Focus Financial Partners

Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.

501-1000 employees

Founded 2006

$50M series unknown

Financial Services

Public Company

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Financial Services Wealth Management Finance Asset Management

Hybrid Work Model

This company offers a hybrid work model combining remote and office work.

Open Positions2

Location: New YorkNYSt. LouisRemoteFull-TimeFinancial ServicesPosted

Senior Strategic Initiatives Specialist

Own individual workstreams within the AI Strategy Program and other cross-functional initiatives.
Build and maintain operating infrastructure for complex projects, including project trackers, decision logs, and risk registers.
Triage incoming requests and competing priorities to focus on high-leverage work.
Build financial models, business cases, and ROI frameworks to support strategic decisions.
Conduct competitive intelligence and market research, synthesizing findings into executive summaries.
Prepare board materials, executive presentations, and governance committee deliverables.
Represent the Strategic Initiatives team in cross-functional meetings to align stakeholders.
Support the execution of enterprise AI strategy, including vendor evaluations and pilot program management.

Project ManagementMicrosoft ExcelMarket Research+1 more

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About Focus Financial Partners

Focus Financial Partners pioneers growth for independent wealth management firms. We offer resources and capital, helping over 80 partner firms serve more than $500 billion in assets. Our network spans across the US, Canada, Australia, and the UK. We empower these firms to deliver personalized solutions to individuals, families, and institutions. Our M&A expertise helps firms expand, backed by over 300 strategic transactions.

How We Work

We embrace a client-first fiduciary philosophy, supporting our partners' independence. Our work arrangements are flexible, with options for remote, hybrid, or in-office models, requiring management and HR approval. We foster teamwork and collaboration, providing career advancement opportunities. Frequent Zoom interactions and company-sponsored events nurture a friendly, family-like culture across our distributed teams.

Why Join Us

Drive impactful compensation strategies for a complex, multi-entity organization.
Lead the implementation and optimization of Workday Compensation, shaping our infrastructure.
Collaborate with HR and business leaders to standardize and scale compensation practices.
Influence pay equity analyses and governance frameworks across diverse entities.
Contribute to a company with over $500 billion in assets and a history of growth through acquisitions.

Benefits & Perks

Comprehensive medical, dental, and vision insurance.
Life insurance and 401(k) retirement plan.
Paid time off and flexible working hours.
Support for professional development.
Wellness programs and parental leave benefits.

Tech Stack

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