VP, Partnership Strategy

Responsibilities

• Serve as a relationship manager to 50+ Focus Network firms in a team-based delivery model
• Work directly with Focus firms to lead initiatives driving growth, business efficiency, and sustainability
• Monitor P&L performance across firms to highlight areas for operational efficiency and growth
• Drive a strategic agenda with Network firms and support decision making through data and insights
• Partner with senior Focus resources to deliver client solutions to Network firms

Requirements

• 4-6+ years of combined experience in wealth management and/or consulting
• Undergraduate degree required; Graduate degree highly preferred
• Demonstrated leadership and ability to be a self-starter

Preferred Qualifications

• Knowledge of the RIA marketplace, competitive set, and economic models
• Experience on a client-facing team with revenue or asset goals
• Prior consulting, practice management, or wealth management experience

About the Company

Focus Financial Partners is a leading financial services firm comprised of integrated wealth management, family office, and business management services. The company helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions.