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Focus Financial Partners

Discussion
16 jobs
Focus Financial Partners
last week

Tax Manager

New HybridNorth America
United States

Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax…
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Focus Financial Partners
2 weeks ago

Account Manager

Remote

FFO (Flynn Family Office) is seeking a detail-oriented and analytical Account Manager to join our team and provide accounting, financial reporting, and analysis services for our clients. This individual will play an…

Accounts Payable Accounts Receivable Financial Reporting General Ledger QuickBooks
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Focus Financial Partners
2 weeks ago

Wealth Manager

HybridNorth America
United States

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients,…

Business Development
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Focus Financial Partners
4 weeks ago

Senior Accountant

APACSenior
Australia

Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management,…

Strategic Planning
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Focus Financial Partners
4 weeks ago

Supervisor, Accounting

APAC
Australia

Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management,…

Strategic Planning
Apply
Focus Financial Partners
4 weeks ago

Associate Wealth Manager

North America
United States

Since joining Focus Financial Partners in 2016, XML Financial Group has been growing our client assets we service from $500M to nearly $4B today with offices in multiple states and over 50+ team members. We have been…

CRM XML
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Focus Financial Partners
2 months ago

Client Relationship Manager

North America
United States

Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve,…
Apply
Focus Financial Partners
2 months ago

Executive Assistant

North America
United States

Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and…
Apply
Focus Financial Partners
2 months ago

Bookkeeper

APAC
Australia

Position Summary The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining…

Accounts Payable Accounts Receivable Cloud Financial Reporting Process Improvement +3 skills
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Focus Financial Partners
2 months ago

Tax Assistant Manager - UK

HybridUKFull-time
United Kingdom

Position Summary Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional…

QuickBooks
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Focus Financial Partners
2 months ago

Lead Client & Advisor Experience Manager

RemoteNorth AmericaLead
United States

Position Summary The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing…

CRM Data Quality
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Focus Financial Partners
2 months ago

Senior Advisor Development Manager

RemoteNorth AmericaSenior
United States

Position Summary The Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build…
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Focus Financial Partners
2 months ago

Senior Business Analyst, Wealth Technology

North AmericaSenior
United States

Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business processes and technology initiatives across the organization, with a…

Acceptance Criteria Asana CRM Requirements Gathering Salesforce +3 skills
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Focus Financial Partners
3 months ago

Business Analyst - Service & Operations

North America
United States

Position Summary As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable…

AI Analytics Automation Cloud Data Governance +7 skills
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Focus Financial Partners
3 months ago

Senior Manager, Infrastructure Protection Operations

RemoteNorth AmericaSenior
United States

Position Summary We are seeking an experienced Senior Manager of Infrastructure Protection Operations to strengthen the security and resilience of our enterprise infrastructure. Reporting to the Vice President of…

Automation Cism Cissp Cloud Crowdstrike +11 skills
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Focus Financial Partners
3 months ago

Wealth Manager

HybridNorth America
United States

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just…
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