Focus Financial Partners

Position Summary Focus Partners Wealth is seeking a collaborative and strategic Senior Manager, Operations to lead a team responsible for delivering high-quality operational support within our wealth management business. This individual will oversee day-to-day operations, drive process i

Position Summary The Performance Marketing, Senior 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,

Position Summary Gelfand, Rennert & Feldman is seeking an Administrative Assistant to join our team of dedicated professionals. The Administrative Assistant is responsible for a variety of administrative tasks to support the operations of the firm's office and assigned partners. This positi

Position Summary The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, a

Position Summary The IT Project Manager plays a pivotal role in supporting the organization’s wealth management division by analyzing business processes, identifying improvement opportunities, and facilitating the implementation of solutions to enhance client experience and operational efficiency. T

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented servic

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented servic

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. Thi

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 an

Position Summary Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior 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 a

Position Summary Gelfand, Rennert & Feldman is seeking a Tax Administrative Assistant to join our team of dedicated professionals. The Tax Administrative Assistant is responsible for assisting staff accountants and managers with administrative components of tax filing. This position is fu

Position Summary The purpose of the Client Relationship Manager is to proactively assist the Accounting Team to exceed their clients’ expectations by assuming responsibility for the day-to-day administration activities. On behalf of Focus Partners Australia Accounting and the Accountants proac

Position Summary The ServiceNow Administrator II is a mid-level computer systems professional responsible for independently administering, configuring, analyzing, testing, and modifying the ServiceNow platform and related workflows. This role applies systems analysis techniques, consults with

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 aspiration

Position Summary Gelfand, Rennert & Feldman (GRF) is seeking an Internal Audit and Bank Operations Assistant to join our team of dedicated professionals. The Internal Audit Assistant is responsible for assisting with the internal audit controls of the firm. Focus Financial Partners and GRF provi

Position Summary Focus Partners Wealth is seeking a Workplace Security Manager to join our growing team! The Workplace Security Manager is responsible for the strategy, design, implementation, and ongoing operation of the company's physical security, access control, and emergency management pro

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 aspiration

Position Summary The primary role of the Director, Investment Strategy (Integration) is to successfully lead firms joining Focus through the process of onboarding onto the unified investment platform. The Director, Investment Strategy participates in the full life cycle of integration. They may enga

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 aspiration

Position Summary Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The Firm currently manages over $12.5 billion in equity, fixed income and alte