Associate, Partnership Strategy

Focus Financial Partners•San Francisco, CA

8h•$90,000 - $120,000•Hybrid

About The Position

As part of the Partnership Strategy team at Focus Financial Partners, you will play a vital role in supporting and driving growth for our RIA network firms in the rapidly evolving RIA sector. This position offers an exciting opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development. This role is based in San Francisco, CA or New York, NY.

Requirements

2-3+ years of combined experience working in wealth management and / or consulting (ideally with experience in wealth management and/or financial services)
Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA
Proficiency in Microsoft Excel and PowerPoint applications
Demonstrated leadership and ability to be a self-starter

Nice To Haves

Experience on a client facing team with revenue and / or asset goals a plus
Prior consulting, practice management, and / or wealth management experience a plus

Responsibilities

Serve as a junior relationship manager to Focus network firms, in a team-based delivery model to support the success of firms
Work directly with Focus firms ($500M - $100B+ in Assets Under Management) on initiatives to drive growth, improve business efficiency, and improve sustainability
Track P&L changes across firms and highlight areas for operational efficiency and growth improvements
Develop strategic initiatives and drive analyses to support decision making across Focus network firms
Be a part of the most significant business transformation in the history of the RIA sector, through a unique lens at the intersection of strategy and execution for Focus network firms