Associate Institutional Consultant
Focus Financial Partners, Saint Louis, MO, United States
Overview
Focus Partners Wealth is seeking an Associate Institutional Consultant. This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver Outsourced Chief Investment Officer services to a growing group of small to mid-size institutional clients, predominantly nonprofit entities. The Associate Consultant focuses on day-to-day client service, supports cash and portfolio management, client reporting/meeting workflows, and helps directly in client meetings and projects. The role is involved in the new business development process by tracking the team’s pipeline, helping respond to requests for proposals, preparing new business presentations, and, where appropriate, participating in new business presentations. Focus provides a hybrid schedule: 3 days in the office per week with the option to work remotely 2 days per week, or as assigned by the team leader.
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Focus Partners Wealth is seeking an Associate Institutional Consultant. This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver Outsourced Chief Investment Officer services to a growing group of small to mid-size institutional clients, predominantly nonprofit entities. The Associate Consultant focuses on day-to-day client service, supports cash and portfolio management, client reporting/meeting workflows, and helps directly in client meetings and projects. The role is involved in the new business development process by tracking the team’s pipeline, helping respond to requests for proposals, preparing new business presentations, and, where appropriate, participating in new business presentations. Focus provides a hybrid schedule: 3 days in the office per week with the option to work remotely 2 days per week, or as assigned by the team leader.
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