RIA Growth & Partnership Strategy Associate

Focus Financial Partners; New York (NY); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

A leading wealth management firm in New York is seeking an experienced professional to support RIA network firms. The role involves relationship management, strategic development, and tracking performance across firms. Ideal candidates will have a strong background in wealth management, consulting experience, and demonstrate leadership capabilities. This position offers an annual salary range of $135,000-$150,000 along with additional bonuses and benefits.

Qualifications

• 4+ years of combined experience working in wealth management and/or consulting.
• Understanding knowledge of the RIA marketplace and competitive set.
• Demonstrated ability to be a self-starter.

Responsibilities

• Serve as a junior relationship manager to support the success of firms.
• Develop strategic initiatives and drive analyses for decision making.
• Track P&L changes across firms to highlight efficiency improvements.

Skills

Wealth management experience

Consulting experience

Leadership skills

Client facing experience

Job description

A leading wealth management firm in New York is seeking an experienced professional to support RIA network firms. The role involves relationship management, strategic development, and tracking performance across firms. Ideal candidates will have a strong background in wealth management, consulting experience, and demonstrate leadership capabilities. This position offers an annual salary range of $135,000-$150,000 along with additional bonuses and benefits.