Focus Financial Partners

Provide timely, accurate service to clients and advisors, manage multiple requests, and serve as the primary liaison for operational support, ensuring clear communication and precision in all transactions.

Title: Investment Strategy Associate Location: St. Louis, MO, USA Hybrid Job Description: Position Summary The Investment Strategy Associate educates internal and external stakeholders to provide clarity, insights, and confidence with regards to investment philosophy, solutions, and markets. This position provides analytical services and investment strategy support to Focus Partners advisory community as well as other business lines. This position will primarily provide portfolio and investment analysis support. The ideal candidate will be a collaborator who gets energy from collaborating with our advisory community, creating high-level analytical work, and meeting project and task deadlines. 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 - Engage with advisors to provide investment strategy expertise and insight on portfolio design and fund selection - Use a combination of Microsoft Excel, Bloomberg, Morningstar, and internal database tools to perform analyses and support the advisor as they prepare for client meetings. - Provide support for advisors crafting an investment policy statement for a client - Help update and maintain investment strategy collateral - Support, maintain, and serve as a technical resource for portfolio analysis tools and internal databases - Support Focus Partners’ thought leaders through data collection and independent research - Utilize investment strategy tool sets to support advisors, including proprietary software and data sources - Demonstrate an understanding of our investment strategies, policies, and procedures Qualifications - 1+ Years of work experience in an investment-related position Education/Training - B.S. Accounting, Economics, Engineering, Finance, or Math - Interest in pursuing CFA Charter (or comparable certifying exam) preferred Knowledge, Skills, and Abilities - Proficient in Microsoft Office applications; excellent Excel skills - Ability to calculate and interpret investment statistics, including annualized return, standard deviation, and Sharpe ratio - Bloomberg and/or Morningstar Direct experience preferred - Excellent quantitative and analytical skills - Ability to communicate complicated financial topics clearly and simply - Ability to manage multiple priorities and meet deadlines - Committed to superb client service - Professional attitude and demeanor This position is a non-exempt position. The annualized base pay range for this role is expected to be between $68,000 - $70,000/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. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. 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.

Title: Quantitative Investment Analyst Location: Boston, MA Job Description: Position Summary We are seeking a Quantitative Analyst with three or more years of experience to help advance our research and investment analytics capabilities, with a particular emphasis on data science. This highly capable person will build and maintain a thoughtful data layer across portfolios, managers, and asset classes, while developing analytical tools and workflows that improve decision-making and efficiency. This is a hybrid role that blends investment domain knowledge with data science and applied AI, offering an opportunity to help shape the evolution of our investment platform. This role is located in Boston, MA. Primary Responsibilities - Partner with senior investment professionals and other colleagues to translate strategic priorities into practical analytical solutions, workflow enhancements, and automation opportunities. - Support the Investment team in monitoring existing investments and underwriting new opportunities, including internal discussions related to portfolio construction, performance, and risk. - Build and maintain scalable data pipelines and workflows to support reliable data ingestion, transformation, and quality across investment, portfolio, and client datasets. - Help develop and enhance the firm’s investment data layer, with a focus on making information more structured, accessible, and actionable across asset classes and investment processes. - Analyze large and complex datasets to identify trends, behavioral patterns, performance drivers, and other insights that can inform investment decision-making. - Design, validate, and operationalize analytical models and AI-enabled tools to support areas such as asset allocation, manager research, portfolio monitoring, and risk assessment. - Maintain strong documentation and adhere to appropriate data governance, control, and compliance standards consistent with industry best practices. Qualifications Required - Bachelor’s or Master’s degree in Data Science, Computer Science, Statistics, Finance, or a quantitative field. - Three or more years of relevant experience in data science, analytics, investment research, or a related role, ideally within financial services, asset management, or wealth management. - Experience using Git and GitHub for version control, collaborative development, code reviews, and managing production-grade analytical or quantitative applications. - Strong programming skills with experience building analytical workflows, models, and data pipelines. - Experience working with modern data infrastructure, including Snowflake or similar environments. - Solid understanding of financial markets, portfolio construction, investment performance, and risk concepts. - Excellent communication skills and the ability to explain complex analyses and technical concepts clearly. Preferred - Experience with business intelligence and data visualization platforms such as Power BI. - Familiarity with cloud environments such as AWS, Azure, or GCP. - Experience applying machine learning or AI tools in production or business workflows. - Experience with agentic workflows using tools such as Copilot Studio or Claude. - Familiarity with modern LLM ecosystems and related concepts such as retrieval-augmented generation (RAG), vector databases, agent frameworks, or tool/function calling. - Exposure to investment manager research, underwriting, or portfolio analytics is a plus. This position is an exempt position. The annualized base pay range for this role is expected to be between $150,000–$250,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. SCS is a fiduciary wealth and investment management firm serving some of the world’s most ambitious wealth creators — ultra‑high‑net‑worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi‑generational legacies. SCS delivers an integrated family office and investment platform that brings together sophisticated multi‑asset class portfolio management, access to private investments, holistic wealth and estate planning, next‑generation education, and purpose‑driven advisory. SCS’s team is supported by a modern, scalable technology infrastructure that enhances SCS’s ability to deliver a seamless, proactive, white‑glove client experience. SCS is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. #LI-SF1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. 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 POLYGRAPH 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.​​​​​​​

Role Description Gelfand, Rennert & Feldman ("GRF") is seeking a Royalty Analyst, Merchandise Licensing ideally with experience handling complex royalty and/or merch licensing accounting. This position can be based out of White Plains, NY or New York, NY on a remote basis. The Royalty Analyst role assists the department in conducting compliance examinations on behalf of entertainment clients and other rights holders. - Assist managers with merchandise licensing audits on behalf of Consumer Products Companies, Fortune 500 Companies, and other intellectual property rights holders - Assist with planning audit steps and budgeting for anticipated audit engagements - Liaise with representatives regarding document requests and review - Prepare written report of findings including calculations claims and narrative describing procedures performed - Stay abreast of topics impacting participations, such as new exploitation platforms, international distribution, or new guild agreements - Organize and manipulate large electronic datasets - Maintain organization of files - Draft summarizations of contracts - Accumulate and summarize data from clients and auditees - Conduct analysis to create claim schedules - Conduct fieldwork at auditee offices - Conduct internet research - Other projects and duties as assigned Qualifications - Bachelor’s degree is required. Degrees in Accounting, Finance, Business, or Mathematics is preferred - Over 2 years of experience in a similar role along with royalty software experience is highly preferred - Advanced proficiency in Excel, including Pivot Tables and formulas (such as VLOOKUP and SUMIF) – bonus points for experience with Power Pivot and Power Query - A genuine interest in the merchandise licensing business and merchandise royalties - Ability to work independently and in a team environment - Strong time management skills to prioritize tasks to meet strict deadlines - Strong written and verbal communication skills - While not required, experience or education in the merchandise licensing business, particularly merchandise licensing royalties and royalty audits are beneficial Requirements - This is a non-exempt, overtime eligible position. - The annualized base pay range for this role is expected to be between $75,000 - $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 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. Benefits - Comprehensive benefits package. - Annual bonus. Company Description Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

Title: UX Lead Designer Location: St. Louis, MO Job Description: As the UX Lead, you will have the unique opportunity to shape the future of Wealth Management through innovative design. You will drive initiatives that directly impact our clients’ success while building a culture of excellence around user experience. If you are passionate about making complex financial tools simple and engaging, we want to hear from you! To apply: Please submit your resume and a portfolio highlighting relevant UX work, especially within financial services and Salesforce-integrated solutions. This role is located in St. Louis, MO and is hybrid with 3 days per week onsite. Position Overview We are seeking a dynamic and experienced User Experience (UX) Lead to join our innovative team specializing in financial services. The ideal candidate will be a hands-on designer and strategist, passionate about crafting intuitive, impactful tools and solutions for our clients. This role requires a proven track record in leading UX initiatives, particularly within the financial sector, and a strong ability to design, prototype, and implement user-centric products. Key Responsibilities - Lead the UX strategy and vision for financial service tools and our advisor platform, ensuring best-in-class user experiences. - Be hands-on in the design process, from user research and journey mapping to wireframing, prototyping, and usability testing. - Collaborate closely with stakeholders, product managers, and developers to translate business goals into effective digital experiences. - Design and implement solutions that integrate seamlessly with Salesforce and other core financial systems. - Utilize prototyping tools such as Figma to rapidly iterate and validate design concepts. - Champion user-centered design principles and advocate for best practices across the organization. - Mentor and eventually build a high-performing UX team to scale design excellence. - Stay abreast of industry trends, and emerging technologies relevant to financial services UX. Qualifications - Bachelor’s or Master’s degree in Human-Computer Interaction, Design, Psychology, or a related field (or equivalent professional experience). - 7+ years of experience in user experience design, with a substantial portion in the financial services industry. - Proven experience leading UX initiatives and teams, with a demonstrated ability to deliver successful projects end-to-end. - Hands-on expertise with Salesforce platforms and workflows. - Advanced proficiency in prototyping tools such as Figma (and others like Sketch, InVision, or Adobe XD is a good substitute). - Strong portfolio showcasing practical, user-centric design solutions for complex financial products or services. - Excellent communication, presentation, and interpersonal skills. - Ability to thrive in a fast-paced, collaborative environment and drive projects with minimal supervision. Preferred Attributes - Experience building and scaling UX teams. - An understanding of financial services regulations and compliance considerations and how to help meet using design. - Ability to balance strategic thinking with hands-on execution. This is an exempt position. The annualized base pay range for this role is expected to be between $170,000 - 190,000 Base Salary Compensation Range. 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, including but not limited to medical, dental, vision, life and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-KJ2 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 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.

Title: Associate Wealth Advisor Location: Menlo Park, CA or Palo Alto, CA Hybrid Job Description: Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. 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 - Develop, revise, and present financial plans through planning software - Knowledge of tax, estate, and insurance planning - Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Mastery of technology stack offered, including CRM system and custodian websites - Resource and collaboration with other Associate Wealth Advisors (AWAs) - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - The ability to meet with clients in person. Some travel may be required Qualifications - Bachelor’s Degree - Series 65 or equivalent within 120 days of employment - 2+ years of financial service experience - Strong interpersonal skills; team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Excellent analytical skills and attention to detail - Clean U4 The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200/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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only 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.

Head of Cybersecurity Governance Location: This role is hybrid with 3 days per week onsite in St. Louis, MO, New York City, NY or Boston, MA Job Description: Role Overview The Head of Cybersecurity Governance is a senior leadership role responsible for establishing, operating, and continuously improving the firm’s cybersecurity governance program. This role owns cybersecurity awareness and training, the development and lifecycle management of all security policies and standards, and the coordination of cybersecurity regulatory compliance efforts in partnership with Legal, Privacy, Compliance, Risk, IT, and business teams. This leader will build and manage a high‑performing cybersecurity governance team and serve as a key connector between security strategy, regulatory obligations, and business execution. The role reports to the Chief Information Security Officer (CISO) and plays a critical role in enabling a strong, scalable, and compliant cybersecurity posture across the organization. This role is hybrid with 3 days per week onsite in St. Louis, MO, New York City, NY or Boston, MA Key Responsibilities Cybersecurity Governance & Policy Management - Own the cybersecurity governance framework, ensuring alignment with enterprise risk management, business objectives, and regulatory requirements. - Lead the creation, maintenance, and periodic review of all cybersecurity policies, standards, procedures, and guidelines. - Establish and manage a formal policy lifecycle process, including approvals, exceptions, waivers, and annual reviews. - Ensure policies are practical, enforceable, and clearly mapped to security controls and regulatory obligations. - Partner closely with Cybersecurity Engineering, Operations, and Risk Management teams to ensure governance is aligned with real‑world controls and practices. Cybersecurity Awareness & Training Program - Design, implement, and continuously improve the enterprise cybersecurity awareness and training program. - Own mandatory security training, phishing simulations, role‑based training, and executive‑level awareness initiatives. - Measure training effectiveness through metrics, trends, and risk‑based outcomes. - Promote a strong security culture across the organization, balancing education, accountability, and business enablement. Regulatory & Compliance Program Leadership - Partner with Legal, Privacy, Compliance, and Risk teams to design and operate a cohesive cybersecurity regulatory compliance program. - Interpret and operationalize cybersecurity‑related laws, regulations, and standards (e.g., NYDFS, GLBA, SEC, GDPR/CCPA, ISO, NIST). - Maintain regulatory mappings between requirements, policies, controls, and evidence. - Support regulatory exams, audits, client due diligence, and third‑party assessments related to cybersecurity governance. - Monitor emerging cyber regulations and assess their impact on the organization. Cross‑Functional Partnership & Stakeholder Engagement - Act as the primary cybersecurity governance partner for IT, Legal, Compliance, Privacy, HR, and business leaders. - Translate regulatory and policy requirements into actionable guidance for technical and non‑technical teams. - Provide clear, executive‑ready reporting on governance posture, compliance status, and key risk themes. - Support board‑level and executive governance forums with clear, concise insights. Team Leadership & Program Management - Build, lead, and mentor a cybersecurity governance team, including policy, training, and compliance specialists. - Define team structure, roles, career paths, and performance expectations. - Establish scalable processes, tooling, and metrics to support governance operations. - Drive continuous improvement through automation, standardization, and data‑driven decision‑making. Qualifications & Experience - 10+ years of experience in cybersecurity, governance, risk, or compliance roles, with increasing leadership responsibility. - Proven experience building and running cybersecurity governance, policy, and awareness programs in a regulated environment. - Strong understanding of cybersecurity frameworks and regulatory requirements (e.g., NIST CSF, ISO 27001, NYDFS, GLBA, SEC). - Demonstrated ability to partner effectively with Legal, Compliance, Privacy, IT, and business teams. - Experience leading and developing teams and managing complex, cross‑functional initiatives. - Exceptional written and verbal communication skills, with the ability to influence at senior and executive levels. This position is an exempt position. The annualized base pay range for this role is expected to be between $200,000–$225,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. The following language is for US based roles only 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 POLYGRAPH 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.

Role Description Focus Financial Partners is seeking a proactive and detail-oriented Senior Risk Operations Specialist to support and strengthen our organization’s Cybersecurity program. This role is responsible for supporting key risk pillars: Vulnerability Management and Risk Management. A successful candidate will have knowledge of one or more of these areas and be able to assist with writing policy and process, supporting deployment of technology and handling incident response in a variety of environments. The candidate will also manage and maintain cybersecurity dashboards to track key performance indicators (KPIs) across all partner firms. This role can be based in New York, NY / St Louis, MO / Remote. Primary Responsibilities - Provide input into an evolving enterprise risk program, ensuring risks to data security are identified, quantified, and documented. - Develop and maintain information feeds for new and evolving vulnerabilities. - Collaborate with other technical teams to assess vulnerability criticality and coordinate patch deployment. - Participate in audits and assessments to demonstrate compliance and remediate findings. - Execute cybersecurity training and awareness programs across partner firms. - Develop and maintain real-time dashboards and reports to measure cybersecurity program effectiveness. - Work across other cybersecurity functions to incorporate KPI data. - Work with the Head of Cybersecurity Risk to establish and track KPIs such as incident response times, policy compliance rates, and training completion. - Provide regular reports to leadership and stakeholders. - Act as a liaison between IT, compliance, and external partners to ensure cohesive security practices. Qualifications - Bachelor’s degree in Information Security, Computer Science, or a related field (or equivalent experience). Master’s preferred. - 3-5 years of experience in cybersecurity, policy development, or GRC (governance, risk, and compliance). - Familiarity with cybersecurity frameworks (e.g., NIST, ISO 27001) and regulatory environments in financial services. - Excellent written and verbal communication skills. - Industry certifications such as CISSP, CISM, or GIAC (GSEC, GCCC) are preferred. - Prior experience in a multi-partner or financial services environment is preferred. - Familiarity with privacy regulations such as GDPR or CCPA is preferred. - Ability to manage multiple projects and stakeholders simultaneously. Benefits - The annualized base pay range for this role is expected to be between $110,000-$130,000. - 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.

• Own and execute end-to-end compensation planning cycle, including Workday configuration, data validation, governance, and stakeholder alignment. • Serve as the functional lead for Workday Compensation, including design, configuration, and optimization of compensation modules and planning cycles. • Partner with HR Operations to design and implement job architecture and leveling frameworks, ensuring alignment with compensation strategy, salary structures, and internal equity. • Drive broad-based compensation strategy, including base salary, annual incentives, and workforce segmentation. • Develop reporting and dashboards to enhance data transparency, support decision making, and improve the efficiency of compensation processes. • Partner with HR and business leaders to build, standardize, and scale compensation practices across a multi-entity environment. • Lead market benchmarking and pay equity analyses, translating insights into actionable recommendations. • Establish and maintain governance frameworks to ensure consistency, compliance, and disciplined execution of compensation programs across entities. • Build processes that enable efficient administration and data integrity across compensation programs. • Support executive compensation programs as needed, in partnership with senior leadership. • Stay informed on market trends, regulatory developments, and best practices in broad-based compensation, incentive pay, and executive compensation within the industry. • Partner with Finance, Legal, and HR leaders to ensure alignment between compensation strategy, budgets, and overall business strategy. • Provide coaching and training to HR and business leaders on compensation practices and policies. • Build strong relationships with leaders in both wealth management and business management lines to address their unique needs.

Title: Web Experience Manager Location: St. Louis, MO Job Description: Position Summary The Web Experience Manager will own the strategy, performance, and optimization of the Focus Partners website. This role focuses on improving user experience, conversion performance, and the overall digital journey from visitor to qualified lead. This individual partners closely with marketing, content, and technology teams to continuously improve the website through data‑driven testing, content optimization, and design enhancements. 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 - Own the strategy, structure, and performance of the company website - Lead initiatives to improve conversion rates and lead generation - Manage website updates, enhancements, and development projects - Partner with content and SEO teams to ensure content is optimized for discoverability and engagement - Conduct ongoing UX analysis and CRO testing - Monitor website analytics and user behavior to identify opportunities for improvement - Ensure website performance meets accessibility, speed, and SEO best practices - Manage external vendors or developers as needed Qualifications - Bachelor's degree or relevant work experience - 5+ years of experience managing marketing websites - Strong understanding of UX, CRO, and digital customer journeys - Experience with CMS platforms and website development workflows - Familiarity with web analytics tools such as GA4 or Hotjar - Experience optimizing websites for lead generation The Web Experience Manager is an exempt position. The annualized base pay range for this role is expected to be between $95,000-$110,000. 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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. #LI-CH1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com. 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.