Focus Financial Partners

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 planning and preparation, insurance planning and retirement planning. Mr. Isaacson

Headquartered in the heart of New York City, FFO is the premier family office and business management company for ultra-wealthy individuals, families, and their advisors, offering tailored solutions that bridge financial and lifestyle objectives with unmatched expertise and discretion. FFO is

Position Summary Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking an Account Manager. The Account Manager serves as the primary day-to-day contact for clients, managing financial operations, supervising staff, and ensuring seamless execution of business management services. T

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 who is comfortable working across both compliance and advisory matters. They must

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Position Summary Hill Investment Group and Longview Research Partners are redefining how advisors and investors implement evidence-based investing through a differentiated ETF platform built for long-term success. Headquartered in St. Louis, with team members located across the country, the firm com

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team member

Position Summary Focus Partners Wealth is seeking a Tax Administration & Operations Manager to join our team! We are seeking an experienced, detail-oriented, and client-focused Tax Administration & Operations Manager to join our growing Tax Administration and Operations team. This role is id

Position Summary Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability

Position Summary The Managing Director, Advisory Leadership Team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the Focus Partners client experience. This role serv

Position Summary The Tax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. This role partners with wealth advisors to identify tax-saving opportunities, manages complex tax enga

Position Summary The Senior Tax Manager is responsible for leading tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses. This role partners closely with wealth advisors to develop strategic

Position Summary The Senior Digital Workplace Delivery Lead is a senior individual contributor responsible for leading complex digital workplace, end-user technology, and platform enablement initiatives across a global enterprise environment. The role drives delivery, adoption, communication,

Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented servic

Position Summary The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization, governance, stability, and scalability. Primary Responsibilities

Position Summary Origin Investments is a leading real estate investment manager with over $3.3 billion in assets under management. With 17 years of proven track record and over 4,000 investors, we specialize in multifamily real estate investments in high-growth markets across the Sunbelt and West, d

Position Summary The Manager, Advisory Leadership Team, leads and develops Associate Wealth Advisors (AWAs) while driving execution of key business strategies and ensuring alignment with Focus Partners Wealth's financial planning and client experience standards. This role oversees coaching, performa