Bookminders Remote jobs - 23 jobs

Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm's Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Prepare and review subscription documents for alternative investments (i.e., private equity funds, private real estate funds and hedge funds) and handle follow up questions and requests for supporting materials. Identify operational process improvements and contribute to the implementation of productivity and efficiency improvements to drive exceptional client service and risk mitigation. Work closely with our Wealth Management Team to satisfy AML/KYC requirements for client investments in alternative investments. Review and understand offering documents (PPMs), limited partnership agreements and related documents for alternative investments. Assist in developing, educating, and training the firm's staff on alternative investment operations processes. Track closing dates and other deadlines for alternative investments, ensuring timely completion. Play a significant role in assisting in the development of robust processes and reports to keep the Wealth Management Team informed about crucial pre-fund status, processes, and requirements. Monitor and reconcile money movement associated with capital activity. Communicate effectively with internal teams, fund managers, investors, custodians, and auditors, fostering strong relationships. Assist with the distribution of tax documents and audited financial statements. Onboard new alternative investment offerings to the firm's platform. Maintain accurate client records and record information in the firm's CRM. Execute service requests in conjunction with the Wealth Management Team and maintain appropriate follow-up with sponsors, custodians, and clients. Assist with recurring audits, reporting, and projects as needed. Qualifications Required: 3+ years of experience in the alternative investments or wealth management industry. Bachelor's degree in finance, business administration, or a related field (or equivalent work experience). Prior experience completing or reviewing subscription documents for private equity funds, private real estate funds, and/or hedge funds. Familiarity with trust, estate, and legal entity structures. Know Your Client and Anti-Money Laundering experience (KYC/AML). Proficiency in Microsoft Excel and ability to learn new applications. High attention to detail and organizational skills. Ability to work in a fast-paced environment while managing numerous projects and clients. Ability to work independently and take initiative while also being a team player. Strong interpersonal skills and a positive attitude. Adaptability and ability to learn new concepts quickly. Excellent problem-solving skills. Outstanding customer service skills. Excellent communication and organizational skills. Capability to develop and deliver innovative ideas as the position grows. Ability to collaborate and work with teammates to accomplish daily deliverables. The annualized base pay range for this role is expected to be between $75,000-$80,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus 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 ******************************* 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.

NorthCoast Asset Management is seeking a Director, Institutional Consulting. As the Director, Institutional Consulting covering the western U.S. for our institutional and advisory business, you will play a crucial role in expanding our client base, driving sales revenue, and building strong relationships with institutional investors and financial advisors. Leveraging your industry knowledge and sales expertise you will be responsible for promoting our investment strategies and solutions to key decision-makers, fostering long-term partnerships, and achieving sales targets. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Business Development Develop and execute a comprehensive sales strategy to drive business growth within your territory for institutional and advisory clients. Identify and cultivate relationships with institutional investors, including wirehouses, RIAs, family offices, foundations, and consultants. Client Relationship Management Serve as the primary point of contact for institutional and advisory clients within the western U.S., ensuring excellent service delivery and client satisfaction. Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements. Conduct client presentations and meetings that effectively communicate the value proposition of NorthCoast Asset Management and our product offerings. Sales Target Achievement Develop and execute sales plans and strategies to meet or exceed assigned sales targets and revenue goals within your territory. Actively pursue new business opportunities, prospecting for new clients, and leveraging existing relationships to generate new sales leads. Timely track sales activities within the Sales CRM, maintain accurate sales pipelines, and provide regular reports to management on territory progress and results. Team Collaboration Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations. Participate in industry conferences, seminars, and networking events to represent NorthCoast Asset Management and expand professional networks. Qualifications Bachelor's degree in finance, economics, business, or a related field; Series 7 and Series 65 licenses required. West Coast Residency is required for this position. Demonstrated expertise and a consistent record of success in business development across major wirehouse firms & registered investment advisors (RIAs) within the territory. (Required) Strong understanding of different investment products, asset classes, and investment strategies. Self-motivated and results oriented, with the ability to work independently and as part of a team. Excellent communication, presentation, and negotiation skills. Ability to build and maintain relationships with key decision-makers and industry influencers. Willingness to travel frequently within the assigned territory. The annualized base pay range for this role is expected to be between $125,000 base + commission 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus 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 ******************************* 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.

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Support the implementation and maintenance of clients' investment and strategic financial plans • Coordinate account openings, transfers, and ongoing portfolio administration • Prepare customized client meeting materials, presentations, and reports • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines • Confirm and track trading activity and other investment-related transactions • Serve as a point of contact for client inquiries, ensuring timely and accurate responses • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency • Maintain a high level of accuracy, organization, and discretion in handling confidential client information • Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications • Minimum of a Bachelor's degree in Finance, Economics or other related discipline • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred • 0-3 years of relevant professional experience • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) • Excellent organizational, prioritization, and time management skills • Analytical with a strong attention to detail; problem solve effectively • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment • Strong written and oral communication skills The annualized base pay range for this role is expected to be between $70,000 - $90,000. 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 rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus 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 ******************************* 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.

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 service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization. Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset. Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved. Handle all communications between the custodians and Operations with advisors or clients. Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests. Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients. Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners. Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates. Demonstrate care, empathy, and a genuine desire to help advisors and clients. Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications. Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members. Must work well independently and in a collaborative team environment, where team members are based in different geographic locations. Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, once interaction at a time. Qualifications 3+ years in the RIA industry with custodian and client-facing service experience Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity) Proficiency in using Salesforce or a similar CRM system. Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed. Strong problem-solving skills and ability to think critically and work independently in resolving client issues. Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience. Work well in a team environment, fostering a collaborative and inclusive work culture. Embrace innovative approaches and ideas and adapt quickly to new methods. Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications. The Client Service Associate is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-AH1 Focus 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 ******************************* 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.

Remote, United States The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals. Primary responsibilities: Tax planning and preparation for high-net-worth individuals and their related entities; including extensions. Ensuring compliance with all federal and state filing requirements on behalf of clients. Performing technical research to address complex tax issues with the support of a team. Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities. Ensuring top quality client service in collaboration with the wealth management offering. Communicating effectively with advisors and their clients in a timely and professional manner. Effectively solving problems and resolving issues for clients and their advisors. Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments. Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff. Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications. Qualifications: A CPA, EA or JD with a minimum of 5+ years' relevant experience. A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families. Superb written and verbal communication skills. Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology. Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and Ability to work individually and in a team atmosphere. The willingness and ability to work additional hours, as needed, during busy season. The position prefers: Experience preparing high-net-worth individual, business, partnership, foundation, and gift tax returns. Experience with ProSystem fx Tax, CCH Axcess, and BNA Income Tax™ Planner. Big Four” or large regional accounting firm experience. This position is a Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. 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 rewards may include an annual bonus and a comprehensive benefits package. Focus 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 ******************************* 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.

Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work closely with the tax group to oversee their administrative functions, including weekly check-ins with the Tax Admin and St. Louis based tax team. Coordinate tax work papers and tax return assembly & delivery (certified mailings, FedEx, USPS, encrypted links/email & DocuSign), includes actively working with teams in other TCG tax offices. Responsible for overall document organization including scanning and storage, both physical & within document management system. Communicate & coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments & bills with clients, tax team and advisors. Clear verbal and written communication skills are a must. Submit electronic filings and track acceptances through government software and tax tracking software database (CCH Workflow). Manage and track notices, including state and local tax notices. Set up new returns, print/export returns in tax software (CCH Axcess), as well as setup and management of tasks in tax tracking software (CCH Workflow) including: staffing assignments, managing deliverables, extensions, etc. Prepare reports/summaries, monitor & review task status' & workloads, communicate progress with Manager, Tax Administration & Sr. Director of Tax Operations. Proactively identify trends, work with the Manager, Tax Administration & Sr. Director of Tax Operations to reassess staffing, processes & procedures, and priorities as needed, to maintain efficiency, especially during busy season. Work closely with the Manager, Tax Administration & Sr. Director of Tax Operations and the Tax Admin team to support incoming merger integrations, training & development initiatives, new technology implementation, tax season prep & execution, and other projects throughout the year. Provide ad hoc support to Tax Advisory & Tax Admin teams nationwide on an as needed basis. Provide occasional backup administrative support in St. Louis office as needed, including: mail distribution, answering phone calls, scanning documents and greeting visitors. * (in person January-April & September-October, w/ option to grow into a hybrid (2-3 days in office/week) role May-August & November-December. Qualifications Prior experience in a Tax Admin/Tax Ops type role. Great communication skills both verbal & written. Comfortable working with various people on short-term and long-term projects. Degree preferred. The annualized base pay range for this role is expected to be $60,000-$70,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus 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 ******************************* 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.

Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process. • Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum-positioning their sales pipeline for long-term success and strong FC retention. • Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage. • Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams. • Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.” • Coordinate the transition from “New Client Onboard” to the assigned Advisor Team. • Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace. • Utilize Salesforce for all data entry and internal workflows. • Keep selected Advisor Teams abreast of pipeline activity. Qualifications • 2+ years of administrative work experience (including internships); financial services experience is a plus. • Associate or bachelor's degree required. • Proficiency in Microsoft Suite. • Experience with CRM system; Salesforce preferred. • Strong attention to detail, communication, problem-solving, and analytical skills. • Excellent written and verbal communication skills. • Ability to multi-task under pressure, work independently, and work in a team environment. • Initiative-taker, energetic, and assertive. • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm. • Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management. The annualized base pay range for this role is expected to be $60,000 - $65,000 per year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus 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 ******************************* 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.

Gelfand, Rennert & Feldman, Focus Partners Business Management is seeking a full charge Bookkeeper to join our team of dedicated professionals. The Bookkeeper is responsible for computing, classifying, and recording financial transactions to ensure the financial records of assigned clients are accurate. Focus Partners provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Process accounts payable and accounts receivable Perform credit card and bank reconciliations Maintain electronic filing system General communication with vendors, clients, and client representatives via phone, email, and in-person Perform cash flow reports and cash balances as required Assist in assembling information for year-end tax packages for accountants Provide some assistance with insurance questions Identify, trace, and correct errors Prepare/review 1099 reports Prepare journal entries Assist in the preparation and processing of payroll, as well as applicable reporting Print reports (such as financial statements) for review Other projects and duties as assigned Qualifications Currently pursuing or recently received an associate's or bachelor's degree in finance, economics, business, or a related field. Expected graduation date by January 2026 Ability to work and commute out of our St. Louis, MO office Candidates must have permanent authorization to work in the U.S. Excellent communication skills (in person, on the phone, and via email) Sense of urgency Keen eye for details Ability to quickly shift gears without losing focus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Experience with AgilLink software is preferred This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000 - $55,000. 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 rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London. 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.

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors. Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience. Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations. Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.). Effectively prioritize work to meet deadlines and service level agreements. Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms. Assist with a variety of requests through email, inbound and outbound calls, and online portal. Support the Service Manager team by filling in for daily coverage, as needed. Support the Service Manager team by completing report-centric tasks from internal teams. Other duties and projects will be assigned as needed. Qualifications Bachelor's degree from and accredited college; or 2+ years of equivalent work experience 1+ years in the financial services industry preferred Preference for prior customer-service related experience The Service Specialist is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. Focus 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 ******************************* 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.

Mowery & Schoenfeld is seeking an ambitious and curious accounting professional with a drive to problem solve, ongoing learning, and exemplary client service. Do you consider yourself to have an entrepreneurial mindset? Do you have a mix of public and corporate accounting experience and have an interest in the transaction advisory space? The TAS Senior Associate will be responsible for conducting financial due diligence on buy-side and sell-side transactions as well as search funds. A successful candidate will communicate effectively with clients, target company management, investment bankers, and other client advisors on a transaction. Additionally, someone who has a strong understanding of GAAP as well as an ability to problem solve and see the whole picture of an engagement. Job requirements We are seeking an individual who is always expanding their knowledge, entrepreneurial, and a team player with the following qualifications: Bachelor's degree in Accounting, Finance or other relevant discipline 3+ years of relevant work experience at a senior level in accounting or finance, preferably experience in audit or advisory with a public accounting firm Variety of experience seeing accounting engagements from start to finish CPA Certification (obtained or in progress required) CFA or CMA designation is a plus A basic understanding of the M&A process with a desire to learn more Strong written communication ability Excel and PowerPoint proficiency Ability to work remotely and independently Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business. We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year. We are always looking for employees with a focus on growth, community, and superior client service to join our team. Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age. For more information on our benefits, click here: ******************************************* All done! Your application has been successfully submitted! Other jobs

Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Directors to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its objective and key results. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Directors to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Qualifications Bachelor's degree Advanced credentials such as CFP, CFA or CPA 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $123,000-$143,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus 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 ******************************* 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.

Do you wish to continue to grow and develop your career within public accounting, but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours, even in late March to mid April! Mowery & Schoenfeld is seeking an ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do you consider yourself to have an inquisitive mindset? Do you strive to find the best tax solutions for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing individual and trust returns. Communicating effectively with clients, team members, company management and regulatory bodies. Provided with one on one training and development with high visibility and readiness track for growth. Involved in taxation processes from start to finish. Mentoring associates and interns. Job requirements We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications: Bachelor's degree in Accounting, Finance or other relevant discipline 3+ years of tax experience in public accounting with at least 1 year at the senior associate level CPA or CPA eligible Strong written communication skills Project and time management skills Ability to work remotely and independently Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business. We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year. We are always looking for employees with a focus on growth, community, and superior client service to join our team. Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age. For more information on our benefits, click here: ******************************************* All done! Your application has been successfully submitted! Other jobs

SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve. This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Exude SCS's core values and focus on healthy organization best practices • Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus • Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients • Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments • Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows • Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting • Participate in strategic initiatives designed to improve the overall client experience • Complete additional ad hoc assignments in a timely, accurate and well-communicated manner • Adherent to compliance rules and standard operating procedures Qualifications • 1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred. • Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus • Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills • Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships • Strong organization and communication skills, both written and oral • Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment • Bachelor's degree and a demonstrated track record of academic success The annualized base pay range for this role is expected to be between $60,000-$70,000. 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 rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus 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 ******************************* 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.

Focus Partners Wealth is seeking a Referral Channel Specialist. This Specialist partners closely with Business Development Officers (BDOs) and Advisor Teams to enhance Focus Partners Wealth's commitment to delivering an exceptional client experience. This role ensures a repeatable and scalable process that drives sustained growth and success across both the Charles Schwab and Fidelity Investments referral programs. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process. • Establish partnerships with BDOs that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum-positioning their sales pipeline for long-term success and strong FC retention. • Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage. • Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams. • Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.” • Coordinate the transition from “New Client Onboard” to the assigned Advisor Team. • Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace. • Utilize Salesforce for all data entry and internal workflows. • Keep selected Advisor Teams abreast of pipeline activity. • Ad hoc support to fellow Client Service team members as needed. Qualifications • 2+ years of administrative work experience (including internships); financial services experience is a plus. • Associate or bachelor's degree required. • Proficiency in Microsoft Suite. • Experience with CRM system; Salesforce preferred. • Strong attention to detail, communication, problem-solving, and analytical skills. • Excellent written and verbal communication skills. • Ability to multi-task under pressure, work independently, and work in a team environment. • Initiative-taker, energetic, and assertive. • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm. • Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management. The annualized base pay range for this role is expected to be $60,000 - $65,000 per year. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-JS1 Focus 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 ******************************* 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.

Do you wish to continue to grow and develop your career within public accounting, but without the notoriously long hours? Mowery & Schoenfeld is industry-leading in our reduced overall hours, even in late March to mid April! Mowery & Schoenfeld is seeking an ambitious and curious tax professional with an interest in business entity taxation, ongoing learning, and exemplary client service. Do you consider yourself to have an inquisitive mindset? Do you strive to find the best tax solutions for each individual client? About YOU: As the Tax Senior Associate within our business tax team, you will be: Preparing entity returns. Communicating effectively with clients, team members, company management and regulatory bodies. Provided with one on one training and development with high visibility and readiness track for growth. Involved in taxation processes from start to finish. Mentoring associates and interns. Job requirements We are seeking an individual who is curious, self-motivated, and a team player with the following qualifications: Bachelor's degree in Accounting, Finance or other relevant discipline 3+ years of tax experience in public accounting with at least 1 year at the senior associate level CPA or CPA eligible Strong written communication skills Project and time management skills Ability to work remotely and independently Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business. We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc. Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year. We are always looking for employees with a focus on growth, community, and superior client service to join our team. Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age. For more information on our benefits, click here: ******************************************* All done! Your application has been successfully submitted! Other jobs

Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Directors to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its objective and key results. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Directors to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Qualifications Bachelor's degree Advanced credentials such as CFP, CFA or CPA 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $123,000-$143,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus 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 ******************************* 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.

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 service to advisory teams and clients. This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests. This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience. Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role. Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day. The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization. Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical. Occasional overtime may be required. Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset. Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved. Handle all communications between the custodians and Operations with advisors or clients. Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests. Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs. Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations. Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients. Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners. Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates. Demonstrate care, empathy, and a genuine desire to help advisors and clients. Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications. Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members. Must work well independently and in a collaborative team environment, where team members are based in different geographic locations. Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, once interaction at a time. Qualifications 3+ years in the RIA industry with custodian and client-facing service experience Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity) Proficiency in using Salesforce or a similar CRM system. Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed. Strong problem-solving skills and ability to think critically and work independently in resolving client issues. Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience. Work well in a team environment, fostering a collaborative and inclusive work culture. Embrace innovative approaches and ideas and adapt quickly to new methods. Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications. The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus 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 ******************************* 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.

Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth's financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals. Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm's client experience and the tools and technology solutions used by the advisory team. As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering accountability for both individual and team objectives. Establish ongoing communication forums with the members of their team. Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts. Drive planning and service harmonization in alignment with stated advisory team client experience objectives. Ensure efficient use of financial planning tools and resources. Foster a culture of accountability aligned with the firm's mission and values. Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. Collaborate with the Directors to determine and guide advisory team business plans and staffing. Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance. Responsibility in assisting the firm to achieve its objective and key results. Promote strong compliance practices. Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to support overall team effectiveness. Maintain established communication channels with the Directors to report progress and resolve issues. Participate in committees and/or projects as requested by the Advisory Leadership Team Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is established. Function as a collaborative, results-oriented member of the Advisory Leadership Team Travel: Approximately 25%, with the possibility of additional travel depending on business needs. Qualifications Bachelor's degree Advanced credentials such as CFP, CFA or CPA 5+ years of work experience preferred in a relevant position. Proficient in the use and best practices of client management systems and related technologies Strong leadership and emotional intelligence to work well with a variety of personalities. Enthusiastic, quick, and ongoing learner Proficient multitasking, prioritization, attention to detail, and organizational skills Effective listening and people skills Collaborator with a desire to help others. Creative and strong critical thinking skills Ability to work independently and collaboratively. The annualized base pay range for this role is expected to be between $120,000-$140,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package. #LI-CH1 Focus 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 ******************************* 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.

Focus Partners Wealth is seeking a Client Service Associate, providing a broad range of technical and client management support to firm senior advisors, advisors, and clients. This role serves as a liaison between our clients, advisors, custodians, and Operations Team. Our CSA Team plays a vital role in managing client relationships, is passionate about client service, and has the highest ethical and professional standards of excellence. A successful CSA is a proactive problem solver with excellent communication, organizational and time management skills. This role is ideal for a meticulous, client-focused professional who takes pride in accuracy, efficiency and delivering a white glove client experience. The right candidate thrives in a fast-paced high-performance environment and is driven to uphold the exceptional standards of our top wealth advisors and clients. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Manage all aspects of account administration, including new account onboarding, transfers, money movements, closures, and client-specific updates. Proactively monitor account activity, escalate issues, and ensure timely execution while maintaining clear communication with stakeholders. Prepare and process alternative investment paperwork, including funding requests and capital calls. Coordinate with multiple custodian teams to resolve account inquiries, facilitate tax document distributions, and ensure accurate processing of client requests. Serve as a trusted member of the Advisor's team, building strong relationships with clients, advisors, custodians, intermediaries, and the broader Wealth Management team. Collaborate regularly with advisors to align priorities, provide timely updates on client service tasks, and escalate issues as needed. Own the client service experience by ensuring timely, accurate processing of client requests and proactively resolving potential issues. Provide clear, proactive communication to internal/external clients, offering regular updates on request status to ensure a seamless experience. Manage sophisticated client-related inquiries with professionalism and efficiency, maintaining a solutions-oriented approach under pressure. Think creatively to solve problems, helping advisors and clients navigate complex situations with clarity and efficiency. Conduct virtual walkthroughs when needed, guiding clients through forms, portals, and complex processes to enhance understanding. Maintain accurate client records, ensuring data integrity across CRM, electronic files, and all other internal/external systems. Enhance team efficiency by contributing to training initiatives and maintaining up to date resources, including the CSA OneNote and Training Guide on an ongoing basis. Proactively support peers in navigating complex situations and share best practices to enhance team effectiveness. Participate in team meetings and firm initiatives/projects to streamline firm policies and procedures and to evolve the client experience. Qualifications Bachelor's Degree with 5+ years of client service experience in wealth management or 8+ years in financial services A growth mindset with the ability to adapt, take initiative and anticipate needs to help the Wealth Management team solve problems and provide creative solutions. RIA brokerage operations experience, preferably with prior RIA end-client exposure Highly detail-oriented, possess strong organizational skills, and work well under pressured time constraints while meeting strict deadlines. Expertise in custodial platforms (NetX360, Schwab Advisor Center & Fidelity Wealthscape) preferred. Possess a curiosity for learning and improving upon all aspects of the position, including technological and organizational strategies. Ability to prioritize multiple competing tasks and demands. Exceptional written and verbal communication skills with the ability to convey complex information clearly and professionally. Strong interpersonal skills to collaborate effectively with clients, advisors and internal teams. Analytical and problem-solving mindset, including strong mathematical aptitude. Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint. The annualized base pay range for this role is expected to be between $70,000-$90,000. 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 rewards may include an annual cash bonus and a comprehensive benefits package #LI-KP1 Focus 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 ******************************* 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.