Senior Associate, Partnership Strategy

position summary

as part of the partnership strategy team at focus financial partners, you will play a vital role in supporting and driving growth for our ria network firms in the rapidly evolving ria sector. This position offers an exciting opportunity to work closely with a diverse portfolio of wealth management firms and contribute to their strategic development.

this role is based in san francisco, ca, st. Louis, mo, and new york, ny.

• serve as a junior relationship manager to focus network firms, in a team-based delivery model to support the success of firms
• work directly with focus firms ($500m - $100b+ in assets under management) on initiatives to drive growth, improve business efficiency, and improve sustainability
• track p&l changes across firms and highlight areas for operational efficiency and growth improvements
• develop strategic initiatives and drive analyses to support decision making across focus network firms
• be a part of the most significant business transformation in the history of the ria sector, through a unique lens at the intersection of strategy and execution for focus network firms

• 4+ years of combined experience working in wealth management and/or consulting (ideally with experience in wealth management and/or financial services)
• understanding and knowledge of the ria marketplace, competitive set, economic model and internal workings of an ria
• experience on a client facing team with revenue and/or asset goals a plus
• prior consulting, practice management, and/or wealth management experience a plus
• demonstrated leadership and ability to be a self-starter

the annualized base pay range for this role is expected to be between $135,000-$150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by focus to achieve their business objectives.

For more information about focus, please visit

for california applicants: information on your california privacy rights can be found here

for indiana applicants: it is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the united states, a member of the indiana national guard or a member of a reserve component.

for maryland applicants: i understand that under maryland law, an employer may not require or demand, as a condition of employment, prospective employment or continued employment, that any individual submit to or take a polygraph or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.

for massachusetts applicants: it is unlawful in massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

for montana applicants: if hired, the employment relationship is governed by the wrongful discharge from employment act. Mont. Code ann. Section 39-2-901.

for rhode island applicants: focus is subject to chapters 29-38 of title 28 of the general laws of rhode island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the workers’ compensation act of the state of rhode island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.

The company complies fully with the americans with disabilities act.