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 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
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 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 $65,000-$70,000 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

As part of the Partnership Strategy team at Focus Financial Partners, you will play a pivotal role in driving growth and operational excellence for our partner firms. This position offers a unique opportunity to work at the forefront of the rapidly evolving RIA sector, leveraging your strategic and analytical skills to help shape the future of wealth management.

This role can be based in New York, NY; or San Francisco, CA.

Primary Responsibilities

• Serve as a relationship manager to 50+ Focus Network firms, in a team-based delivery model
• Work directly with Focus firms ($500M - $100B+ in AUM) in leading and supporting initiatives to drive growth, improve business efficiency, and improve sustainability
• Monitor P&L performance across firms to highlight areas for operational efficiency and growth improvements
• Drive a strategic agenda with Network firms and support decision making through delivering data, insights, and impact
• Partner with senior Focus resources in delivering our platform of client solutions to Network firms
• Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus partner firms

Qualifications

• 6-8+ plus years of combined experience working in wealth management and / or consulting (preferably, with a focus on wealth management or financial services)
• Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA a plus
• Experience on a client facing team with revenue and / or asset goals a plus
• Prior consulting, practice management, and / or wealth management experience a plus
• Demonstrated leadership and ability to be a self-starter

About Focus Partners

Focus Partners, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.

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 $150,000–$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.

Position Summary

Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.  They are responsible for delivering solutions-oriented service to advisory teams and clients.  This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.  This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.  Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.  Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.  The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization. 

Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.  Occasional overtime may be required.  Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role. 

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 and timely service daily to advisors and clients with a “one contact resolution” mindset.
• Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.
• Handle all communications between the custodians and Operations with advisors or clients.
• Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.
• Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.
• Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.
• Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.
• Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.
• Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress.  
• Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.
• Demonstrate care, empathy, and a genuine desire to help advisors and clients.
• Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.
• Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.
• Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.
• Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.

Qualifications

• 3+ years in the RIA industry with custodian and client-facing service experience
• Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)
• Proficiency in using Salesforce or a similar CRM system.
• Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.
• Strong problem-solving skills and ability to think critically and work independently in resolving client issues.
• Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.
• Work well in a team environment, fostering a collaborative and inclusive work culture.
• Embrace innovative approaches and ideas and adapt quickly to new methods.
• Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.
• Operations experience in private / alternative investments (plus)
• Experience with UHNW / Family Office clients 

The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000.  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-SA1

Role Overview

The Head of Cybersecurity Governance is a senior leadership role responsible for establishing, operating, and continuously improving the firm’s cybersecurity governance program. This role owns cybersecurity awareness and training, the development and lifecycle management of all security policies and standards, and the coordination of cybersecurity regulatory compliance efforts in partnership with Legal, Privacy, Compliance, Risk, IT, and business teams.

This leader will build and manage a high‑performing cybersecurity governance team and serve as a key connector between security strategy, regulatory obligations, and business execution. The role reports to the Chief Information Security Officer (CISO) and plays a critical role in enabling a strong, scalable, and compliant cybersecurity posture across the organization.

This role is hybrid with 3 days per week onsite in St. Louis, MO, New York City, NY or Boston, MA

Key Responsibilities

Cybersecurity Governance & Policy Management

• Own the cybersecurity governance framework, ensuring alignment with enterprise risk management, business objectives, and regulatory requirements.
• Lead the creation, maintenance, and periodic review of all cybersecurity policies, standards, procedures, and guidelines.
• Establish and manage a formal policy lifecycle process, including approvals, exceptions, waivers, and annual reviews.
• Ensure policies are practical, enforceable, and clearly mapped to security controls and regulatory obligations.
• Partner closely with Cybersecurity Engineering, Operations, and Risk Management teams to ensure governance is aligned with real‑world controls and practices.

Cybersecurity Awareness & Training Program

• Design, implement, and continuously improve the enterprise cybersecurity awareness and training program.
• Own mandatory security training, phishing simulations, role‑based training, and executive‑level awareness initiatives.
• Measure training effectiveness through metrics, trends, and risk‑based outcomes.
• Promote a strong security culture across the organization, balancing education, accountability, and business enablement.

Regulatory & Compliance Program Leadership

• Partner with Legal, Privacy, Compliance, and Risk teams to design and operate a cohesive cybersecurity regulatory compliance program.
• Interpret and operationalize cybersecurity‑related laws, regulations, and standards (e.g., NYDFS, GLBA, SEC, GDPR/CCPA, ISO, NIST).
• Maintain regulatory mappings between requirements, policies, controls, and evidence.
• Support regulatory exams, audits, client due diligence, and third‑party assessments related to cybersecurity governance.
• Monitor emerging cyber regulations and assess their impact on the organization.

Cross‑Functional Partnership & Stakeholder Engagement

• Act as the primary cybersecurity governance partner for IT, Legal, Compliance, Privacy, HR, and business leaders.
• Translate regulatory and policy requirements into actionable guidance for technical and non‑technical teams.
• Provide clear, executive‑ready reporting on governance posture, compliance status, and key risk themes.
• Support board‑level and executive governance forums with clear, concise insights.

Team Leadership & Program Management

• Build, lead, and mentor a cybersecurity governance team, including policy, training, and compliance specialists.
• Define team structure, roles, career paths, and performance expectations.
• Establish scalable processes, tooling, and metrics to support governance operations.
• Drive continuous improvement through automation, standardization, and data‑driven decision‑making.

Qualifications & Experience

• 10+ years of experience in cybersecurity, governance, risk, or compliance roles, with increasing leadership responsibility.
• Proven experience building and running cybersecurity governance, policy, and awareness programs in a regulated environment.
• Strong understanding of cybersecurity frameworks and regulatory requirements (e.g., NIST CSF, ISO 27001, NYDFS, GLBA, SEC).
• Demonstrated ability to partner effectively with Legal, Compliance, Privacy, IT, and business teams.
• Experience leading and developing teams and managing complex, cross‑functional initiatives.
• Exceptional written and verbal communication skills, with the ability to influence at senior and executive levels.

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $200,000–$225,000 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.

The VP of FP&A is a senior finance leader that will report to the Head of FP&A and lead enterprise-wide FP&A efforts around budgeting, planning, annual forecasting and management reporting for Focus.  This role will partner closely with business unit and corporate finance teams as well as business and functional leaders to build scalable and consistent processes and drive deeper insights and predictive measurements of performance.  

Primary Responsibilities

• Lead company-wide annual budgeting, forecast and strategic plan which includes the long-range planning process in coordination with business units, strategy team and corporate teams
• Deliver enterprise monthly financial reporting packages to management and the Board with clear interpretation and actionable insights
• Develop and analyze key performance indicators and trends across Focus and business units
• Help translate performance and data into strategic recommendations and business narratives.
• Enhance FP&A tools, systems and process to drive further automation and AI opportunities
• Monitor actual results to budget, forecast and prior-year performance to identify variances and recommend actions
• Perform benchmarking analysis on other industry participants for comparative performance measurement
• Support Board presentations, M&A activities and other special projects as needed
• Ensure financial analysis and reporting meet industry standards and regulatory requirements
• Lead, develop and mentor FP&A team to achieve goals and objectives

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related finance field
• 15+ years of progressive experience in FP&A, corporate finance or related roles
• Demonstrated expertise in wealth management, RIAs, private banking, asset management, or broader financial services.
• Experience working in large, complex organizations (both public and private)
• Excellent executive presence, communication, collaboration, and leadership skills
• Strong problem-solving skills with the ability to exercise sound judgement and make decisions
• Advanced proficiency in financial systems
• Advanced Excel skills required, working knowledge of VBA, macros and business intelligence (BI) tools(preferred)
• MBA in Finance (preferred)
• Familiarity with cloud data platforms (preferred)
• Familiarity with TM1, Workday ERP and Adaptive Planning(preferred)

This position is an exempt position. The annualized base pay range for this role is expected to be between $225,000- $275,000 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 Financial Partners is seeking a proactive and detail-oriented Senior Risk Operations Specialist to support and strengthen our organization’s Cybersecurity program. This role is responsible for supporting key risk pillars: Vulnerability Management and Risk Management. A successful candidate will have knowledge of one or more of these areas and be able to assist with writing policy and process, supporting deployment of technology and handling incident response in a variety of environments. The candidate will also manage and maintain cybersecurity dashboards to track key performance indicators (KPIs) across all partner firms.

This role can be based in New York, NY / St Louis. MO / Remote

Primary Responsibilities

• Provide input into an evolving enterprise risk program, ensuring risks to data security are identified, quantified and documented.
• Develop and maintain information feeds for new and evolving vulnerabilities.
• Collaborate with other technical teams to assess vulnerability criticality and coordinate patch deployment. 
• Participate in audits and assessments to demonstrate compliance and remediate findings.
• Execute cybersecurity training and awareness programs across partner firms. 
• Develop and maintain real-time dashboards and reports to measure cybersecurity program effectiveness. Work across other cybersecurity functions to incorporate KPI data.
• Work with the Head of Cybersecurity Risk to establish and track KPIs such as incident response times, policy compliance rates, and training completion.
• Provide regular reports to leadership and stakeholders.
• Act as a liaison between IT, compliance, and external partners to ensure cohesive security practices.

Qualifications

• Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience). Master’s preferred.
• 3-5 years of experience in cybersecurity, policy development, or GRC (governance, risk, and compliance).
• Familiarity with cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory environments in financial services.
• Excellent written and verbal communication skills.
• Industry certifications such as CISSP, CISM, or GIAC (GSEC, GCCC) are preferred.
• Prior experience in a multi-partner or financial services environment is preferred.
• Familiarity with privacy regulations such as GDPR or CCPA is preferred.
• Ability to manage multiple projects and stakeholders simultaneously.

About Focus Financial Partners

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The annualized base pay range for this role is expected to be between $110,000-$130,000.  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.

The Head of Total Rewards is responsible for leading the strategy, design, execution, and continuous improvement of enterprise-wide compensation, benefits, equity, and recognition programs. Reporting to the CHRO, this leader will modernize total rewards programs, build scalable processes, develop a high-performing team, and ensure rewards programs support business growth, performance, and employee engagement.

This role requires a strategic, hands-on leader who can balance long-term vision with day-to-day execution. The ideal candidate is equally comfortable operating at the executive level, developing talent, improving processes, and getting into the details to drive results.

Primary Responsibilities

 Strategic Leadership

• Develop and execute a comprehensive total rewards strategy aligned with business goals and talent priorities
• Serve as a trusted advisor to the CHRO and senior leadership team on compensation, benefits, and market trends
• Ensure rewards programs are competitive, equitable, and scalable across all business units

Compensation

• Lead the design, administration, and governance of base salary, annual incentive, commission, and long-term incentive programs
• Oversee annual compensation cycles including merit planning, bonus processes, promotions, and market reviews
• Partner with Finance on budgeting, forecasting, and compensation modeling
• Support executive compensation programs, including board-level materials, analytics, and recommendations
• Ensure compliance with all applicable compensation regulations, reporting, and governance requirements

Benefits & Wellbeing

• Lead strategy and oversight of health, retirement, wellness, leave, and other employee benefit programs
• Evaluate vendor partnerships and optimize benefits offerings to balance employee experience, competitiveness, and cost efficiency
• Drive employee education and engagement and education around benefits programs and resources

Operations & Transformation

• Assess current processes and implement more efficient, scalable ways of working across total rewards
• Lead systems optimization and process automation, including partnership with Workday team
• Build governance, controls, and repeatable processes that improve execution and service delivery
• Support integration and harmonization efforts across a dynamic and evolving business portfolio

Team Leadership

• Lead, coach, and develop a high-performing total rewards team focused on accountability, collaboration, and continuous improvement
• Establish clear priorities, development plans, and operating rhythms across the function

Qualifications

• 15+ years of progressive experience in compensation, benefits, or total rewards, including senior leadership responsibility
• Experience with Workday, including Compensation, Advanced Compensation, Benefits, and related HR systems modules required
• Proven success building, scaling, or transforming total rewards functions in a complex or high-growth environment
• Deep expertise in compensation strategy, market benchmarking, incentive design, and rewards governance
• Strong working knowledge of employee benefits and retirement programs
• Demonstrated ability to improve processes, simplify operations, and drive measurable outcomes
• Strong financial and analytical acumen with the ability to translate data into business insights
• Executive presence with strong communication and stakeholder management skills
• Experience in financial services, professional services, private equity0backed, or multi-entity organization preferred
• Bachelor’s degree required; advanced degree preferred

This position is an exempt position. The annualized base pay range for this role is expected to be between $275,000 - $325,000 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
Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. This position can be based out of Century City on a hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts.

Primary Responsibilities

• Supervision and training of assigned Staff Accountants and assigned Account Managers
•  Review and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)
• Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances
• Supervise and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns
• Conduct tax research and multi-jurisdictional planning, and foreign touring clearances
• Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
• Communication with clients and client representatives via phones, email, and in-person meetings
• Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
• Assist Managing Director in identifying and onboarding prospective clients
• Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end
• Other projects and duties as assigned

Qualifications

• Bachelor's degree with at least 4+ years in a similar role is required
• Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
• Basic understanding of AgilLink is highly preferred
• Familiarity with GoSystems, CCH Axcess, or SurePrep required
• Proven knowledge of auditing standards, procedures, laws and rule/regulations
• Sense of urgency and demonstrated ability to follow through
• Commitment to professionalism and accuracy
• Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
• Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred 

The annualized base pay range for this role is expected to be between $135,000 - $175,000. 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

The Associate will be a member of Focus’s business development team for M&A transactions. The Associate will join a high-functioning, nimble team and will focus on sourcing and building relationships with independent wealth management firms across the country, relying on strong communication and analytical skills to vet transaction partners for Focus. The Associate will also support the team’s M&A strategy through a wide range of business development projects. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities, with significant daily autonomy. Successful Associates will have the opportunity for advancement over time.

This role is based in New York, NY or Austin, TX. 3 days/week onsite is required. 

Primary Responsibilities

• Execute Focus’ M&A strategy by sourcing and advancing relationships with principals of wealth and business management firms
• Lead quality conversations that demonstrate Focus’ value proposition to advisors and clients with prospective acquisition partners
• Identify data-informed investment theses for wealth management transaction opportunities that advance Focus’ companywide goals
• Support Focus’ knowledge of the industry’s competitive landscape through continuous evaluation of 3^rd party research and industry publications
• Collaborate with team members to review and analyze financial data received from prospects to assess strategic fit and financial viability
• Prepare and present term sheets alongside other team members
• Organize and plan trips for senior team members to meet potential partners
• Manage CRM and pipeline activities

Qualifications

• Bachelor’s degree from a top university or college
• 2+ year(s) full-time work experience in business development, wealth management or an adjacent industry
• Excellent interpersonal and communication skills
• Strong organizational and prioritization skills
• Proficient in Microsoft products
• Intellectual curiosity and confidence to take initiative
• Competency in financial statement analysis, M&A and strong analytical skills is a plus

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This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$110,000 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 Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This role will partner closely with advisory, investment, operations, technology, compliance, and finance team members to build scalable reporting, strengthen data governance, and advance a more data-driven organization. The Director will help build scalable reporting frameworks for billable client assets and firm-level performance benchmarking.

This position will be an integral contributor to the company’s FP&A and data analytics.

This reports to the VP of FP&A and Data Analytics.  

This role can be located in New York, NY; New Hyde Park, NY; St. Louis, MO

Primary Responsibilities

• Help build and develop a high-performing finance data analytics team responsible for dashboards, KPI reporting, ad hoc analysis, business intelligence, and advanced analytics.
• Partner across all business disciplines to improve data quality, establish common definitions, and enable trusted analytics across CRM, portfolio reporting systems and billing systems.
• Deliver meaningful reporting across client trends, segmentation, productivity, profitability, and retention metrics.
• Navigate the firm's data warehouse capabilities, ensuring clean integration of data to our Enterprise Resource Planning (ERP) system and other reporting platforms.
• Identify and implement opportunities to use predictive analytics and AI to improve process automation.
• Drive adoption of self-service analytics tools, data literacy, and a culture of evidence-based decision-making across the finance organization.
• Establish strong standards for governance, date quality, and privacy to support regulatory, risk, and audit requirements.
  
  

Qualifications         

• Bachelor’s degree in data science, statistics, finance, computer science, or a related quantitative field
• 7 to 10 years of progressive experience in data analytics in a large and complex environment
• Proficiency in SQL, Python/R, and BI tools (Tableau, Power BI, or similar)
• Excellent communication, collaboration, and leadership skills, with the ability to explain complex analyses to non-technical audiences.
• Demonstrated understanding and experience in financial services.
• Familiarity with cloud data platforms (Snowflake, Databricks, Azure Synapse).
• Familiarity with Workday ERP and Adaptive Planning.
• Experience implementing predictive analytics, machine learning, or self-service analytics programs in a regulated environment.

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This position is an exempt position. The annualized base pay range for this role is expected to be between $160,000-$200,000 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 Associate will be a member of Focus’ core strategy team which oversees all corporate development / M&A activities across Focus, with immediate responsibilities in M&A execution. The Associate will play a critical role in participating in every step of the deal process from proposal to close, working closely with senior team members to drive deals to completion. This includes conducting financial analysis, structuring and modeling deal terms and investment committee papers, due diligence, and coordinating with various stakeholders across the firm. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities. Successful Associates will have the opportunity for advancement over time.

This role is based in New York, NY; Austin, TX; San Francisco, CA.

Primary Responsibilities

• Participate in every step of the M&A deal process from proposal to close
• Review Confidential Information Memorandums (CIMs) for investment banker-led processes to assess fit and coordinate NDAs / management meetings with investment bankers
• Financial due diligence and P&L scoping for prospective deals (for both internal and external firms)
• Structuring and modeling deal terms
• Preparing and presenting Investment Committee (IC) memorandums to the IC committee
• Preparing and presenting term sheets
• Acting as central point for coordination across Focus’ Corporate and business line teams
• Assisting senior team members throughout the deal process, gaining cross-functional exposure to legal, finance, and other teams

Qualifications

• Bachelor’s degree from a top university or college
• 2-3 years full-time work experience in investment banking, private equity or strategic consulting
• Competency in financial statement analysis and strong analytical skills
• Excellent interpersonal and communication skills
• Strong organizational and prioritization skills
• Excellent attention to detail
• Intellectual curiosity and confidence to take initiative
• Ability to present and discuss analysis/findings to various stakeholders

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$120,000 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.

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