VP, Financial Partnerships
Found in: Jooble US O C2 - 2 weeks ago
The Director of Fiduciary Solutions at Focus Financial Partners (‘Focus’) will be responsible for leading a rollout of trust and estate value added planning capabilities to advisors at Focus Firms.
Focus has built centralized partnerships with best in class directed trust companies in South Dakota, Delaware and Tennessee. We are seeking an entrepreneurial, solution-oriented professional who will make an immediate contribution and play a pivotal role in establishing and growing this value-added area for Focus Financial Partners.
Educate Focus firms and share insight on a broad range of trust & estate opportunities, including structure, situs, investment manager interaction and an understanding of family/beneficiary dynamics and needs
Manage day to day relationships with 3rd party Trust Partners. Partner with Focus firms to help them understand T&E related client needs and fiduciary business opportunities. Relationship Management
meet deadlines and manage institutional relations and client expectations
Minimum of 10 years trust and estate planning experience
• Family office experience a plus
• As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.
Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.
Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.
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