Focus Partners Wealth
4 open jobs
Alternatives Associate
Position Summary Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm’s Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in our Chicago office per week,
Alternative Investment Reporting Associate
Alternative Investment Reporting Associate The Alternative Investment Reporting Associate performs a series of processes to ensure data accuracy across multiple systems. This role is critical to the firm's client reporting, billing, and management-level reporting ecosystem and
Applyto Alternative Investment Reporting Associate at Focus Partners Wealth seen live 1 day ago posted 91 days agoAdvisor Platform Specialist
Position Summary 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
Client Service Specialist
Please note that while this position is remote, qualified candidates should be located in the Pacific Time Zone. Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset. Take ownership of client issues