Focus Financial Partners
Business Analyst, Wealth Technology
Position Summary The Business Analyst, Wealth Technology is responsible for supporting the definition, documentation, and execution of operational business processes and technology projects across the organization, with a primary focus on Salesforce initiatives for advisor and operations teams. The
Lead Client & Advisor Experience Manager
Position Summary The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology. This person will serve as the primary point
Manager, Client & Advisor Experience
Position Summary The Manager, Client & Advisor Experience role is a people leader on the Focus Client & Advisor Experience team responsible for leading a team and overseeing the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology. This person will serve
Tax Accountant
Position Summary Altman Greenfield & Selvaggi (AGS) is a fast-growing, boutique Accounting Firm specializing in Business Management for entertainment clients, located in West Los Angeles, CA. We are currently seeking a Staff Tax Accountant for either of our Westwood, CA or Encino, CA offices. Th
Associate Wealth Advisor
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
Associate Wealth Advisor
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
Retirement Plan Specialist
Position Summary The Retirement Plan Specialist is a key member of the Retirement Solutions team, working with assigned FPW advisors in the delivery and ongoing management of employer-sponsored retirement plans, including 401(k), 403(b), cash balance, and non-qualified deferred compensation plans. T
Data & Integration Ops Engineer
Position Summary The Data & Integration Ops Engineer is an experienced data engineering professional responsible for the stable, secure, and efficient operation of Focus's data platforms and integration pipelines. This role bridges data engineering and operations - applying DataOps and DevOps be
BI & Data Engineer
Position Summary The BI & Data Applications Engineer is an experienced BI and data engineering professional responsible for building and maintaining Focus's data consumption layer — the reports, dashboards, and interactive applications that let the business work directly with data in Snowflake.
Analytics Engineer
Position Summary The Analytics Engineer is responsible for owning the design, build, and ongoing maintenance of data products in the MART layer of the firm’s data platform. This role creates and evolves foundational and business data products from governed underlying data, applying reusable business
Business Analyst - Service & Operations
Position Summary As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support. Serving as an extension of the leadershi
Senior Manager, Operations
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
Performance Marketing, Senior Manager
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,
Administrative Assistant
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
Administrative Assistant
Business Manager
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
Onboarding & Integration Project Manager
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
Client Service Specialist
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
Client Service Specialist
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
Director, Data Analytics
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
Associate Wealth Advisor
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