regulatory expectations related to security awareness and adjust training accordingly.

Measurement, Reporting & Risk Reduction

• Define and track key training and awareness metrics (e.g., completion rates, phishing susceptibility, behavioral improvements).
• Analyze trends and results to identify risk areas and inform targeted training initiatives.
• Provide regular reporting and insights to the Head of Cybersecurity Governance and other stakeholders.
• Demonstrate the effectiveness of training programs in reducing human‑driven cyber risk.

Cross‑Functional Collaboration

• Partner closely with Cybersecurity Risk, Engineering, and Operations teams to align training with real‑world threats and controls.
• Coordinate with HR and Communications teams to support onboarding, policy acknowledgment, and change‑management initiatives.
• Serve as a trusted advisor to business teams on security awareness best practices.

Qualifications & Experience

• 5–8+ years of experience in cybersecurity awareness, training, GRC, or related security roles.
• Hands‑on experience delivering cybersecurity training programs in a regulated or complex environment.
• Strong understanding of common cybersecurity risks, user behavior factors, and awareness best practices.
• Experience partnering with Legal, Privacy, and Compliance teams on regulatory or audit‑driven initiatives.
• Excellent communication and content‑development skills, with the ability to explain security concepts to non‑technical audiences.
• Highly organized and self‑directed, with the ability to manage multiple initiatives across a distributed organization.

Preferred Qualifications

• Experience in financial services or similarly regulated industries.
• Familiarity with cybersecurity frameworks and regulatory requirements (e.g., NIST CSF, NYDFS, GLBA).
• Experience with phishing simulation and training platforms.
• Professional certifications such as CISSP, CISM, Security+, or relevant security awareness credentials

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $140,000–$160,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

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 per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 3+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service  
• Professional attitude and demeanor 

This position is an Exempt position. The annualized base pay range for this role is expected to be between $90,000 - $100,000/year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform.

This role is located in Boston, MA.

Primary Responsibilities

• Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities.
• Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk.
• Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets.
• Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes.
• Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making.
• Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment.
• Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices.

Qualifications

Required

• Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field.
• Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management.
• Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications.
• Strong programming skills with experience building analytical workflows, models, and data pipelines.
• Experience working with modern data infrastructure, including Snowflake or similar environments.
• Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts.
• Excellent communication skills and the ability to explain complex analyses and technical concepts clearly.

Preferred

• Experience with business intelligence and data visualization platforms such as Power BI.
• Familiarity with cloud environments such as AWS, Azure, or GCP.
• Experience applying machine learning or AI tools in production or business workflows.
• Experience with agentic workflows using tools such as Copilot Studio or Claude.
• Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling.
• Exposure to investment manager research, underwriting, or portfolio analytics is a plus.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience.

SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

#LI-SF1

Position Summary

The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 

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 per week, or as assigned by their team leader.

Primary Responsibilities

• Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection
• Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings.
• Provide support for advisors crafting an investment policy statement for a client
• Help update and maintain investment strategy collateral
• Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases
• Support Focus Partners’ thought leaders through data collection and independent research
• Utilize investment strategy tool sets to support advisors, including proprietary software and data sources
• Demonstrate an understanding of our investment strategies, policies, and procedures 

Qualifications

• 1+ Years of work experience in an investment-related position 

Education/Training 

• B.S. Accounting, Economics, Engineering, Finance, or Math
• Interest in pursuing CFA Charter (or comparable certifying exam) preferred 

Knowledge, Skills, and Abilities 

• Proficient in Microsoft Office applications; excellent Excel skills
• Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio
• Bloomberg and/or Morningstar Direct experience preferred
• Excellent quantitative and analytical skills
• Ability to communicate complicated financial topics clearly and simply
• Ability to manage multiple priorities and meet deadlines
• Committed to superb client service 
• Professional attitude and demeanor 

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $68,000 - $70,000/year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

Position Summary

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer). 

This position requires a presence in the Stamford office five days a week. 

Primary Responsibilities

Advisor Coverage & Relationship Management

• Manage and grow relationships with a defined book of financial advisors across assigned territories
• Conduct proactive outreach via phone, video meetings, and targeted in‑person visits
• Identify opportunities to deepen engagement across strategies and platforms
• Support advisor onboarding, education, and implementation of firm strategies

Sales & Asset Growth

• Drive net flows through consistent advisor engagement and opportunity identification
• Identify cross‑sell and upsell opportunities within existing relationships
• Track pipeline activity and advance opportunities toward funded AUM

Product & Market Education

• Deliver compliant product education and positioning across the firm’s investment lineup
• Discuss market themes, volatility, and portfolio implications with advisors
• Support due diligence conversations and follow‑up requests
• Coordinate product‑specific deep dives with portfolio managers or specialists as needed

Territory & CRM Management

• Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
• Segment advisors by opportunity, activity, and strategic importance
• Monitor territory metrics including activity levels, flows, and conversion rates
• Prepare meeting recaps and internal updates for sales leadership

Internal Collaboration

• Work closely with:
• External Wholesalers
• Sales Management
• Marketing & Sales Enablement
• Portfolio & Product Teams
• Compliance and Operations
• Participate in territory calls, sales meetings, and training sessions
• Provide field feedback on advisor sentiment, competitor activity, and product positioning

Qualifications

• Bachelor’s Degree
• 4+ years in asset management, wholesaling, or financial services sales
• Experience covering wirehouses, RIAs and broker‑dealers advisors
• Strong understanding of investment products and portfolio construction
• Proven ability to drive advisor engagement and asset growth
• Highly organized, consultative, and relationship‑driven
• FINRA licenses (Series 6/7, 63/66) 
• Clean U4

The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus  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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Position Summary

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.

This role can work remote but does require travel throughout the Pacific Northwest

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $120,000/year.  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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Position Summary

The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives and driving team effectiveness. 

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 days per week, or as assigned by their team leader. Approximately 25% travel, with the possibility of additional travel depending on business needs. 

Primary Responsibilities

• Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities. 

• Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals. 

• Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability. 

• Champion regional growth initiatives to meet firm objectives. 

• Develop action plans for consultative practice management, promoting continuous advisor and team development. 

• Facilitate transition and succession planning alongside Transition Advisors for regional teams. 

• Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms. 

• Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives. 

• Ensure the promotion and adherence to strong compliance practices. 

• Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management. 

• Coach and mentor advisors with timely and thoughtful feedback and guidance. 

• Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. 

• Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness. 

• Lead the partnership with other departments to implement best practices and manage new firm rollouts. 

• Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm.  

• Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader. 

• Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.  

• Cultivate a culture that reflects the firm's values, ensuring they are embraced within the advisory community. 

Qualifications

• Bachelor’s degree  

• Advanced credentials such as CFP, CFP or CPA is preferred but not required.  

• 10+ years of work experience preferred in a relevant position.  

• Proven leadership experience in financial services or wealth management. 

• Strong strategic planning skills and experience developing and implementing high-level business objectives. 

• Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams. 

• Experience in budget management, strategic planning, and team development. 

• Ability to solve complex problems, manage projects, and drive results in a dynamic environment. 

• Commitment to fostering a diverse and inclusive workplace. 

This position is an exempt position. The annualized base pay range for this role is expected to be between $165,000 - $185,000 per year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Ideal Candidate Profile

You are a modern IT leader with deep ServiceNow expertise and a strong customer‑centric mindset. You balance hands‑on technical depth with people and platform leadership, enabling you to stabilize complex environments, standardize processes, and continuously improve service delivery at scale.

You have led ServiceNow platforms in large, global, and regulated environments and are comfortable operating through transition, growth, and M&A activity.

This role will be hybrid with 3 days per week in St. Louis.

Position Summary

The Senior Manager, ServiceNow Platform & IT Service Management is the senior technical and operational authority for the ServiceNow platform. This role is accountable for platform health, ITSM and CMDB maturity, technical governance, and delivery execution during a period of transformation.

You will lead platform administration, upgrades, integrations, and the decommissioning of legacy systems as Focus continues to evolve toward a modern ServiceNow architecture. This role partners closely with ITSM, infrastructure, application, asset, security, and business teams to ensure the platform delivers stable, secure, and compliant enterprise services.

Key Responsibilities

Platform Strategy, Stability & Governance

• Own the overall health, stability, and technical integrity of the ServiceNow platform
• Lead platform governance, security controls, and standards enforcement across all ServiceNow capabilities
• Conduct platform health assessments and technical audits to identify risks, gaps, and remediation priorities
• Define current‑state and target‑state ServiceNow architecture aligned to enterprise standards and roadmap

ServiceNow Platform Management

• Oversee day‑to‑day ServiceNow administration, including users, roles, groups, security ACLs, and access controls
• Lead platform upgrades, patching, cloning, and release validation across environments
• Ensure platform scalability, performance, availability, and compliance in a regulated environment
• Direct troubleshooting and resolution of complex platform, integration, and data issues

Module & Capability Leadership

• Provide leadership and accountability across core ServiceNow modules, including:
• ITSM
• CMDB / CSDM
• ITAM (HAM & SAM)
• ITOM
• SecOps
• Now Assist
• Ensure CMDB integrity through discovery, service mapping, reconciliation rules, and governance practices
• Oversee IntegrationHub workflows, REST/SOAP integrations, MID Servers, and enterprise system integrations (e.g., Microsoft Intune, Azure, SaaS platforms)

ITSM, CMDB & Continuous Improvement

• Ensure ServiceNow aligns to CSDM 5 and ITIL v4‑aligned ITSM processes and enterprise service‑management best practices
• Identify performance bottlenecks, technical debt, and process inefficiencies; implement remediation strategies
• Define and track metrics to measure platform usage, workflow efficiency, service performance, and operational health
• Drive continuous improvement through automation, standardization, and platform optimization

Leadership & Team Development

• Establish clear ownership, operating models, and skill development paths for the ServiceNow team
• Foster a culture of accountability, collaboration, technical excellence, and customer focus
• Provide direct people leadership for the ServiceNow platform organization, including managers, architects, developers, administrators, and CMDB resources.
• Own organizational design, role definition, capacity planning, and skills development for the ServiceNow team.
• Manage team performance, goal‑setting, coaching, and career development, ensuring strong engagement and retention.
• Establish succession planning and talent strategies to support platform growth and business scalability.
• Lead through change, including organizational transitions, operating‑model shifts, and mergers and acquisitions.

Delivery, Collaboration & Execution

• Partner with ITSM, infrastructure, application, asset, and security teams on design, impact analysis, and root‑cause analysis
• Support Agile delivery models (Scrum/Kanban) across design, development, testing, deployment, and post‑deployment support
• Translate business and operational needs into executable ServiceNow solutions aligned to the roadmap and backlog

Vendor & Partner Ownership

• Serve as the primary executive owner for ServiceNow and strategic delivery partners, including system integrators and managed service providers.
• Own vendor performance management, contract governance, SLA adherence, and commercial negotiations.
• Drive accountability and outcomes from partners while ensuring alignment with enterprise standards and roadmap priorities.
• Assess vendor capabilities and recommend sourcing strategies to support platform maturity, scalability, and risk management.

Required Qualifications

• 10+ years of enterprise ServiceNow experience
• 5+ year ServiceNow platform ownership
• 5+ years people leadership
• Proven experience leading ServiceNow platforms in large, global environments
• Strong hands‑on expertise in ServiceNow administration, configuration, and development
• Deep knowledge of ITSM, CMDB, ITAM, ITOM, and SecOps
• Demonstrated experience stabilizing and modernizing complex ServiceNow environments
• Strong understanding of ITIL v4 and CSDM
• Ability to read, troubleshoot, and guide remediation of JavaScript, Business Rules, Script Includes, and integrations
• Experience supporting organizational transitions and mergers and acquisitions

Certifications & Technical Skills

Required:

• ServiceNow Certified System Administrator (CSA)
• ITIL v4 Foundation

Technical Expertise:

• Enterprise ServiceNow administration and CMDB ownership
• IntegrationHub, REST/SOAP APIs, MID Servers
• Flow Designer, Business Rules, Script Includes, Scheduled Jobs
• JavaScript, HTML, CSS, and ServiceNow configuration tools

Leadership & Soft Skills

• Strong analytical and problem‑solving abilities
• Excellent written and verbal communication skills
• Ability to collaborate effectively with senior leadership and cross‑functional teams
• Strong organizational, prioritization, and execution skills
• Sound judgment and decision‑making under pressure

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $135,000- $175,000 base salary compensation range.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

The Strategic Initiatives department is looking for a Senior Strategic Initiatives Specialist to join their team. The Strategic Initiatives Analyst is a high-impact, high-visibility role on Focus Financial Partners’ Strategic Initiatives team — a small, senior team that functions as an internal strategy and transformation group for the firm. This role leads a great deal of analytical and presentation work for the team to ensure we meet our business priorities. They are ready to trade deal-by-deal or engagement-by-engagement work for something with broader scope: supporting the highest-priority strategic initiatives at Focus, working directly with executive leadership, and doing the work that makes complex cross-functional decisions actually happen.

Primary Responsibilities

Program & Project Execution

• 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.

Analysis & Modeling

• 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.

Communication & Influence

• 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.

AI Strategy Program Support

• 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.

Qualifications

• Bachelor’s degree in business, finance, economics or related discipline required, MBA or CFA in progress or completed preferred

• 3+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.
• Demonstrated ability to build and own structured work products — models, memos, slide decks — independently and under time pressure.
• Experience working in fast-paced environments with multiple concurrent priorities and senior stakeholder exposure.
• Exceptional financial modeling and Excel skills — builds from scratch, not template-dependent.
• Strong structured communication skills: can write a one-pager, build a five-slide deck, or lead a working session with equal command.
• Intellectually curious and comfortable operating in ambiguity; doesn’t wait to be told what the answer should be.
• High personal accountability — owns their output, fixes their mistakes, and doesn’t let things fall through the cracks.
• Collaborative by instinct but comfortable working independently; can operate with minimal supervision on defined workstreams.
• Familiarity with AI productivity tools (Claude, Notion AI, Copilot, etc.) and a willingness to be an early adopter. Experience building with AI is a plus but not required.

This position is an exempt position. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary 

The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser’s proactively and professionally liaise with and provide support to clients, to exceed their expectations.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

• First point of contact with client and triaging client calls and emails for advisers.
• Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
• Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
• Prepare the required documentation for meetings.
• Identify and advise the client of any information/documentation required to have available for the meeting.
• Attend client meetings and take appropriate meeting notes – as required.
• Record actions and tasks in Financial Planning administration system.
• Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
• Liaise with external parties (product providers and the clients other professional advisers) to collect client information
• Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
• Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
• Liaise with clients to keep them informed of the status of the strategy recommendations implementation.
• Agree on approach with the Financial Adviser(s) relating to management of client reviews.
• Complete and send out Annual Engagements and Fee Consent forms.
• Complete required documentation to support the review process including but not limited to: Fact Find.
  • Current Financial Plan.
  • Financial Planning software reports.
  • Other documents may apply to specific processes
• Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices

Qualifications

• Minimum 5+ year experience in a client service manager or similar role.
• Experience within Financial Services industry a requirement
• Exceptional organisational and time-management skills.
• Strong ability to coordinate workflow and deliver against deadlines
• Exceptional client service skills
• Strong attention to detail

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

#LI-SF1

Position Summary 

The purpose of the Client Service Officer (CSO) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser/s proactively and professionally liaise with and provide support to clients, to exceed their expectations.

This role is located in Brisbane, Queensland, Australia.

Primary Responsibilities

• First point of contact with client and triaging client calls and emails for advisers.
• Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
• Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
• Prepare the required documentation for meetings.
• Identify and advise the client of any information/documentation required to have available for the meeting.
• Attend client meetings and take appropriate meeting notes – as required.
• Record actions and tasks in Financial Planning administration system.
• Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
• Liaise with external parties (product providers and the clients other professional advisers) to collect client information
• Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
• Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
• Liaise with external parties to collect client information and inform them of any changes to the clients’ financial strategy.
• Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client.
• Liaise with clients to keep them informed of the status of the strategy recommendations implementation
• File all clients’ documentation.
• Agree approach with the Financial Adviser(s) relating to management of client reviews.
• Complete and send out Annual Engagements and Fee Consent forms.
• Complete required documentation to support the review process including but not limited to:
  • Fact Find.
  • Current Financial Plan.
  • Financial Planning software reports.
  • Other documents may apply to specific processes
• Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices.

 Qualifications

• 2 to 5+ years experience in a client service role
• 2 to 5+ years experience within Financial Services
• Experience within a financial planning practice desired

Skills and Attributes

• Strong client service ethos
• Organisational and time-management skills.
• Strong desire to learn and develop
• Ability to work autonomously or as a team member
• Driven and ability to meet deadlines

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

#LI-SF1

Position Summary

The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.

Primary Responsibilities

• Tax planning and preparation for high-net-worth individuals and their related entities; including extensions.
• Ensuring compliance with all federal and state filing requirements on behalf of clients.
• Performing technical research to address complex tax issues with the support of a team.
• Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.
• Ensuring top quality client service in collaboration with the wealth management offering.
• Communicating effectively with advisors and their clients in a timely and professional manner.
• Effectively solving problems and resolving issues for clients and their advisors.
• Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.
• Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.
• Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.

Qualifications

• A CPA, EA or JD with a minimum of 5+ years’ relevant experience.
• A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.
• Superb written and verbal communication skills.
• Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.
• Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and
• Ability to work individually and in a team atmosphere.
• The willingness and ability to work additional hours, as needed, during busy season.

The position prefers:

• Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns.
• Experience with ProSystem fx® Tax, CCH Axcess, and BNA Income Tax™ Planner.
• Big Four” or large regional accounting firm experience.

This position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. 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 rewards may include an annual bonus and a comprehensive benefits package.

• Define, execute, and govern the enterprise Microsoft 365 strategy, including Microsoft Teams, SharePoint, OneDrive, Teams Voice, and Microsoft 365 Copilot, in alignment with financial‑services security, risk, and compliance standards.
• Own the end‑to‑end M365 collaboration and productivity service portfolio, ensuring services meet enterprise availability, data protection, regulatory, and audit requirements.
• Provide technical leadership and governance across:
• Microsoft Teams (chat, meetings, collaboration, policy enforcement, lifecycle management)
• Teams Voice / Enterprise Telephony (calling, conferencing, PSTN integration, resiliency, and vendor management)
• SharePoint Online (information architecture, content governance, records management)
• OneDrive for Business (secure file sharing, retention, DLP, and user enablement)
• Microsoft 365 Copilot (enablement strategy, security controls, data readiness, and responsible use)
• Partner with Global Information Security to ensure Copilot and collaboration services align with data loss prevention, identity and access management, eDiscovery, retention, privacy, and regulatory control frameworks.
• Establish governance and guardrails for Copilot adoption, including data readiness, access controls, prompt usage standards, and alignment with enterprise AI and risk policies.
• Lead Managed Service Provider (MSP) strategy and oversight for collaboration, voice, and productivity services, including performance management, risk controls, and continuous improvement.
• Oversee response to major operational incidents and escalations, ensuring timely resolution, root‑cause analysis, and remediation aligned to operational resilience standards.
• Partner with Business IT stakeholders (DSTs) to ensure the M365 and Copilot roadmap anticipates business and regulatory needs, while supporting long‑term digital workplace objectives.
• Ensure disciplined operating model hand‑offs between architecture, engineering, and operational support teams to maintain service reliability and audit readiness.
• Collaborate with the End User Experience & Operational Excellence Manager to deliver a consistent, measurable user experience, leveraging UXI and adoption metrics (including Copilot value realization).
• Serve as a senior member of the EUP leadership team, contributing to financial planning, technology road‑mapping, workforce strategy, portfolio prioritization, and risk governance.

• Bachelor’s degree in Information Systems, Computer Science, or a related technical discipline
  (Relevant military experience may be considered in lieu of formal education)
• 7+ years supporting large‑scale, global Infrastructure & Operations environments, preferably within financial services or similarly regulated industries
• 5+ years leading enterprise collaboration and productivity platforms, including:
• Microsoft Teams, SharePoint Online, and OneDrive for Business
• Teams Voice / enterprise telephony services
• Secure deployment, lifecycle management, and operational support
• Experience enabling and governing Microsoft 365 Copilot or AI‑assisted productivity tools within enterprise security, compliance, and risk frameworks
• 3+ years of people leadership experience, including talent development, performance management, and capacity planning
• Must be legally authorized to work in the United States without current or future sponsorship

• Microsoft 365 / Copilot / Teams certifications
• Experience supporting responsible AI adoption in regulated environments (financial services, legal, or other compliance‑driven industries)
• Strong vendor and MSP governance experience, including control oversight and risk mitigation
• Demonstrated ability to balance user experience, security, compliance, and operational resilience
• Executive‑level communication skills with experience engaging senior technology, business, risk, and compliance leaders

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $135,000- $175,000 base salary compensation range.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 

Position Summary

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. 

This role is based in Boston, MA.  

Primary Responsibilities

Investment Portfolio Management

• Design, implement, and oversee custom client portfolios in collaboration with the IG.
• Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
• Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.
• Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.

Client & Relationship Management

• Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
• Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.
• Support business development efforts, including diagnostic reviews and RFP responses.
• Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.

Thought Leadership & Communication

• Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.
• Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
• Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.

Governance & Cross-Team Collaboration

• Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.
• Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.
• Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.
• Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.

Qualifications

• Bachelor’s degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 
• 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
• Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
• Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
• Exceptional communication skills — able to present complex investment concepts clearly and persuasively to diverse audiences.
• Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
• Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
• High degree of professionalism, integrity, and attention to detail.

About SCS Financial

SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach.

The annualized base pay range for this role is expected to be between $225,000-$325,000.  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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-SF1

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CH1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our financial planning philosophies, and organizer of best practices.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans created with MoneyGuideElite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

This position is an exempt position.The annualized base pay range for this role is expected to be between $70,000-$80,000 base salary compensation range. 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 rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-CB1

As the UX Lead, you will have the unique opportunity to shape the future of Wealth Management through innovative design. You will drive initiatives that directly impact our clients’ success while building a culture of excellence around user experience. If you are passionate about making complex financial tools simple and engaging, we want to hear from you!

To apply: Please submit your resume and a portfolio (in the cover letter slot) highlighting relevant UX work, especially within financial services and Salesforce-integrated solutions.

This role is located in St. Louis, MO and is hybrid with 3 days per week onsite. 

Position Overview

We are seeking a dynamic and experienced User Experience (UX) Lead to join our innovative team specializing in financial services. The ideal candidate will be a hands-on designer and strategist, passionate about crafting intuitive, impactful tools and solutions for our clients. This role requires a proven track record in leading UX initiatives, particularly within the financial sector, and a strong ability to design, prototype, and implement user-centric products.

Key Responsibilities

• Lead the UX strategy and vision for financial service tools and our advisor platform, ensuring best-in-class user experiences.
• Be hands-on in the design process, from user research and journey mapping to wireframing, prototyping, and usability testing.
• Collaborate closely with stakeholders, product managers, and developers to translate business goals into effective digital experiences.
• Design and implement solutions that integrate seamlessly with Salesforce and other core financial systems.
• Utilize prototyping tools such as Figma to rapidly iterate and validate design concepts.
• Champion user-centered design principles and advocate for best practices across the organization.
• Mentor and eventually build a high-performing UX team to scale design excellence.
• Stay abreast of industry trends, and emerging technologies relevant to financial services UX.

Qualifications

• Bachelor’s or Master’s degree in Human-Computer Interaction, Design, Psychology, or a related field (or equivalent professional experience).
• 7+ years of experience in user experience design, with a substantial portion in the financial services industry.
• Proven experience leading UX initiatives and teams, with a demonstrated ability to deliver successful projects end-to-end.
• Hands-on expertise with Salesforce platforms and workflows.
• Advanced proficiency in prototyping tools such as Figma (and others like Sketch, InVision, or Adobe XD is a good substitute).
• Strong portfolio showcasing practical, user-centric design solutions for complex financial products or services.
• Excellent communication, presentation, and interpersonal skills.
• Ability to thrive in a fast-paced, collaborative environment and drive projects with minimal supervision.

Preferred Attributes

• Experience building and scaling UX teams.
• An understanding of financial services regulations and compliance considerations and how to help meet using design.
• Ability to balance strategic thinking with hands-on execution.

This is an exempt position. The annualized base pay range for this role is expected to be between $170,000 - 190,000 Base Salary Compensation Range.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 

#LI-KJ2

Position Summary

Focus is seeking a well-rounded corporate attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Corporate. Reporting to Focus’ Deputy General Counsel/Head of Legal – Corporate, this role will help drive execution and deliver polished work product across the corporate legal function, including corporate governance and board processes, equity matters, corporate treasury/financing and securities-related work, and other corporate initiatives as needed. The work is high-impact and requires strong judgment, responsiveness, and precision. The ideal candidate combines strong drafting and organizational skills with proactive issue-spotting, attention to detail, and the ability to manage shifting priorities without sacrificing quality.

This role can be located in New York, NY; St. Louis, MO; Boston, MA.

Primary Responsibilities

Corporate Governance & Board / Committee Support

• Draft and maintain corporate governance records (e.g., consents, minutes, resolutions) and related corporate books/files.
• Prepare and quality-check Board and Committee materials, including PowerPoint presentations and supporting documentation.
• Maintain and update key organizational and governance documents, including amendments to organizational documents, director and officer appointments and related approvals.
• Coordinate governance cadence and logistics, including tracking when approvals are needed, managing timelines and action items, and administering the board portal (experience with Boardvantage a plus).

Equity Plan Administration & Equity Documentation

• Manage equity matters, including equity transfers, co-investment agreements and coordinate preparation of related approvals.
• Partner with Human Resources and Finance teams to execute and administer equity-related actions accurately and timely, including through applicable equity administration platforms.
• Maintain and update equity plan documentation, templates, and supporting materials; assist with periodic updates and communications.

Financing & Securities Matters

• Coordinate financing and securities-related matters and transactions, including internal coordination and preparation of approvals and deliverables.
• Manage the legal workstream for financing and securities-related matters by coordinating internal inputs, tracking deliverables, and reviewing drafts prepared by outside counsel (including synthesizing comments and coordinating responses).
• Maintain recurring monthly charts/trackers and other supporting materials required under debt documents, and help coordinate ongoing compliance and reporting deliverables.

Intellectual Property Portfolio & Communications Support

• Help manage Focus’ overall intellectual property and brand portfolio, including maintaining records and supporting related processes.
• Review select corporate communications and brand-related materials in partnership with internal stakeholders, as needed.

Qualifications

• J.D. from an accredited law school.
• Admitted and in good standing in all jurisdictions of admission.
• 3+ years of relevant experience at a major law firm (corporate/M&A, finance, or similar) and/or in-house supporting corporate legal matters.
• Demonstrated strength in corporate drafting and issue-spotting, with the ability to translate complex concepts into clear, practical written work product.
• Experience supporting corporate governance, including drafting/reviewing minutes, consents, and resolutions and preparing board/committee materials, strongly preferred.
• High proficiency in PowerPoint and strong writing skills, including the ability to produce polished, board-audience materials.
• Comfort using Boardvantage (or similar board portal software) and Carta (or similar equity administration platforms) is a plus.
• Experience with financing and/or securities matters is a plus.
• Familiarity with intellectual property/brand portfolio support and/or review of corporate communications is a plus.
• Proactive, hard-working, and able to manage competing priorities, take ownership of matters (with appropriate supervision), and drive action items to completion in a fast-paced environment.
• Highly organized with exceptional attention to detail and sound judgment, including the ability to maintain confidentiality and collaborate effectively with stakeholders across the business.

This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$185,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus is seeking a litigation attorney to join our in-house Legal team as Assistant Vice President, Senior Associate Counsel – Litigation. Under the direction of senior members of the Focus Legal team, in this newly-created role, you will support a rapidly growing organization by helping to manage a range of commercial, business and employment-related claims and disputes, including mediations, arbitrations, administrative claims and litigation. You will work closely with internal stakeholders and outside counsel, with a particular focus on responding to subpoena and third-party record requests, assisting in the assessment, defense and resolution of disputes, and supporting insurance carrier claims and correspondence. This role is ideal for a detail-oriented, business-minded litigation attorney who thrives in a fast-paced environment and is eager to build and grow an in-house litigation practice.

This role can be based in St. Louis, MO (preferred); New York, NY; Boston, MA.

Primary Responsibilities

Litigation & Dispute Support

• Support management and resolution of claims and disputes, including drafting and reviewing claims, pleadings, motions, correspondence and internal matter summaries.
• Coordinate with Focus Legal and business teams, and outside counsel, on assessment, defense and resolution strategy in the context of demands, mediations, arbitrations, administrative claims and litigation.
• Lead administration of dispute-related processes, including insurance notices and claims management, document production, litigation holds, internal status reporting and budgeting.
• Assist with internal fact-gathering and review of case-related materials.

Insurance Coverage & Carrier Updates

• Assist with insurance claim notifications and maintenance of carrier contact information and correspondence files.
• Prepare and deliver periodic updates to insurance carriers on case status, key developments, budgets and upcoming milestones, working with supervising attorneys and outside counsel.
• Coordinate collection and sharing of pleadings, discovery, invoices and other supporting materials requested by carriers, consistent with confidentiality and privilege requirements.
• Help track defense costs and other coverage-related information needed for reporting and internal review.

Subpoenas & Third-Party Records Requests

• Support intake and tracking for subpoenas and third-party discovery/records requests.
• Review and help draft responses, ensuring alignment with legal requirements, internal policies and privacy obligations.
• Coordinate document collection and production with internal partners (e.g., IT, Human Resources, Compliance, etc.).
• Communicate with issuing counsel and agencies on scope and timing under guidance from supervising attorneys.
• Maintain accurate logs and reporting for subpoenas, records requests and related productions.

Discovery, Document Management & Legal Holds

• Assist with document review, including identifying responsiveness, confidentiality and privilege issues.
• Help evaluate and flag confidentiality and privilege risks, and support privilege log preparation as needed.
• Support implementation and administration of legal holds, including tracking acknowledgements and coordinating with custodians.

Matter Management & Process

• Track deadlines, filings, and matter calendars, and escalate issues promptly as needed.
• Help maintain and improve processes, templates, and matter-management tools.

Cross-Functional Partnership & Communications

• Partner with Focus’ compliance, operations, human resources and business teams to gather information, coordinate responses, and provide practical legal support.
• Assist in preparing periodic updates on litigation trends, risks, and outcomes for internal stakeholders.

Qualifications

• Juris Doctor (J.D.) from an accredited law school.
• Active attorney’s license in good standing in relevant jurisdiction(s).
• 2–5+ years of legal experience with a strong foundation in litigation (law firm, government, or in-house). Experience in the registered investment adviser / financial services space is a plus.
• Strong legal writing and analytical skills.
• Familiarity with civil procedure, discovery rules, and privilege concepts.
• Comfort with eDiscovery workflows and common matter-management or document-review tools (experience with specific platforms is helpful but not required).
• Experience supporting subpoena responses and third-party records requests.
• Demonstrated ability to manage insurance carrier reporting and coverage-related communications in connection with litigation is a plus.
• Ability to exercise sound judgment and maintain confidentiality of highly sensitive matters.
• Comfortable in a fast-paced environment and able to adapt to changing priorities.
• Proactive problem solver with strong follow-through and a service mindset.
• Excellent organization and attention to detail, with the ability to manage multiple priorities and deadlines.
• Strong ability to collaborate cross-functionally with business leaders and stakeholders.
• Exceptional written and verbal communication skills, with the ability to convey complex legal concepts to both legal and non-legal audiences.

This position is an exempt position. The annualized base pay range for this role is expected to be between $125,000–$135,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-SF1

Position Summary

We are seeking a skilled Machine Learning Engineer with approximately three years of hands-on experience designing, deploying, and maintaining production-grade machine learning systems. In this role, you will collaborate closely with data scientists, software engineers, and product teams to translate research models into reliable, scalable, and high-impact applications. You will be deeply involved in the end-to-end ML lifecycle—from data ingestion and feature engineering to deployment, monitoring, and continuous improvement—playing a critical part in shaping our machine learning platform and capabilities.

Primary Responsibilities

• Develop, deploy, and optimize machine learning models for real-world business use cases and client-facing applications.
• Partner with data scientists to operationalize predictive models and ensure scalable, maintainable, and performant production deployments.
• Design and implement data pipelines and workflows that support training, inference, and model lifecycle management.
• Work with large, complex datasets to ensure data quality, reproducibility, and reliable version control across ML workflows.
• Implement model monitoring, logging, and alerting strategies to track performance, detect drift, and support retraining cycles.
• Leverage cloud platforms (AWS, Azure, GCP) to build scalable ML solutions using managed services and infrastructure-as-code practices.
• Write clean, modular, and well-documented code aligned with MLOps and software engineering best practices.
• Stay current on emerging ML tooling, frameworks, and industry best practices to continuously enhance our platform and capabilities.

Qualifications

• Master’s degree in Computer Science, Data Science, Engineering, or a related technical field.
• 6+ years of experience in machine learning engineering, applied ML, or related software engineering roles.
• Strong proficiency in Python and experience with modern ML frameworks such as TensorFlow, PyTorch, or scikit-learn.
• Experience with distributed data processing and compute frameworks (e.g., Pandas, Spark, Dask).
• Hands-on experience with containerization and orchestration technologies such as Docker and Kubernetes.
• Familiarity with CI/CD pipelines, testing automation, and version control using Git.
• Experience working with cloud-based ML platforms or services (e.g., SageMaker, Vertex AI, Databricks, or Snowflake ML) is preferred.
• Strong understanding of model evaluation, feature engineering, and performance optimization in production contexts.
• Excellent analytical, communication, and collaboration skills, with the ability to work effectively in cross-functional teams.

This is an exempt position. The annualized base pay range for this role is expected to be between $140,000-$180,000.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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.

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• 2+ years of tax experience and CPA designation preferred
• Ability to speak an Asian language (primarily Mandarin) preferred
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,000 - $110,000 per year.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary
Gelfand, Rennert & Feldman is seeking a Business Services Administrator with mailroom experience to join our team of dedicated professionals. The Business Services Administrator will be responsible for aiding with all mailroom processes, as well as general operational support. This position is based fully in-office out of Century City, CA.

Primary Responsibilities

• Receive shipments from various couriers
• Scan, file, and distribute mail
• Pick up and route mail to appropriate locations
• Assist with off-site storage files
• Make trips to bank and other off-site locations
• Distribute and maintain stock of office supplies
• Restock mail drops
• Other projects and duties as assigned

Qualifications:

• 5+ years working in a corporate office mailroom or similar role
• Experience scanning mail or documents
• High School Diploma or GED equivalent is required
• Excellent communication skills (in person, on the phone, and via email)
• Strong computer skills including, Microsoft Office Suite (Excel, Word, Outlook, etc.)
• A team player with high attention to detail, especially when working on multiple tasks or assignments with competing deadlines

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000 - $55,000. 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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

#LI-TN1

Position Summary
Gelfand, Rennert & Feldman ("GRF") is seeking a Royalty Analyst, Merchandise Licensing ideally with experience handling complex royalty and/or merch licensing accounting. This position can be based out of White Plains, NY or New York, NY on a remote basis. The Royalty Analyst role assists the department in conducting compliance examinations on behalf of entertainment clients and other rights holders.

Primary Responsibilities

• Assist managers with merchandise licensing audits on behalf of Consumer Products Companies, Fortune 500 Companies, and other intellectual property rights holders
• Assist with planning audit steps and budgeting for anticipated audit engagements
• Liaise with representatives regarding document requests and review
• Prepare written report of findings including calculations claims and narrative describing procedures performed
• Stay abreast of topics impacting participations, such as new exploitation platforms, international distribution, or new guild agreements
• Organize and manipulate large electronic datasets
• Maintain organization of files
• Draft summarizations of contracts
• Accumulate and summarize data from clients and auditees
• Conduct analysis to create claim schedules
• Conduct fieldwork at auditee offices
• Conduct internet research
• Other projects and duties as assigned

Qualifications

• Bachelor’s degree is required. Degrees in Accounting, Finance, Business, or Mathematics is preferred
• Over 2 years of experience in a similar role along with royalty software experience is highly preferred
• Advanced proficiency in Excel, including Pivot Tables and formulas (such as VLOOKUP and SUMIF) – bonus points for experience with Power Pivot and Power Query
• A genuine interest in the merchandise licensing business and merchandise royalties
• Ability to work independently and in an team environment
• Strong time management skills to prioritize tasks to meet strict deadlines
• Strong written and verbal communication skills
• While not required, experience or education in the merchandise licensing business, particularly merchandise licensing royalties and royalty audits are beneficial

This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $75,000 - $90,000. 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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

#LI-TN1

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• 2+ years of tax experience and CPA designation preferred
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $91,600 - $107,200 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200 per year.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

We are seeking a highly analytical and disciplined Trader to execute and manage long only and hedged equity strategies in separately managed accounts (SMAs). The equities strategies include the utilization of options and/or short positions. The ideal candidate will have a strong understanding of options pricing, volatility, risk management, and execution, along with a solid grasp of how these strategies are applied within broader portfolios. This includes an understanding of underlying equity positions, position sizing, sector exposures, and how options impact overall portfolio construction. This role also demands strong quantitative skills, real-time decision-making ability, and a consistent track record of disciplined execution.

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 days per week, or as assigned by their team leader.

Primary Responsibilities

• Execute and monitor the individual stock (long only and hedged) trading strategies across Separately Managed Accounts (SMAs).
• Maintain a strong understanding of underlying portfolios, including individual holdings, position weights, target allocations, and sector exposures, and how these inputs inform options strategy implementation.
• Execute tax-loss harvesting trades within the confines of the aforementioned strategies.
• Manage trade execution, client allocations, and performance reporting processes.
• Provide feedback and insight to the Portfolio Management and investment teams to inform and refine investment strategies.
• Maintain and manage risk exposures in real-time, adhering to firm and regulatory limits.
• Use proprietary and third-party tools to model trade outcomes and assess risk/reward profiles.
• Collaborate with sell-side firms, portfolio managers, research, operations, and technology teams to ensure accuracy across trade allocations and performance reporting.
• Generate performance reports and contribute to post-trade analysis and strategy improvement.
• Stay up to date on market developments, trading regulations, and industry best practices.
• Manage multiple workflows and projects simultaneously while maintaining a high degree of accuracy and accountability.
• Communicate to stakeholders, including firm advisors and clients (as needed).

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Mathematics, Engineering, or a related quantitative field.
• 3+ years of trading experience, preferably with individual equities and listed options.
• Strong knowledge of derivatives pricing models (Black-Scholes, Greeks, volatility skew/smile).
• Proficiency in trading platforms (e.g., Bloomberg, ThinkOrSwim, TradeStation, Eikon) and analytical tools (Python, Excel/VBA, R, or similar).
• Ability to communicate clearly and collaborate across teams in a fast-paced environment.
• Excellent risk management discipline and ability to make decisions under pressure.
• Detail oriented with the ability to develop and manage checks and balances to ensure accuracy of trades and allocations to client accounts.

The annualized base pay range for this role is expected to be $125,000 - $150,000 per year. 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 rewards may include an annual cash bonus and a comprehensive benefits package.

#LI-KT1

Position Summary 

Focus Financial Partners is seeking an experienced and proactive Senior Workday Technology Analyst to support and enhance the ongoing administration, optimization, and strategic use of the Workday platform. This role is designed for a seasoned Workday professional who brings strong functional platform expertise and who can operate as a trusted advisor to business and technology stakeholders. 

The Senior Workday Technology Analyst plays a critical role as a subject matter expert (SME), leading system enhancements, resolving complex issues, and driving continuous improvement across the platform. This individual will serve as a key liaison between business partners and technical teams, translating requirements into scalable, well-governed Workday solutions in a growing, multi-entity organization. 

The preferred location for this role is in St. Louis, MO; the secondary locations would be New York, NY (Manhattan) with occasional presence in New Hyde Park, NY.

Primary Responsibilities 

• Serve as a senior support resource and subject matter expert (SME) for the Workday platform, resolving complex functional, data, and process-related issues across modules
• Lead configuration, enhancement, and testing efforts to support evolving business needs, ensuring solutions are scalable, well-documented, and aligned with platform standards
• Partner with cross-functional stakeholders to translate business requirements into effective Workday solutions, balancing usability, governance, and long-term maintainability
• Drive semi-annual Workday release activities, including impact analysis, regression testing coordination, documentation updates, and deployment readiness
• Design and support standard and ad-hoc reports, dashboards, and analytics to improve insight, decision-making, and operational efficiency
•  Ensure system stability and data integrity during critical business cycles by proactively identifying risks and resolving issues 
• Collaborate with internal technology teams and external vendors on integrations, enhancements, and continuous improvement initiatives
• Establish and maintain system documentation, configuration standards, and best practices for consistent platform usage 
• Mentor junior analysts and support user adoption through training resources, job aids, and knowledge sharing

Qualifications 

Required: 

• Bachelor’s degree in Information Systems, Business Administration, Finance, Accounting, or a related field (or equivalent practical experience)
• 5+ years of experience supporting, configuring, and enhancing Workday applications in a complex enterprise environment
• Strong understanding of enterprise systems, data flows, and business process enablement
• Demonstratedability to lead platform enhancements and independently manage complex workstreams 
•  Strong analytical and problem-solving skills with a high level of attention to detail 
• Proven ability to influence stakeholders and communicate effectively with both technical and non-technical audiences

 Preferred: 

• Experience supporting Workday in a multi-entity or decentralized organization
• Familiarity with Adaptive or Evisort
• Experience partnering with external vendors and participating in large-scale system initiatives 

#LI-KJ2

This is an exempt position. The annualized base pay range for this role is expected to be between $100,000-135,000 Base Salary Compensation Range.  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 rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 

Position Summary

Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.

In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.

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 per week, or as assigned by their team leader.

Primary Responsibilities

• Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.
• Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.
• Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.
• Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.
• Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.

Qualifications:

• Bachelor’s Degree with 1+ years relevant experience (including internships).
• Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.
• Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred. 
• Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.
• Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.
• Strong interest in financial planning and investments, with a desire to grow and develop in the role.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-SA1

Position Summary 

The Senior Manager – Practice Management & Performance is accountable for the day‑to‑day operational performance, capacity management, and leadership of advice operations teams, ensuring the practice operates efficiently, consistently, and at scale. This role leads Team Leaders across Paraplanning and Client Services and an Operations Manager. The role translates business strategy, standards, and regulatory obligations into effective practice‑level delivery, enabling advisers to focus on client outcomes and growth. The role balances people leadership, commercial insight, and operational discipline to ensure the business is achieving its goals.

This role is located in Melbourne, Victoria, Australia.

Primary Responsibilities

People Leadership & Team Performance

• Lead, coach and develop Operations Manager and Team Leads to drive accountability and consistent delivery of outcomes
• Build a culture of accountability, collaboration and client-centricity
• Set clear expectations for workflow discipline, service quality, and capacity management
• Support Ops Mgr and Team Leads to:
  • Allocate work effectively
  • Build capability and role clarity within their teams
  • Address performance, quality, or capacity issues early
  • Foster a culture of accountability, continuous improvement, and commercial awareness

Practice Operations & BAU Excellence

• Ensure advice operations run smoothly and consistently across the business
• Monitor BAU execution, identifying inefficiencies, bottlenecks, and operational risk
• Act as the escalation point for complex operational or resourcing issues
• Stabilise operations during periods of growth, adviser change, or increased demand

Adviser Productivity & Capacity Management

• Partner with advisers and leaders to improve utilisation and sustainable workloads
• Remove operational friction that impacts advisor productivity or client experience
• Oversee capacity planning across Paraplanning and Client Services teams
• Balance adviser demand with team capability and capacity

Operational Reporting & Commercial Insights

• Own operational and performance reporting, including:
  • Workflow health and WIP
  • Capacity and utilisation metrics
  • Client, FUM, and revenue‑related operational indicators
• Translate reporting into clear insights and actionable recommendations for leaders

Operational Risk, Quality & Governance

• Ensure operational teams work within agreed compliance, AFSL, and governance frameworks

Technology & Systems Enablement

• Act as a senior operational owner of advice systems (e.g. Xplan and related platforms)
• Ensure tools are used consistently and effectively by operational teams
• Partner with Technology and Service Design to embed agreed changes into BAU
• Identify system or process issues impacting productivity or quality

Continuous Improvement & Change Execution

• Lead or support operational improvement initiatives impacting BAU performance
• Own implementation and adoption of agreed changes across teams
• Ensure improvements are practical, embedded, and sustained

Qualifications

• 8+ years leadership experience in financial advice operations, paraplanning, or client services
• Proven experience in implementing and embedding change initiatives
• Experience leading process alignment across the wider business in a way that supports teams and enhances the client experience
• Proven ability to lead others and indirectly manage larger operational teams
• Strong commercial and capacity‑planning mindset
• High confidence engaging with advisers and senior stakeholders
• Ability to balance people leadership with operational execution
• Strong people leadership capability, with the ability to coach, influence, and hold leaders accountable for outcomes
• Sound operational judgment, balancing efficiency, quality, and client experience in day‑to‑day decisions
• Commercial mindset, with a clear understanding of how operational performance supports adviser productivity and business results
• Confident capacity and workload management across competing priorities and adviser demand
• High level of data literacy, able to interpret information, identify trends or risks, and support sound decision‑making
• Disciplined and structured approach to BAU execution, with strong follow‑through
• Comfortable operating within governance and risk frameworks, reinforcing consistent and compliant ways of working
• Calm, resilient, and pragmatic leader, able to cut through complexity and drive practical outcomes

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

Position Summary 

The Practice Manager | Accounting is responsible for the effective leadership, coordination, and continuous improvement of practice management for the accounting division across all locations. The role provides strategic and operational oversight of onshore and offshore teams and ensures consistent, efficient, and high‑quality service delivery aligned with the organisation’s objectives and regulatory requirements.

Working closely with the Head of Accounting, this position plays a key role in driving operational excellence, supporting sustainable growth, and fostering strong working relationships across offices, service lines, and global teams.

This role can be located in Brisbane, Queensland, Australia; Melbourne, Victoria, Australia; Sydney, New South Wales, Australia.

Primary Responsibilities

Strategic Accounting Operations Management:

• Lead and optimise operations across all locations, ensuring alignment with broader company goals and strategic initiatives.
• Develop and execute scalable processes and systems to drive operational efficiency and productivity across the division.
• Work with the Head of Accounting and the Compliance Team to ensure all regulatory and organisational standards are met, ensuring a high level of quality control across the division.

Global Team Leadership & Management:

• Lead and manage both onshore Client Services Team and offshore teams, fostering a culture of collaboration and excellence in line with company values.
• Design and implement best practices for managing offshore teams
• Drive the performance of global teams, ensuring high-quality outcomes, productivity, and alignment with business objectives.
• Drive change management initiatives to support global team integration and performance.

Relationship Management:

• Cultivate and maintain strong, long-term working relationships across multiple locations, serving as the trusted point of contact.
• Understand client needs and work proactively to exceed expectations by delivering high-quality services.
• Identify improvements in service delivery, and ways to drive client satisfaction and retention.

Financial Leadership & Budgeting:

• Work closely with senior leadership and finance teams to monitor and optimise office expenses and resource allocation.
• Ensure accurate billing, timely invoicing, and financial reporting in alignment with the company’s standards and client agreements.
• Identify opportunities for cost optimisation and revenue growth.

Operational Excellence & Continuous Improvement:

• Lead the development of a culture of continuous improvement, proactively identifying and implementing strategies to enhance division and team performance.
• Utilise data and insights to measure key performance indicators (KPIs) and drive operational decisions.
• Collaborate with the Leadership Team to define and implement long-term growth strategies, including resource planning and technology integration.

Risk Management & Problem Solving:

• Identify and mitigate risks related to the division’s operations, employee performance, client relations and global team dynamics.
• Maintain divisions risk matrix.
• Liaise with the Head of Accounting to provide solutions to complex operational issues, working across teams to implement corrective actions and improve processes.
• Act as a key decision-maker for resolving conflicts, operational bottlenecks, and client service concerns, working closely with the Head of Accounting.

Qualifications 

• Extensive experience (7+ years) in managing multi-office operations, ideally within a practice-based environment.
• Proven success in managing offshore teams, with a deep understanding of the challenges and nuances of offshore operations.
• Demonstrated leadership skills, including team management, development, and performance optimisation.
• Exceptional communication and interpersonal, skills, with the ability to engage and influence stakeholders at all levels.
• Strong financial acumen with the ability to manage budgets, expenses and cost optimisation.
• Advanced problem-solving abilities and strategic thinking, with a focus on long-term growth and efficiency.
• Proven ability to drive operational excellence and continuous improvement in dynamic environments.
• Strong understanding of accounting/financial principles and operational best practices.

About Focus Partners Australia 

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services. Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn.  

Position Summary

SCS Financial is seeking a seasoned Head of Trading to lead and elevate our trading function at an exciting moment of firm-wide growth and investment. The ideal candidate will bring both the technical depth of a skilled trading operator and the strategic vision to build a best-in-class trading infrastructure that scales with the firm's continued expansion.

Reporting to the Managing Director of Operations, this leader will own the full trade lifecycle across a sophisticated, multi-team RIA environment — from execution and allocation through reconciliation and risk oversight — while developing a talented team and driving the process and technology enhancements that will define SCS's trading capabilities for years to come.

This role is located in Portsmouth, New Hampshire.

Primary Responsibilities 

Lead the Trading Function

• Establish clear role ownership, accountability structures, and roadmap for trading capacity, technology, and process maturity
• Build and maintain a high-performance team culture rooted in precision, cross-training, collaboration, and shared ownership
• Lead, mentor, and develop a team of four trading professionals
• Define KPI’s, use data to improve execution and strategy
• Represent the Trading team in cross-functional leadership engagements, present initiatives at department or firm-wide meetings, and drive change management
• Manage relationships with Brokers, Liquidity Providers, Exchanges/venues. Evaluate execution quality and negotiate terms

Drive Execution Excellence 

• Oversee all daily trade execution across mutual funds, ETFs, individual equities, and SMAs through the RedBlack order management platform
• Manage aggregated trading demand, order sets, allocation workflows, and daily reconciliation across numerous custodians
• Lead firmwide model implementation and rebalancing, translating investment model changes into scalable, tax-aware execution across all client portfolios
• Enforce trade submission deadlines, best-execution standards, and error prevention controls across all asset classes

Modernize and Scale the Operating Model

• Identify and resolve inefficient manual workflows, particularly across multi-platform coordination (RedBlack, Addepar, custodian systems)
• Drive the strategic vision for the Trading function, including automation and AI opportunities, system enhancements, and integration opportunities
• Establish standardized intake-and-execution processes, repeatable SOPs, and certification frameworks for the trading team

Risk Management & Compliance

• Develop and enforce trading risk policies including drift tolerances, position limits, and IPS compliance monitoring
• Conduct regular advisor drift reviews and serve as the escalation point for complex trading situations (concentrated stock, derivatives, tax-sensitive transitions)
• Maintain compliance with SEC best-execution requirements and all applicable RIA regulatory standards

Qualifications

• 10+ years of trading operations experience within an RIA, multi-family office, wealth management firm, or broker-dealer
• Demonstrated leadership experience managing and developing a trading team at the VP or Director level
• Preferred CFA designation
• Deep proficiency in an order management system; RedBlack strongly preferred
• Extensive knowledge of execution strategies (FWAP, TWAP, market orders, etc.)
• Experience with Salesforce preferred
• Familiarity with portfolio accounting systems (Addepar or equivalent) and custodian platforms (Schwab, Fidelity)
• Execution experience across mutual funds, ETFs, individual equities, and SMAs
• Knowledge of SEC best-execution requirements and the RIA regulatory framework
• Track record designing and enforcing trading risk controls and IPS compliance
• Exceptional cross-functional communication and presentation skills
• Highly organized and able to manage high-volume trading demand from multiple advisor teams

This position is an exempt position. The annualized base pay range for this role is expected to be between $170,000–$190,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.