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About the Role

This high-impact, high-visibility role on the Strategic Initiatives team functions as an internal strategy and transformation group for Focus Financial Partners. This role focuses on analytical and presentation work, enabling the Director to concentrate on strategic decisions, stakeholder management, and team direction.

Responsibilities

Own individual workstreams within the AI Strategy Program and other cross-functional initiatives, structuring work, driving decisions, and delivering outputs on time.
Build and maintain operating infrastructure for complex projects, including project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.
Triage incoming requests and competing priorities, ensuring the team focuses on the highest-leverage work.
Build financial models, business cases, and ROI frameworks to support strategic decisions.
Conduct competitive intelligence and market research, synthesizing findings into executive-ready summaries and recommendations.
Support initiative tracking and KPI dashboards that link strategic priorities to measurable outcomes.
Prepare board materials, executive presentations, and governance committee deliverables, owning the quality of the narrative and data.
Represent the Strategic Initiatives team in cross-functional meetings, aligning stakeholders and ensuring accountability without positional authority.
Translate complex, ambiguous situations into clear problem statements and structured options for senior decision-makers.
Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake, governance committee operations, and pilot program management.
Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.
Serve as a credible, hands-on user of AI tools, bringing practical experience to discussions about AI's value creation at Focus.

Requirements

2+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.
Bachelor’s degree in business, finance, economics, or a related discipline.
Experience with M&A, strategy and growth, and AI.
Demonstrated ability to independently build and own structured work products (models, memos, slide decks) under time pressure.
Experience working in fast-paced environments with multiple concurrent priorities and senior stakeholder exposure.
Exceptional financial modeling and Excel skills; ability to build models from scratch.
Strong structured communication skills, capable of writing one-pagers, building slide decks, and leading working sessions.
Intellectually curious and comfortable operating in ambiguity.
High personal accountability; owns output, corrects mistakes, and ensures tasks are completed.
Collaborative yet comfortable working independently with minimal supervision on defined workstreams.
Familiarity with AI productivity tools (e.g., Claude, Notion AI, Copilot) and willingness to be an early adopter.

Skills

Financial modeling
Business case development
Competitive analysis
Board preparation
Stakeholder materials
Deal support
Excel
Structured communication
AI productivity tools

Location

Remote

Work Type

Exempt
Full-time

Experience Level

2-5 years

Education Level

Bachelor's degree in business, finance, economics, or related discipline
MBA or CFA in progress or completed (preferred)

Salary/Compensations

$85,000-$150,000

Benefits

Annual cash bonus
Medical insurance
Dental insurance
Vision insurance
Life insurance
401(k)

About the Company

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. Visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity

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.
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.