VP, Partnership Strategy
Focus Financial PartnersAbout the role
<h2> </h2> <h2><strong>Position Summary</strong></h2> <p>As part of the Partnership Strategy team at Focus Financial Partners, you will play a pivotal role in driving growth and operational excellence for our partner firms. This position offers a unique opportunity to work at the forefront of the rapidly evolving RIA sector, leveraging your strategic and analytical skills to help shape the future of wealth management.</p> <p>This role can be based in New York, NY; or San Francisco, CA.</p> <p> </p> <h3><strong>Primary Responsibilities</strong></h3> <ul> <li>Serve as a relationship manager to 50+ Focus Network firms, in a team-based delivery model</li> <li>Work directly with Focus firms ($500M - $100B+ in AUM) in leading and supporting initiatives to drive growth, improve business efficiency, and improve sustainability</li> <li>Monitor P&L performance across firms to highlight areas for operational efficiency and growth improvements</li> <li>Drive a strategic agenda with Network firms and support decision making through delivering data, insights, and impact</li> <li>Partner with senior Focus resources in delivering our platform of client solutions to Network firms</li> <li>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 partner firms</li> </ul> <p> </p> <h3>Qualifications</h3> <ul> <li>4-6+ plus years of combined experience working in wealth management and / or consulting (preferably, with a focus on wealth management or financial services)</li> <li>Understanding and knowledge of the RIA marketplace, competitive set, economic model and internal workings of an RIA a plus</li> <li>Experience on a client facing team with revenue and / or asset goals a plus</li> <li>Prior consulting, practice management, and / or wealth management experience a plus</li> <li>Demonstrated leadership and ability to be a self-starter</li> <li>Undergraduate degree required, Graduate degree highly preferred</li> </ul> <p> </p> <h4>About Focus Partners</h4> <p>Focus Partners, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions.</p> <p> </p> <p>Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access t
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