Transformation Lead, Shared Services The Transformation Lead will be a member of Focus' Shared Services team, which is responsible for (i) the delivery of corporate functions to our business segments and affiliated firms and (ii) the development and delivery of advisor and client solutions. The team plays an integral role in bridging the organization together by delivering common experiences and products.
The Lead will support the strategic development of new and enhanced client solutions that accompany our wealth management business, and will be accountable for managing projects from design through implementation. The role will report into the Head of Shared Services and partner with our Legal, Compliance, Technology and Wealth Management departments.
This role can be based in Albany, NY or New York, NY. Primary Responsibilities · Create and design advisor and client solutions (e.g. tax preparation, estate planning) that support the growth of our wealth management business by organizing information required to understand complex business challenges
· Leverage industry knowledge and networks to ensure Focus advisor and client solutions delivers best in class experiences and outcomes
· Develop and deploy appropriate project management methodologies and tools to drive timely delivery of initiatives on budget and with quality
· Manage project risks by actively identifying challenges, developing practical risk mitigants, and escalating to leadership
· Exert influence to drive execution of strategic initiatives and ensure that all client solutions meet key business objectives
· Create project artifacts that evaluate options for execution, memorialize decision making, and drive accountability across the organization
· Act as a liaison between Technology and Wealth Management departments to ensure common understanding of requirements and outcomes
· Prepare presentations to build consensus within the organization on our approach to development and delivery of client solutions
· Coordinate with various team members for ad-hoc reporting needs
· Communicate with stakeholders across the organization on initiative progress, escalating challenges and celebrating successes
Preferred Qualifications · Minimum of 5 years work experience, with 2+ years in strategic consulting, wealth management, investment banking, or private equity
· Bachelor's degree from a leading university
· Experience in entrepreneurial environment or financial services and capable of creative thinking and generating innovative solutions
· Excellent interpersonal skills with the ability to build partnerships across the organization
· Strong communication skills and ability to lead meetings and discussions
· Commitment to excellence and follow through
· Self-motivated with a passion for building
· Strong PowerPoint skills required
· Familiarity with technologies that support the wealth management business
· Open to limited amount of travel across the United States
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\n$125,000 - $200,000 a year
About Focus Financial Partners As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models. Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor ("RIA") space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs. Focus's robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry. The annualized base pay range for this role is expected to be between $125,000 - $200,000. 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 reward may include an annual cash bonus and a comprehensive benefits package. \n