Relationship Manager

Position Summary

Focus Partners Wealth seeks a motivated and qualified individual for the position of the Relationship Manager (RM). The RM is a knowledge leader on the FPAS offering and tools and proactively manages assigned relationships as the primary point of contact for assigned Advisors on the platform.  The RM is an organized individual that prioritizes time and resources to ensure they deliver a high-level experience to Advisors to both retain and grow assets on the FPAS platform.  As an integral member of the regional team, the RM is responsible for meeting growth goals for assigned firms as well as collaborating with Regional Directors and Divisional Managers in support of all advisors in their region. 

Primary Responsibilities

• Manages assigned advisor relationships through consistent, proactive outreach as well as attentive service to inbound advisor requests to meet asset retention and growth goals.
• Educates advisors on our services by effectively articulating the firm’s value proposition in investments, planning and operations.
• Partners with Regional Directors and Divisional Managers to demonstrate tools and resources to prospective advisors.
• Articulates with expertise the options available from a contract, platform and offering perspective for prospective advisors.
• Owner of the onboarding experience for new advisors, coordinating cross-departmental efforts to ensure appropriate training is delivered and introductions to key resources and teams are made.
• Demonstrates expertise on FPAS tools to support advisors’ by generating client proposals and portfolio analysis, delivering up to date and relevant investment research/marketing materials, and introducing third party offerings and resources as appropriate.
• Tracks all Advisor communications and ensures accurate firm/personnel related information in Salesforce.
• Manages weekly follow up tasks for the region and ensures the accuracy of the prospect pipeline and client satisfaction rating within Salesforce.
• Assists advisors in delivering the Design I Build I Protect experience by maintaining proficiency in the FPAS investment philosophy, model portfolios and alternative investment strategies, and the trading experience delivered through each of our platforms.
• Takes ownership of advisor needs and challenges, researches options and utilizes firm resources to provide solutions.
• Collaborates with the Relationship Management and Regional teams to share knowledge and best practices and provide coverage for others on the team.
• Works in partnership with our internal service, operations, and investment teams to ensure the advisors needs and expectations are met.
• Limited travel to advisor events and internal meetings (10% travel).
• As a team player, is always looking for additional ways to support our advisors and team.

Qualifications

• 2+ years of direct client-facing experience in Financial Services
• Bachelor’s degree or 5 + years of equivalent work experience
• Series 65 or ability to obtain license within 6 months

This position is an exempt position. The annualized base pay range for this role is expected to be between $68,000 - $85,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.

The following language is for US based roles only

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 POLYGRAP 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.