Focus Financial Partners

Position Summary Focus is seeking a strategic, hands-on Senior Manager of IT Service Desk to lead the global end-user support function. This role oversees all frontline support operations—including Service Desk (L1/L1.5/L2), onsite support, new hire onboarding, executive support, and all intake channels (chat, portal, phone, email, walkup). The ideal candidate is a modern IT leader with a strong customer‑centric mindset. You will drive service‑delivery excellence, standardize processes, strengthen operational performance, and continuously elevate the employee experience across the organization. This role is located in St. Louis, MO. Primary Responsibilities Leadership & Workforce Management Lead and develop distributed onshore and offshore service desk teams Manage vendor and partner relationships Establish workforce models, training, and succession planning Define and execute the enterprise Service Desk strategy aligned to business outcomes, user experience,...

Position Summary Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Deep understanding of our investment philosophy and the investments we use. Responsible for setting up clients...

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 service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department, and the role requires...

Position Summary Focus Partners Wealth is seeking an Advisor Platform Specialist to join our team! The Advisor Platform Specialist serves as a primary liaison between Focus advisory teams and key WealthTech platform support teams, including portfolio accounting, financial planning, and client engagement platforms. This role is responsible for supporting day-to-day platform usage, assisting with issue resolution, and helping ensure advisors have a consistent, high-quality technology experience. The Associate partners closely with internal teams, vendors, and advisory stakeholders to support platform adoption, data accuracy, and ongoing enhancements. This role is ideal for someone who is detail-oriented, service-minded, and excited to build deep expertise across the WealthTech ecosystem while contributing to an exceptional advisor experience. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per...

Position Summary Focus Partners Wealth is seeking a Marketing Strategist. As part of the Marketing Strategy team, the Marketing Strategist develops and executes integrated marketing campaigns across key business segments to drive growth and visibility. Collectively, the team manages programs that connect our brand, advisors, and clients through cohesive, results-driven marketing. This position serves as the primary marketing lead for Focus Partners Advisor Solutions while also contributing to firmwide marketing and growth initiatives. The Marketing Strategist collaborates closely with the Focus Partners Advisor Solutions leadership team, the business development team and Marketing and Communications leadership to develop, execute, and track strategic marketing initiatives that drive awareness, engagement, lead generation and conversion. The role combines hands-on execution with high-level strategic planning, ensuring alignment and optimization across Focus Partners Advisor...

Position Summary Focus Partners Wealth seeks a motivated and qualified individual for the position of the Relationship Manager (RM). The RM is a knowledge leader on the FPAS offering and tools and proactively manages assigned relationships as the primary point of contact for assigned Advisors on the platform. The RM is an organized individual that prioritizes time and resources to ensure they deliver a high-level experience to Advisors to both retain and grow assets on the FPAS platform. As an integral member of the regional team, the RM is responsible for meeting growth goals for assigned firms as well as collaborating with Regional Directors and Divisional Managers in support of all advisors in their region. Primary Responsibilities Manages assigned advisor relationships through consistent, proactive outreach as well as attentive service to inbound advisor requests to meet asset retention and growth goals. Educates advisors on our services by effectively articulating...

Position Summary Focus Partners Wealth is seeking a Transition Manager to join our team! The Transition Manager is responsible for managing the Advisor Onboarding experience, workflow, and all aspects of an Advisor’s transition to Focus Partners Advisor Solutions (“FPAS”). The position oversees the Advisor Onboarding & Transitions process and helps coordinate business transitions for investment advisors moving their clients to FPAS or changing RIA/Broker-Dealers and maintain standardized onboarding experience through advisor training and guidance internally/externally. The role requires a close partnership with senior leaders across the organization and collaboration with cross-functional managers. The Transition Manager position requires organizational skills, understanding of our service offerings, attention to detail, and excellent follow-up and follow-through. The Transition Manager works with the Managing Director, Onboarding & Integration, Integration Advisor(s),...

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to delivering customized advice aligned with each institution’s goals and long-term priorities. In this role, you will partner closely with the Institutional Team to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work...