Focus Financial Partners Jobs in United States

Senior Tax Staff Accountant · The Senior Tax Staff Accountant plays a crucial role in supporting clients by preparing and reviewing various reports. · Prepare individual, corporate (S corp and C corp), partnership, estate, trust tax returns; · ...

· Position Summary · The Project Manager role in the Focus IT organization is responsible for planning, executing, and closing projects according to strict deadlines and within budget. This role coordinates internal resources, third-party vendors, and cross-functional teams to d ...

· Position Summary · Focus Partners Wealth is seeking a Client Service Associate to join our team The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client. The Clie ...

We are seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA.The Account Manager acts as the primary point of contact for all client-related needs. · ...

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 aspirati ...

· Position Summary · At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partn ...

Position Summary · NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Billing Specialist to join our team in Stamford, CT office. The Billing Specialist is responsible for NCAM operational billing and financial reporting functions. · This role wi ...

As an Operations Specialist at Focus you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. · ...

Wealth Management Team is seeking an Alternatives Associate to work closely with the firm's Wealth Management Team and Focus provides team members the flexibility to work a hybrid schedule. · Prepare and review subscription documents for alternative investments (i.e., private equ ...

The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional solutions-oriented service to independent financial advisors and oversee timely execution of operational requests. ...

We are seeking a dedicated and detail-oriented Corporate/Transactional Paralegal to assist attorneys in our Legal Department across a diverse range of corporate matters. · ...

Focus Financial Partners is seeking a Senior Incident Responder. This role will be responsible for supporting and enhancing the execution of the firm's incident response plan, as well as being a subject matter expert in data security, · ...

We are seeking a strategic attorney to join our team as Associate Vice President - Commercial Counsel, Procurement. · ...

Focus Partners Wealth busca un Compliance Data Analyst. El analista de datos de compliance recopila, analiza y prueba datos para apoyar el programa de cumplimiento de la empresa. · Ayuda con las implementaciones, administración y mejoras del programa de cumplimiento. · Analiza da ...

NorthCoast Asset Management is looking for an Investment Analytics Associate to join our team in our Stamford office. · ...

+Job summary · We are seeking a Vice President to join our Boston, MA or Portsmouth, NH office. · +ResponsibilitiesActively manage and oversee the client's investment and financial plans · Prepare client meeting presentations and oversee any manual reporting coordination · ...

A leading financial services firm in Boston is seeking a Head of Marketing and Sales Strategy. This hybrid role involves driving brand strategy, enhancing sales enablement, and overseeing client experience initiatives. The ideal candidate will have over 10 years of experience in ...

Chief Architect · A leading financial advisory firm seeks a seasoned Chief Architect · To shape the firm's technology future by designing an enterprise architecture that enhances investment management and client experience. · Candidates should have over 12 years of architecture l ...

A leading financial services firm is seeking a Vice President to join their Boston or Portsmouth office. The ideal candidate will have a background in investment and wealth management, strong client service skills, and the ability to manage complex financial plans. Responsibiliti ...

· Position Summary · Gelfand, Rennert & Feldman is seeking a Senior Python Developer  to join our team of dedicated professionals. This is a remote position but this candidate should be based and operating in the Eastern Time Zone (EST). They will be collaborating with teams acr ...