Focus Partners Wealth seeks a motivated and qualified individual for the position for the position of Strategy Advisor. The Strategy Advisor will be the primary point of contact for Focus Partners Wealth proprietary strategies segment. The proprietary strategies segment is an
extension of Focus Partners Wealth Investment Management, whose objective is to develop and
maintain strategically important strategies for the firm’s varied client types. The strategy advisor will play an integral role
in developing this new team in support of the broader growth goals of the
company.
Primary responsibilities for this position include:
- Serve as the primary point of contact for clients assigned to the proprietary strategy segment.
- Develop communication program with end clients using approved collateral.
- Work with Financial Advisory team to identify financial planning opportunities.
- Select Institutional Relationship Management
- Maintain and
modify institutional client Investment Policy Statement (IPS),
understanding and documenting any special areas of focus or restrictions
(i.e. ESG).
- Engage
(inbound/outbound) with relationship stakeholders and decision-makers.
- Organize
quarterly client review meetings/update calls whether virtual or
in-person.
- Analyze cash
flow as needed.
- Anticipate
needs of the institutional clients based on client service model.
- Perform manager/strategy
attribution as needed.
- Develop and
implement institutional client performance scorecard and quarterly
reporting package.
- Assist the CIO
and Managing Director in preparing high-quality marketing pitch decks,
factsheets, and associated materials for proprietary strategy segment.
- Collaborate
with marketing team to introduce new client engagement activities.
- Account Maintenance Support
- Understand key
custodian capabilities and limitations, facilitating optimal delivery of CIM
proprietary strategies.
- Support account
opening and modification where needed.
- Assist with money
movements and securities transactions where needed.
- Support ad hoc special projects.
- Serve as backup for Investment Strategy Group (ISG) in prospect and client meetings.
Qualifications:
- Minimum 5+
years in a role that requires regular engagement with end clients.
- Bachelor’s degree required.
- Pursuit of an investment designation within 12 months of hiring (e.g. CFA, CAIA, CIMA, CFP)
- Willingness to travel up to 10% of the time.
- Exceptional
communication and presentation skills.
- Demonstrates
a strong sense of professional and personal integrity and high ethical
standards.
- Expert in Microsoft
Office Suite with advanced experience in Excel functionality.
* This is an Exempt Position
Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The annualized base pay range for this role is expected to be between $120,000 - $130,000 (compensation includes a discretionary bonus and business incentive program). 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.
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