Overview
Focus Partners Wealth is seeking a Marketing Strategist. The Marketing Strategist develops and executes integrated marketing campaigns across key business segments to drive growth and visibility. This position serves as the primary marketing lead for Focus Partners Advisor Solutions while also contributing to firmwide marketing and growth initiatives. The role combines hands-on execution with high-level strategic planning, ensuring alignment and optimization across Focus Partners Advisor Solutions and broader firm initiatives. Limited travel may be required. 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.
Key Responsibilities
Focus Partners Advisor Solutions (Primary Responsibility) — Develop and execute a growth-focused marketing plan supporting Focus Partners Advisor Solutions business objectives.
Lead creation of targeted campaigns (email, ad and other digital), events/conference strategies, webinars, website development, and social media efforts.
Partner with the Marketing Content team to develop and refine marketing collateral for advisor and in-person use.
Collaborate with Focus Partners Advisor Solutions leadership and Marketing and Communications leaders to prioritize initiatives, allocate resources, and align messaging.
Work closely with Focus Partners Advisor Solutions sales team to enhance sales pipeline processes, tools and communication.
Track annual metrics and KPIs in partnership with the Focus Partners Advisor Solutions Advisor Relations team to monitor campaign success and Focus Partners Advisor Solutions growth; helping translate into reportable metrics for the team’s benefit.
Lead frequent update calls with Focus Partners Advisor Solutions team leads, regional managers, and the broader growth team to identify needs and opportunities, assess and share progress updates.
Partner with the Digital and Content teams to ensure all Focus Partners Advisor Solutions resources are accurate, current, and accessible via the advisor portal.
Provide prospecting conference support aimed at increased attendance and engagement including pre- and post-conference outreach, development of relevant prospect-specific collateral, and responsibility for booth aesthetic design and needs.
Broader Firmwide and Growth Support
Support broader Focus business development initiatives and campaign execution as needed.
Provide strategic and project management support for growth initiatives and marketing campaigns.
Contribute insights and structure to advance marketing operations and improve consistency, scalability, and efficiency across programs.
Qualifications
Bachelor’s degree in Marketing, Communications, Business or related field.
5+ years in marketing strategy, brand management, or communications, preferably within the financial industry, specifically TAMP or advisor services.
Demonstrated ability to connect firm-level objectives to actionable marketing strategies with measurable impact.
Skilled at developing and implementing marketing processes and standards.
Able to collaborate and clearly negotiate priorities and timelines.
Experience managing projects including multi-layered, long-term marketing initiatives.
Ability to communicate in an efficient, reliable, and timely manner.
The ability to prioritize tasks and deadlines in a fast-paced environment.
Strong writing and presentation skills; confident presenting to senior leadership.
Ability to evaluate performance data, adjust course, and strengthen results through insights and iteration.
Understanding of marketing requirements within the RIA or financial advisory space, with a balance of creativity and precision.
Confident, pragmatic, and collaborative; energized by shaping structure and driving results through influence and clarity.
Compensation and Benefits The annualized base pay range for this role is expected to be between $80,000- $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 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.
US Applicants Information Note:
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.
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Focus Partners Wealth is seeking a Marketing Strategist. The Marketing Strategist develops and executes integrated marketing campaigns across key business segments to drive growth and visibility. This position serves as the primary marketing lead for Focus Partners Advisor Solutions while also contributing to firmwide marketing and growth initiatives. The role combines hands-on execution with high-level strategic planning, ensuring alignment and optimization across Focus Partners Advisor Solutions and broader firm initiatives. Limited travel may be required. 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.
Key Responsibilities
Focus Partners Advisor Solutions (Primary Responsibility) — Develop and execute a growth-focused marketing plan supporting Focus Partners Advisor Solutions business objectives.
Lead creation of targeted campaigns (email, ad and other digital), events/conference strategies, webinars, website development, and social media efforts.
Partner with the Marketing Content team to develop and refine marketing collateral for advisor and in-person use.
Collaborate with Focus Partners Advisor Solutions leadership and Marketing and Communications leaders to prioritize initiatives, allocate resources, and align messaging.
Work closely with Focus Partners Advisor Solutions sales team to enhance sales pipeline processes, tools and communication.
Track annual metrics and KPIs in partnership with the Focus Partners Advisor Solutions Advisor Relations team to monitor campaign success and Focus Partners Advisor Solutions growth; helping translate into reportable metrics for the team’s benefit.
Lead frequent update calls with Focus Partners Advisor Solutions team leads, regional managers, and the broader growth team to identify needs and opportunities, assess and share progress updates.
Partner with the Digital and Content teams to ensure all Focus Partners Advisor Solutions resources are accurate, current, and accessible via the advisor portal.
Provide prospecting conference support aimed at increased attendance and engagement including pre- and post-conference outreach, development of relevant prospect-specific collateral, and responsibility for booth aesthetic design and needs.
Broader Firmwide and Growth Support
Support broader Focus business development initiatives and campaign execution as needed.
Provide strategic and project management support for growth initiatives and marketing campaigns.
Contribute insights and structure to advance marketing operations and improve consistency, scalability, and efficiency across programs.
Qualifications
Bachelor’s degree in Marketing, Communications, Business or related field.
5+ years in marketing strategy, brand management, or communications, preferably within the financial industry, specifically TAMP or advisor services.
Demonstrated ability to connect firm-level objectives to actionable marketing strategies with measurable impact.
Skilled at developing and implementing marketing processes and standards.
Able to collaborate and clearly negotiate priorities and timelines.
Experience managing projects including multi-layered, long-term marketing initiatives.
Ability to communicate in an efficient, reliable, and timely manner.
The ability to prioritize tasks and deadlines in a fast-paced environment.
Strong writing and presentation skills; confident presenting to senior leadership.
Ability to evaluate performance data, adjust course, and strengthen results through insights and iteration.
Understanding of marketing requirements within the RIA or financial advisory space, with a balance of creativity and precision.
Confident, pragmatic, and collaborative; energized by shaping structure and driving results through influence and clarity.
Compensation and Benefits The annualized base pay range for this role is expected to be between $80,000- $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 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.
US Applicants Information Note:
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.
#J-18808-Ljbffr