VP, Partnership Strategy
San Francisco, CA - USA
Job Summary
Position Summary
As part of the Partnership Strategy team at Focus Financial Partners you will play a pivotal role in driving growth and operational excellence for our partner firms. This position offers a unique opportunity to work at the forefront of the rapidly evolving RIA sector leveraging your strategic and analytical skills to help shape the future of wealth management.
This role can be based in New York NY; or San Francisco CA.
Primary Responsibilities
- Serve as a relationship manager to 50 Focus Network firms in a team-based delivery model
- Work directly with Focus firms ($500M - $100B in AUM) in leading and supporting initiatives to drive growth improve business efficiency and improve sustainability
- Monitor P&L performance across firms to highlight areas for operational efficiency and growth improvements
- Drive a strategic agenda with Network firms and support decision making through delivering data insights and impact
- Partner with senior Focus resources in delivering our platform of client solutions to Network firms
- Be a part of the most significant business transformation in the history of the RIA sector through a unique lens at the intersection of strategy and execution for Focus partner firms
Qualifications
- 6-8 plus years of combined experience working in wealth management and / or consulting (preferably with a focus on wealth management or financial services)
- Understanding and knowledge of the RIA marketplace competitive set economic model and internal workings of an RIA a plus
- Experience on a client facing team with revenue and / or asset goals a plus
- Prior consulting practice management and / or wealth management experience a plus
- Demonstrated leadership and ability to be a self-starter
About Focus Partners
Focus Partners a business division of Focus Financial Partners brings together businesses across Wealth Business Management Family Office and International. Collectively these firmsspanning the U.S. Canada and Australiadeliver a broad spectrum of financial advice solutions to individuals families and institutions.
Our vision is clear: to be the leading fiduciary advice company in the world. For clients that means an experience built around their needs. For advisors it means access to the resources tools and capabilities typically available only at the largest global institutions.
We believe talent is the key to realizing this vision. Thats 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 $150000$189000 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 applicants 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 candidates experience and education.
About Focus Financial 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 follow the company onLinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates 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 .
The following language is for US based roles only
For California Applicants:Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Required Experience:
Exec