Position Summary
The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology.
This person will serve as the primary point of contact for assigned tools which may include planning platforms, reporting engines, and productivity tools, among other technologies. The Lead Client & Advisor Experience Manager will partner with internal stakeholders and vendors to ensure the toolset is secure, accessible, well-permissioned, fully functional and connected via reliable data integrations.
This role is well suited for someone who combines product ownership, operational discipline, and a strong understanding of advisor workflows.
Our preference is to have someone work in St. Louis 3 days/week. However, we are open to having someone work Remotely with light travel if they meet all the qualifications.
Key Responsibilities
Own the success, adoption, and continuous improvement of assigned advisor-facing wealth technology tools.
Act as product owner and primary point of contact for assigned tools, assembling key stakeholders for status updates, decision making, and maintenance tasks as needed.
Manage the relationship with wealth technology vendors, including issue escalation, roadmap discussions, release coordination, and follow-through on open items.
Partner with technology, operations, compliance, data, advisory, and business teams to ensure platform functionality aligns with advisor and client needs.
Support appropriate permissioning, access controls, data integrations, testing, release readiness, documentation, and stakeholder communication.
Respond to internal inquiries, triage issues, coordinate resolution paths, and communicate status clearly to stakeholders.
Identify advisor experience friction points and translate feedback into clear requirements, priorities, and action plans.
Project manage cross-functional initiatives by defining scope, tracking milestones, managing dependencies, and communicating risks and decisions.
Required Qualifications
Minimum of five years of experience in wealth management, financial services, advisor technology, product ownership, or related business platforms.
Experience managing vendor relationships, coordinating cross-functional work, and driving issues to resolution.
Strong understanding of system access, permissioning, data quality, integrations, and technology-enabled business processes.
Excellent communication skills, including the ability to translate technical or operational topics for business stakeholders.
Collaborative, self-starting working style with strong problem-solving, prioritization, organization, and follow-through.
Ability to manage multiple workstreams and build trust with advisory teams and internal stakeholders.
Preferred Qualifications
First-hand experience with wealth technology as an advisor, in an advisor support role, or through work at a wealth technology company.
Experience with advisor-facing platforms such as CRM, financial planning, proposal generation, reporting, client portals, or related tools.
Experience gathering requirements, supporting user acceptance testing, managing releases, or creating stakeholder communications and training materials.
This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$125,000. 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.
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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 [email protected].
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 Financial Partners San Francisco, California, USA Office
San Francisco, United States
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