Job Summary

• The Service Manager is responsible for delivering exceptional, solutions-oriented service to independent financial advisors and overseeing timely execution of operational and service requests.
• Focus provides team members the flexibility to work a hybrid schedule, defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week.
• The role requires close teamwork and daily collaboration with teammates across Advisor Services and the organization, with duties fluctuating based on market volatility and seasonal volumes.

Matching Summary

Salary

Base: $60,000-$70,000; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• 3+ years in the financial services industry (RIA industry)
• Bachelor's degree or 5+ years of equivalent work experience
• Extensive knowledge of industry back-office practices and custodians

Work Rights