VP, Partnership Strategy

Focus Financial Partners•San Francisco, CA

3h•Hybrid

About The Position

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

Requirements

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

Responsibilities

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