Strategy Advisor

Strategy Advisor

This is a newly created position meant to be the primary point of contact for Focus Financial Partner's proprietary strategies segment. The proprietary strategies segment is an extension of Colony Investment Management, whose objective is to develop and maintain strategically important strategies for the firm's varied client types. Because this is a new position, the strategy advisor will play an integral role in developing this new team in support of the broader growth goals of the company.

Overall Responsibilities

Client Relationship Management

• Serve as the primary point of contact for clients assigned to the proprietary strategy segment.
• Develop communication program with end clients using approved collateral.
• Work with Financial Advisory team to identify financial planning opportunities.

Select Institutional Relationship Management

Custom Reporting

Marketing Support

Account Maintenance Support

Other

Qualifications :