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

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

• 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

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

• 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. 

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 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

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

The Analyst, Product & Platform Management supports the execution and coordination of product and platform initiatives across the organization’s technology ecosystem. This role works across multiple platforms and partners with product managers, platform owners, operations teams, and business stakeholders to provide analysis, coordination, and insight that supports effective prioritization, sequencing, and delivery. The analyst focuses on cross-platform initiatives, dependencies, and performance trends to help ensure products and platforms evolve in a coordinated and scalable manner.

This role is located in St. Louis, MO.

Primary Responsibilities

• Support product and platform owners with cross-platform roadmap tracking, initiative status, and dependency visibility. 
• Analyze platform performance, usage, and adoption trends across multiple platforms. 
• Identify cross-platform dependencies, risks, and sequencing considerations and surface them proactively. 
• Assist with intake, evaluation, and prioritization of initiatives and enhancement requests across platforms. 
• Prepare reports, summaries, and presentations for leadership, working groups, and governance forums. 
• Coordinate with platform managers, operations leaders, vendors, and technology teams on cross-platform initiatives. 
• Support integration, migration, and rollout efforts that span multiple platforms or firms. 
• Help standardize documentation, metrics, and status reporting across platforms. 
• Maintain cross-platform documentation and artifacts to support transparency and decision-making.

Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, or related field. 
• 4+ years of experience in product management, platform operations, business analysis, or related roles. 
• Strong analytical and problem-solving skills, with the ability to synthesize information across platforms.
• Excellent written and verbal communication skills.

This is an exempt position. The annualized base pay range for this role is expected to be between $70,000-$110,000. 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 insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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.

This is an exempt position. The annualized base pay range for this role is expected to be between $135,000-$165,0000.  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-SF1

Position Summary

The Project Manager role in the Focus IT organization is responsible for planning, executing, and closing projects according to strict deadlines and within budget. This role coordinates internal resources, third-party vendors, and cross-functional teams to deliver projects successfully while managing risks and maintaining stakeholder satisfaction. The Project Manager ensures that project goals align with the organization’s strategic objectives and delivers high-quality results, retrospectives, is responsible for driving the execution, governance, and delivery of enterprise-wide technology programs and initiatives. This project manager will enable projects in the IT Program Management Office (PMO) ensuring alignment of programs with business goals, on-time delivery, and efficient resource allocation. The Project Manager may manage a dynamic team of project managers, business analysts or data analysts. The Project Manager will play an important role in enabling transformation, enforcing standardizing delivery practices, and providing transparency into program performance across the organization.

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

Primary Responsibilities

• Lead projects from the IT Program Management Office (PMO) portfolio of projects, follow governance frameworks, enforce standards and best practices.
• Define project scope, goals, and deliverables that support business objectives.
• Develop detailed project plans, schedules, and budgets.
• Coordinate internal resources and third parties/vendors for flawless project execution.
• Identify and manage project risks, issues, and changes throughout the project lifecycle.
• Monitor project progress and report regularly to stakeholders and senior management.
• Lead, motivate, and manage project team members, ensuring clear communication and timely completion of tasks.
• Ensure quality standards and best practices are met in all project deliverables.
• Conduct project reviews and create detailed reports for management and clients.
• Manage relationships with internal clients, vendors, and all relevant stakeholders.
• Facilitate meetings and provide guidance to teams for optimal performance.
• Drive execution on complex, cross-functional IT programs, ensuring workstream alignment, budget adherence, and delivery excellence.
• Partner with business and technology leaders to define program objectives, success criteria, and resource plans.
• Implement and maintain portfolio-level dashboards, KPIs, and reporting to provide transparency to executive stakeholders.
• Manage risk, issue resolution, change control, and stakeholder communication across all key initiatives.
• Manage high-performing team of project managers, develop talent into high performing teams and foster a culture of accountability and execution.

Qualifications

• Bachelor’s degree in business, management, or a related field (Master’s degree preferred).
• Proven experience as a project manager, ideally within a similar industry.
• Demonstrated leadership, organizational, and problem-solving capabilities.
• Strong verbal and written communication skills.
• Proficiency with Asana as a project management tool
• Experience with Power BI as a data illustration tool
• Ability to manage multiple initiatives concurrently in a fast-paced environment.
• Project management certification such as Agile, PMP, PRINCE2, or equivalent (preferred).
• Experience contributing to large, enterprise-wide technology programs (e.g., ERP implementations, cloud migrations, digital transformations).
• Experience leading remote or distributed teams (preferred).
• Ability to navigate complex stakeholder landscapes (preferred).
• Strong analytical, strategic thinking, and adaptability to evolving project and business needs (preferred).

This is an exempt position. The annualized base pay range for this role is expected to be between $90,000-$130,0000.  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-SF1

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.

Position Summary 

The Lead Advisor Development Manager is responsible for the development, administration, and execution of various learning experiences for Focus advisor associates. Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of the Client & Advisor Experience, Wealth Technology Platforms, and Practice Management skills. The Lead Advisor Development Manager will work closely with the Advisory Leadership Team to identify key learning needs of Advisors and deliver learning resources intended to meet those needs. It is the goal of the Advisor Development Team to provide all Focus Advisors with the resources required to continuously grow as professional and deliver an exceptional Client Experience. 

This role is intended for someone who has an advisory or financial planning background, and is willing to lend their hand and help other advisors succeed. This individual must be detail-oriented, service-minded, and willing to adapt in a fast-changing environment. 

This position is open to any of our office locations in the United States. 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

• Collaborate superbly with Advisory Leadership and colleagues across the firm to understand and identify core learning needs of the Advisor community 
• Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging 
• Review their own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed
• Willingness to facilitate weekly learning sessions for new-to-firm and new-to-role advisors in the community
• Build relationships with internal subject matter experts and coordinate live-based and on-demand learning opportunities 

Qualifications 

• Bachelor’s degree 
• 5+ years’ experience in Financial Services or related profession.
• Served as part of an Advisory team for 2+ years
• Familiarity with WealthTech platforms such as Salesforce, Orion, MoneyGuide, eMoney, Holistiplan, or similar financial technology tools.
• Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role.
• Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines.
• Advanced written and verbal communication skills with a service-oriented mindset.
• Comfort working with technology platforms and learning new systems quickly.
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them.
• Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them.
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment. 

Preferred Qualifications 

• Professional certifications specific to the advisory industry (CFP, CPA, EA preferred) 

This position is an exempt position.The annualized base pay range for this role is expected to be between $70,000-$90,000 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

Position Summary

Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams.  They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.

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

• Deep understanding of our investment philosophy and the investments we use.
• Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.
• Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.
• Cash Flow Planning and Cash Management:
• Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.
• Confirm accuracy of a client’s cash needs with advisory team on a periodic basis.
• Propose and execute plans for RMDs and any account cash flows.
• Perform review of cash to be invested or generated.                 
• Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.
• Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.
• Develops recommendations for client accounts for which we do not maintain discretion.
• Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors 
• Effectively prioritize work to meet trade deadlines and service level agreements

Qualifications

• Two years of experience in financial services required
• Experience working with RIAs and Independent Financial Advisors a plus.
• Bachelor’s degree. 
• Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.
• Strong proficiency in Microsoft Applications
• Orion Software, Envestnet Software or Custodian website experience preferred
• Strong written and verbal communication skills. 
• Desire to take ownership and provide the best customer service in the industry
• Energetic self-starter with an extremely positive, can-do attitude
• Strong organization skills with exceptional attention to detail
• Must work well in a team environment, supporting others and filling in as necessary
• Must be able to prioritize and switch tasks as needed

This position 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

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 St Louis. MO; Boston, MA.

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.
• 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.
• 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.
• Minimum of 5 years' experience with creating and maintaining real-time dashboards and reports to measure cybersecurity program effectiveness
• 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.

This is an exempt position. The annualized base pay range for this role is expected to be between $100,000- $120,000.  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

The Performance Marketing Manager will lead the execution and optimization of paid digital acquisition programs designed to generate qualified investor leads and drive measurable pipeline growth for Focus Partners. This role will manage paid search and paid social campaigns, partner with agency resources where applicable, and continuously optimize campaign performance through testing, analytics, and funnel improvements. The ideal candidate combines strong paid media expertise with a deep understanding of lead generation funnels for high‑consideration services.

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

• Plan, execute, and optimize paid search and paid social campaigns across Google, Bing, LinkedIn, and Meta
• Manage performance of six‑figure monthly digital media budgets
• Partner with external agencies on campaign execution, strategy, and reporting
• Develop and manage campaign targeting, audience strategies, and keyword portfolios
• Optimize landing pages and conversion paths in collaboration with the web team
• Implement structured A/B testing programs for creative, messaging, and offers
• Monitor campaign performance and deliver regular reporting on ROI and lead quality
• Collaborate with analytics and CRM teams to ensure accurate tracking and attribution
• Identify opportunities to expand into new performance channels

Qualifications

• Bachelor's degree or relevant work experience
• 5+ years of experience in paid media or performance marketing
• Expertise in Google Ads, LinkedIn Ads, and Meta Ads
• Experience managing lead generation campaigns
• Strong understanding of conversion funnels and attribution
• Experience working with analytics platforms such as GA4 and marketing dashboards
• Experience in financial services, fintech, or professional services is a plus

The Performance Marketing Manager is an exempt position. The annualized base pay range for this role is expected to be between $95,000-$105,000.  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 insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Start Date: June 2026

Position Summary

Focus Partners Wealth is seeking Operations Associates that will serve as a key members of the Core Operations team and support essential back-office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment. Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. Occasional overtime may be required.

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

· Validate and reconcile monetary transactions on custodial platforms (e.g., Schwab, Fidelity).

· Monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.

· Support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.

· Monitor custodian alerts and escalate or distribute updates as appropriate.

· Maintain accurate and timely data entry across core systems, including Salesforce and Orion.

· Communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.

· Collaborate across departments to achieve shared objectives and contribute to team initiatives.

· Share knowledge, best practices, and insights to enhance team effectiveness.

· Assist with team projects and daily operational responsibilities as needed.

· Demonstrate adaptability, initiative, and a proactive approach to changing priorities.

· Consistently model the firm’s core values through actions and communication.

· Contribute to training, knowledge sharing, and onboarding of new team members.

Qualifications

· Bachelor's Degree (expected graduation date by June 2026) OR High School Diploma and 2+ years of relevant Client Service or Customer Service

· Ability to work and commute out of our Clayton, MO office

· Candidates must have permanent authorization to work in the U.S.

· Experience in the service or financial services industry preferred

· High attention to detail and accuracy in handling financial transactions and client information

· Excellent verbal and written communication skills

· Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred

· Proficiency with Microsoft Office Suite and working knowledge of Windows operating systems

· Ability to work independently while collaborating effectively within a team environment

· Strong organizational skills, follow-through, and ability to manage multiple priorities

· Service-oriented mindset with strong interpersonal and relationship management skills

· Self-starter with initiative, adaptability, and problem-solving capabilities

· Commitment to maintaining confidentiality and adhering to compliance standards

This position is a non-exempt position. The annualized base pay for this role is expected to be $50,000. 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 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.

Ideal Candidate Profile

The ideal candidate is a modern IT leader with a strong customer‑centric mindset who drives service‑delivery excellence and operational stability. This role requires experience implementing and supporting ServiceNow in large, global environments, including during mergers and acquisitions. You will standardize processes, strengthen platform performance, and continuously improve the employee experience across the organization.

Position Summary

Acuity is seeking a seasoned ServiceNow Systems Engineer and Subject Matter Expert to serve as the primary technical lead during a period of transition. This role is responsible for performing a technical audit of the current environment, stabilizing the platform, and maintaining ServiceNow health while a new support structure is established.

You will lead platform administration, upgrades, integrations, and strategic decommissioning efforts as processes transition to a new ServiceNow instance. The Senior ServiceNow Administrator will manage, optimize, and extend the ServiceNow platform to support critical IT and business workflows, ensuring stability, security, and compliance within a regulated financial services environment.

This role requires deep expertise in ServiceNow administration and development, strong knowledge of ITSM and CMDB best practices, and the ability to collaborate effectively across technical and business teams while executing against a defined roadmap and product backlog.

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

Key Responsibilities

Platform Stability & Administration

• Serve as the primary technical lead, working closely with the platform owner and lead developer as the new team is formed
• Perform comprehensive environment health checks and technical discovery to understand existing configurations and customizations
• Manage day‑to‑day ServiceNow administration, including users, groups, roles, and security ACLs
• Troubleshoot and resolve complex platform and integration issues
• Manage upgrades, patches, cloning, and release validation across environments

Module & Capability Management

• Support and maintain core ServiceNow modules, including ITSM, CMDB, ITAM, ITOM, and SecOps
• Ensure CMDB integrity through reconciliation rules, discovery, service mapping, and governance aligned to ITIL v4 and CSDM
• Manage and troubleshoot REST/SOAP integrations, IntegrationHub workflows, and MID Servers
• Develop and maintain integrations with enterprise systems such as Microsoft Intune, Azure, and other SaaS platforms

Architecture, Governance & Continuous Improvement

• Act as lead ServiceNow technical architect, defining current‑state and target‑state architecture
• Own platform governance, security compliance, and standards enforcement
• Identify performance bottlenecks and implement remediation strategies
• Collect and analyze metrics to track platform usage, workflow efficiency, and operational health
• Maintain technical documentation covering architecture, data governance, and system design

Collaboration & Delivery

• Work within Agile methodologies to support design, development, testing, deployment, and post‑deployment support
• Partner with ITSM, infrastructure, application, asset, and security teams to support impact analysis and root cause analysis
• Mentor ServiceNow and CMDB resources and contribute to roadmap planning

Required Qualifications

• ServiceNow Certified System Administrator (CSA) required; CAD or CIS certifications preferred
• 8+ years of enterprise ServiceNow administration experience
• Strong understanding of ITSM processes and best practices
• Proven ability to work independently in complex environments
• Strong forensic troubleshooting skills, including reading existing JavaScript, GlideRecord, Business Rules, and Script Includes
• Experience with CMDB, Discovery, Service Mapping, and data governance
• Proven experience with ITSM, CMDB, ITAM, ITOM, SPM, and SecOps
• Integration experience using IntegrationHub, REST APIs, SOAP, and MID Servers
• Proficiency in JavaScript, HTML, CSS, and ServiceNow configuration tools
• Ability to document architecture, data models, and technical designs

Technical Skills

Required

• Enterprise ServiceNow administration and CMDB ownership
• CSDM and ITIL v4 alignment
• Integration workflows, APIs, MID Servers, and ETL concepts
• ServiceNow Flow Designer, Business Rules, Script Includes, Scheduled Jobs
• Strong understanding of infrastructure components (on‑prem, cloud, containers)

Preferred

• Additional ServiceNow certifications (ITOM, Discovery, CMDB, IntegrationHub)
• ITIL v4 Foundation
• Scripting experience (JavaScript, PowerShell, Python)

Soft Skills

• Strong analytical and problem‑solving abilities
• Excellent written and verbal communication skills
• Ability to collaborate with senior leadership and cross‑functional teams
• Strong organizational and project management skills
• High attention to detail and sound judgment under pressure

Preferred Experience

• ITSM, ITAM, ITOM, and CMDB implementations
• Reporting and dashboard development for operational insights
• ServiceNow update sets, migrations, and performance tuning
• Agile delivery methodologies (Scrum or Kanban)

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000- $125,000 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 seeks a motivated and qualified individual for the position of the Relationship Manager (RM). The RM is a knowledge leader on the FPAS offering and tools and proactively manages assigned relationships as the primary point of contact for assigned Advisors on the platform.  The RM is an organized individual that prioritizes time and resources to ensure they deliver a high-level experience to Advisors to both retain and grow assets on the FPAS platform.  As an integral member of the regional team, the RM is responsible for meeting growth goals for assigned firms as well as collaborating with Regional Directors and Divisional Managers in support of all advisors in their region. 

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 

• Manages assigned advisor relationships through consistent, proactive outreach as well as attentive service to inbound advisor requests to meet asset retention and growth goals.
• Educates advisors on our services by effectively articulating the firm’s value proposition in investments, planning and operations.
• Partners with Regional Directors and Divisional Managers to demonstrate tools and resources to prospective advisors.
• Articulates with expertise the options available from a contract, platform and offering perspective for prospective advisors.
• Owner of the onboarding experience for new advisors, coordinating cross-departmental efforts to ensure appropriate training is delivered and introductions to key resources and teams are made.
• Demonstrates expertise on FPAS tools to support advisors’ by generating client proposals and portfolio analysis, delivering up to date and relevant investment research/marketing materials, and introducing third party offerings and resources as appropriate.
• Tracks all Advisor communications and ensures accurate firm/personnel related information in Salesforce.
• Manages weekly follow up tasks for the region and ensures the accuracy of the prospect pipeline and client satisfaction rating within Salesforce.
• Assists advisors in delivering the Design I Build I Protect experience by maintaining proficiency in the FPAS investment philosophy, model portfolios and alternative investment strategies, and the trading experience delivered through each of our platforms.
• Takes ownership of advisor needs and challenges, researches options and utilizes firm resources to provide solutions.
• Collaborates with the Relationship Management and Regional teams to share knowledge and best practices and provide coverage for others on the team.
• Works in partnership with our internal service, operations, and investment teams to ensure the advisors needs and expectations are met.
• Limited travel to advisor events and internal meetings (10% travel).
• As a team player, is always looking for additional ways to support our advisors and team.

Qualifications

• Bachelor’s degree with 2+ years of equivalent work experience or 5+ years of direct advisor-facing experience in Financial Services
• Series 65 or ability to obtain license within 120 days
• Advanced written and verbal communication skills
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them

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 experience and education.

#LI-CB1

Overview

The Senior Cybersecurity Engineer is responsible for protecting Focus’ computer systems, networks, and data from cyber threats. This role involves developing and implementing security measures, monitoring systems, and responding to security incidents. The ideal candidate should have a strong technical background, excellent problem-solving skills, and a thorough understanding of cybersecurity best practices.

This is a hybrid role in St. Louis, MO, and it will require 3 days per week onsite.

Key Responsibilities

• The Senior Security Engineer is principally responsible for deploying and managing information security solutions and controls across the enterprise in a way that is transparent to end users, supports executive strategies, and fundamentally ensures the security of the information Focus is entrusted to protect.
• Partners with MSSP and Incident Response teams to address security incidents and potential threats.
• Monitors logs, alerts, and reports to detect and mitigate potential security breaches.
• Partner with IT infrastructure team when needed to provided enterprise-wide tier III troubleshooting of network, desktop, server (hardware & software) and application performance & connectivity as it relates to Information Security.
• Creates and maintains security standards, operational runbooks and processes.

• Drive and implement key security strategies within the Focus Financial Partners firms designed to protect disparate environments world-wide from threats.  
• Partner with and provide information security expertise to the Focus Financial Partners firms.
• Work closely with other IT departments to ensure security policies are integrated into all aspects of technology development and deployment.
• Keep abreast of the latest cybersecurity trends, threats, and technologies to continuously improve the organization's security posture.

Qualifications

• Bachelor’s degree in Computer Science, Cybersecurity, or a related field or equivalent experience.
• At least 5-7 years of experience in cybersecurity roles, with a proven track record of managing solutions and responding to security incidents.
• Must have extensive experience in deploying, securing, and managing environments, specifically with solutions related to Secure Access Service Edge (SASE), identity management, firewalls, intrusion detection/prevention systems (IDS/IPS), email protection, Endpoint Detection and Response (EDR), and leveraging Managed Security Service Providers (MSSP). This includes a deep understanding of the intricacies involved in setting up and maintaining these solutions, ensuring robust security measures are in place, and effectively managing identities across various platforms.
• Must have experience securing cloud environments such as AWS and Azure

• Experience with API Gateways and other common web application technologies is preferred

• Experience with assessment, development, implementation, integration, optimization, and documentation of a comprehensive and broad set of security technologies and processes

• Strong knowledge of enterprise security concepts/frameworks and products, secure design principles and best practices
• Familiarity with top security frameworks such as NIST CSF, CIS Benchmarks, ISO 27000 series, COBIT, etc.
• Professional certifications such as CISSP, CISM, or CEH are highly desirable.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

#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 Web Experience Manager will own the strategy, performance, and optimization of the Focus Partners website. This role focuses on improving user experience, conversion performance, and the overall digital journey from visitor to qualified lead. This individual partners closely with marketing, content, and technology teams to continuously improve the website through data‑driven testing, content optimization, and design enhancements.

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

• Own the strategy, structure, and performance of the company website
• Lead initiatives to improve conversion rates and lead generation
• Manage website updates, enhancements, and development projects
• Partner with content and SEO teams to ensure content is optimized for discoverability and engagement
• Conduct ongoing UX analysis and CRO testing
• Monitor website analytics and user behavior to identify opportunities for improvement
• Ensure website performance meets accessibility, speed, and SEO best practices
• Manage external vendors or developers as needed

Qualifications

• Bachelor's degree or relevant work experience
• 5+ years of experience managing marketing websites
• Strong understanding of UX, CRO, and digital customer journeys
• Experience with CMS platforms and website development workflows
• Familiarity with web analytics tools such as GA4 or Hotjar
• Experience optimizing websites for lead generation

The Web Experience Manager is an exempt position. The annualized base pay range for this role is expected to be between $95,000-$110,000.  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 insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

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.

#LI-KJ2

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

Focus Partners Wealth’s (FPW) Learning Events Manager is responsible for the development, administration, and execution of various learning experiences for FPW’s advisor associates.  Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of Client Experience, Technology Platforms and Practice Management. The Advisor Learning & Development Team works closely with the Advisory Leadership Team and Advisor Relations Team to identify the key learning needs of our advisors and delivers learning resources intended to meet those needs. It is the goal of the Advisor Learning & Development Team to provide all FPW advisors with the resources required to continuously grow as a professional and deliver an exceptional client experience.

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

• Collaborate superbly with peers and colleagues across the firm to understand and identify core learning needs of the advisor community
• Build relationships with internal subject matter resources (SMR) and facilitate the transfer of knowledge from SMR, as needed
• Translate knowledge and information into learning & development content for consumption in various venues (virtual, live, self-study, etc.)
• Own, manage and deliver various learning projects and initiatives such as live learning events, etc.
• Update training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging
• Review her/his own work for accuracy using a keen eye for details to ensure quality and adherence to all necessary compliance and design standards
• Track the engagement, success and relevance of materials and programs, making improvements and adjustments as needed

Qualifications

• Bachelor’s degree 
• 3+ years’ experience in designing and delivering educational content
• Advanced written and verbal communication skills
• Critical thinker: able to understand core objectives and creatively solve for methods to achieve them
• Demonstrate personal initiative, organization, and time management skills to be able to consistently meet deadlines
• Deep understanding and appreciation for our primary constituents with a continual mindset of what we can create to educate and inspire them
• Enthusiastic, quick, and ongoing learner
• Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment
• Desire to help others
• Travel up to 20%

This position is an exempt position. The annualized base pay for this role is expected to be $60,000 - $65,000 base salary. 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-AH1

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

Focus Financial Partners is seeking an experienced and strategic Workday Platform Manager to lead the design, deployment, and ongoing optimization of our Workday Core Financials environment. This role will play a critical part in advancing our financial systems strategy—maximizing the power of Workday to enable accounting, financial operations, budgeting, reporting, and cross-functional business processes at scale.

You will serve as a consultative partner to Finance, Technology, and Operations stakeholders, driving Workday governance, managing enhancements, and ensuring a best-in-class Workday platform that supports our growth, financial rigor, and operational excellence. If you're excited by the opportunity to modernize financial systems and influence how a firm runs its business through technology, we’d love to speak with you.

This role is located in New Hyde Park, NY; St. Louis, MO.

Primary Responsibilities

• Serve as the strategic Workday FinTech Lead—partnering closely with Finance, and Technology to ensure the system meets current and future financial management needs
• Work with Finance leadership to translate operational, reporting, and compliance requirements into scalable Workday solutions
• Drive Workday governance, roadmap planning, and resource coordination with an emphasis on financial capabilities and business outcomes
• Oversee feature releases, semi-annual updates, module implementations, and system changes; ensure readiness across finance, accounting, procurement, and reporting teams
• Evaluate and recommend enhancements across Workday Financials (e.g., Accounting, Financial Reporting, Projects, Procurement, Expenses) to improve efficiency, data integrity, and auditability
• Lead and mentor Workday support resources, balancing daily financial operations support with larger strategic initiatives
• Configure, test, and deploy functionality within Workday—especially within Core Financials—and ensure integrations and data flows support downstream business processes
• Maintain comprehensive documentation for financial workflows, security roles, integration points, and data governance
• Champion continuous improvement and user adoption of Workday across finance functions through education, documentation, and best practices

Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, Business Administration, or a related discipline—or equivalent professional experience
• Strong experience with Workday Financials (or formal Workday finance training) is highly preferred; understanding of Workday HCM is a plus
• 8+ years of experience in financial systems management, ERP administration, or enterprise application support
• Deep functional understanding of financial workflows, accounting structures, period close, reporting, and data governance within Workday or similar ERPs
• Proven ability to influence senior stakeholders, translate financial requirements into system capabilities, and deliver scalable solutions
• Experience in fast-paced, multi-entity, or decentralized environments is a plus

The annualized base pay range for this role is expected to be between $120,000- $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-SF1

Position Summary 

The Specialist, Platform Reporting supports the day-to-day operation and maintenance of the organization’s reporting platforms and data outputs. This role focuses on reliable execution, configuration support, and issue resolution to help ensure reports are accurate, timely, and aligned with established standards. The specialist works closely with platform managers, analysts, and data teams and is expected to operate with increasing independence in a production reporting environment.

This role is located in St. Louis, MO.

Primary Responsibilities

• Support day-to-day operations of reporting platforms and tools. 
• Configure and maintain standard reports and dashboards within established platforms. 
• Monitor report outputs and data quality; investigate issues and escalate as needed. 
• Support testing and validation of new reports, enhancements, and data changes. 
• Maintain documentation for reports, data definitions, and reporting processes. 
• Coordinate with platform managers, analysts, and data teams on assigned work. 
• Support onboarding and training efforts related to reporting tools and outputs. 
• Respond to and resolve routine user inquiries related to reporting.

Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or related field, or equivalent experience. 
• 1+ years of experience in reporting, operations, data, or technology support roles. 
• Experience working with structured data and reporting tools. 
• Strong attention to detail and commitment to data quality. 
• Ability to work independently within defined processes. 
• Basic familiarity with financial or investment reporting concepts preferred. 
• Experience with reporting platforms such as Orion or Addepar preferred. 
• Experience in financial services or wealth management a plus.

This is an exempt position. The annualized base pay range for this role is expected to be between $60,000- $90,000 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 Financial Partners is seeking a Payroll Manager to lead and oversee the accurate and timely processing of multi-state employee payroll in compliance with all federal, state, and local regulations. This role is responsible for managing end-to-end payroll operations, driving process improvements, ensuring strong internal controls, and serving as a key liaison between HR, Finance, and external vendors.

The Payroll Manager will provide strategic oversight of payroll administration, reporting, and compliance while delivering exceptional service to employees and leadership. This position plays a critical role within the Focus financial reporting team and contributes to broader operational and financial initiatives.

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

Primary Responsibilities

• Lead and manage the full-cycle payroll process, ensuring accurate and timely payroll execution across multiple entities and jurisdictions.
• Oversee payroll data integrity, including compensation changes, bonuses, commissions, benefits deductions, direct deposits, new hires, terminations, and status changes.
• Ensure compliance with federal, state, and local wage and tax regulations; monitor legislative changes and implement necessary updates to processes.
• Manage payroll audits, reconciliations, and internal controls to ensure accuracy and mitigate risk.
• Prepare and review payroll-related reports, including earnings, taxes, deductions, leave, disability, and non-taxable wages; partner with Finance on month-end and year-end reporting.
• Lead the resolution of complex payroll discrepancies through detailed analysis and cross-functional collaboration.
• Serve as primary point of contact for payroll inquiries, escalations, and issue resolution.
• Partner closely with HR, Benefits, and Finance to align payroll operations with organizational objectives and system enhancements.
• Evaluate and optimize payroll systems, workflows, and vendor relationships (including ADP or other platforms) to drive efficiency and scalability.
• Support year-end processes including W-2 preparation, tax filings, and audit documentation.
• Develop, document, and maintain payroll policies and procedures to ensure consistency and compliance.
• Mentor and guide junior payroll team members (if applicable) and contribute to broader team initiatives and cross-functional projects.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Business Administration, or related field.
• 5+ years of progressive payroll experience, including oversight of multi-state payroll processing; experience in the financial services industry
• Demonstrated knowledge of federal, state, and local payroll tax regulations and compliance requirements.
• Experience with ADP or similar enterprise payroll systems required.
• Strong analytical skills with exceptional attention to detail and ability to manage confidential information.
• Advanced proficiency in Microsoft Excel and Microsoft Office Suite.
• Proven ability to manage competing priorities, meet strict deadlines, and operate effectively in a fast-paced environment.
• Strong communication and cross-functional collaboration skills, with the ability to partner effectively across HR, Finance, and leadership teams.

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000-115,000 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 Manager, Client Service. The Manager, Client Service leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes to ensure service standards are met and upheld.

The Manager, Client Service serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients. The role includes directing day-to-day team activities, overseeing complex issues and custodian escalations, and collaborating closely across Client Service, Core Operations, and Platform Operations. Success in this role requires flexibility, sound judgment, proactive leadership, and consistent follow-through in a dynamic environment.

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

1. Service Delivery & Issue Management

• Manage and direct daily Client Service activities, ensuring appropriate coverage and consistent service levels.
• Prioritize work and adjust resources in response to fluctuating volumes, market activity, and seasonal demands.
• Step in during high-volume or high-stress periods to maintain service continuity and team stability.
• Serve as the primary owner for complex, escalated, or non-routine service issues involving advisors, clients, internal teams, or custodial partners.
• Drive issue resolution through effective coordination, sound judgment, and a unified, professional approach.
• Identify recurring issues and partner with stakeholders to address root causes and improve outcomes.
• Retain a limited CSA workload to maintain direct client engagement and provide hands-on support for the team.

       2.Team Leadership & People Management

• Lead, develop, and unify a geographically dispersed Client Service team through clear expectations, accountability, and engagement.
• Coach team members to deliver high-quality, high-touch service and support their professional growth.
• Provide regular feedback and performance coaching to achieve departmental and firm-wide goals.
• Recruit, onboard, train, and develop Client Service team members.
• Address performance and conduct matters in accordance with firm policy.
• Foster a positive, collaborative team culture and support employee engagement initiatives.
• Run team meetings to align priorities and reinforce standards.

       3. Service Operations & Collaboration

• Monitor service metrics and trends to assess workload, capacity, and coverage needs.
• Ensure consistent service delivery through standardized service expectations and best practices.
• Proactively identify risks, bottlenecks, and resource constraints.
• Pursue efficiencies through effective use of tools, processes, and documentation.
• Leverage CRM and service tools to improve workflow management, visibility, and accountability.
• Build strong, trust-based relationships with advisory teams and advisory leadership.
• Advocate for Client Service while balancing advisor expectations, client experience, and firm priorities.
• Partner closely with Operations, Platform, Compliance, and other internal teams to support service delivery and change management.
• Coordinate with leadership to anticipate challenges and define actionable solutions.
• Lead communication and represent Client Service in firm initiatives, projects, and cross-functional efforts.

Qualifications

• 5+ years of experience in the financial services industry, including a minimum of three years in the RIA industry.
• 2+ years of experience supervising or managing service-oriented or operational teams preferred.
• Demonstrated leadership ability with sound judgment, integrity, discretion, and the trust of colleagues.
• Proven ability to independently resolve complex or escalated service issues.
• Strong coaching and people leadership skills, with the ability to motivate and develop team members.
• Commitment to delivering an outstanding advisor and client service experience.
• Excellent communication, active listening, organizational, and relationship-management skills.
• Proven ability to collaborate effectively with stakeholders at all levels and work well with diverse personalities.
• Self-starter with a strong bias for action and the ability to prioritize and manage multiple initiatives in a fast-paced environment.
• Strong problem-solving skills, attention to detail, and consistent follow-through.
• Extensive knowledge of industry back-office practices and custodial platforms, including Charles Schwab and Fidelity.
• Fluency with service and workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related platforms.

The Manager, Client Service is a exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,500.  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

Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator.

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

• Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team.
• Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices.
• Responsible for overall document organization including scanning and storage, both physical & within document management system.
• Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must.
• Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow).
• Manage and track notices, including state and local tax notices.
• Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc.
• Prepare reports/summaries, monitor & review task status’ & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations.
• Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season.
• Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations  and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year.
• Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis.
• Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors.

* (in person January-April & September-October, w/ option to grow into a hybrid (2-3 days in office/week) role May-August & November-December.

Qualifications

• Prior experience in a Tax Admin/Tax Ops type role.
• Great communication skills both verbal & written.
• Comfortable working with various people on short-term and long-term projects.
• Degree preferred.

The annualized base pay range for this role is expected to be $60,000-$70,000. 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-JS1