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

Position Summary

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

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

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

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

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

Primary Responsibilities

Program & Project Execution

• Own individual workstreams within the AI Strategy Program and other cross-functional initiatives — structure the work, drive to decisions, and deliver outputs on timeline.
• Build and maintain the operating infrastructure for complex projects: project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.
• Triage incoming requests and competing priorities across the team’s portfolio; keep the team’s attention on the highest-leverage work.

Analysis & Modeling

• Build financial models, business cases, and ROI frameworks to support strategic decisions — clean, accurate, and built to be used, not just filed.
• Conduct competitive intelligence and market research; synthesize findings into executive-ready summaries and recommendations.
• Support initiative tracking and KPI dashboards that connect strategic priorities to measurable outcomes.

Communication & Influence

• Prepare board materials, executive presentations, and governance committee deliverables; own the quality of the narrative and the numbers.
• Represent the Strategic Initiatives team in cross-functional meetings; keep stakeholders aligned and accountable without positional authority.
• Translate complex, ambiguous situations into crisp problem statements and structured options for senior decision-makers.

AI Strategy Program Support

• Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake process, governance committee operations, and pilot program management.
• Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.
• Serve as a credible, hands-on user of AI tools; bring practical experience to conversations about where and how AI creates value at Focus.

Qualifications

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

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

This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary

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.

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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 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

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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.

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

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

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 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

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