The Transformation Lead will be a member of Focus’ Shared Services team, which is responsible for (i) the delivery of corporate functions to our business segments and affiliated firms and (ii) the development and delivery of advisor and client solutions. The team plays an integral role in bridging the organization together by delivering common experiences and products.

 

The Lead will support the strategic development of new and enhanced client solutions that accompany our wealth management business, and will be accountable for managing projects from design through implementation. The role will report into the Head of Shared Services and partner with our Legal, Compliance, Technology and Wealth Management departments.

 

·         Create and design advisor and client solutions (e.g. tax preparation, estate planning) that support the growth of our wealth management business by organizing information required to understand complex business challenges

·         Leverage industry knowledge and networks to ensure Focus advisor and client solutions delivers best in class experiences and outcomes

·         Develop and deploy appropriate project management methodologies and tools to drive timely delivery of initiatives on budget and with quality

·         Manage project risks by actively identifying challenges, developing practical risk mitigants, and escalating to leadership

·         Exert influence to drive execution of strategic initiatives and ensure that all client solutions meet key business objectives

·         Create project artifacts that evaluate options for execution, memorialize decision making, and drive accountability across the organization

·         Act as a liaison between Technology and Wealth Management departments to ensure common understanding of requirements and outcomes

·         Prepare presentations to build consensus within the organization on our approach to development and delivery of client solutions

·         Coordinate with various team members for ad-hoc reporting needs

·         Communicate with stakeholders across the organization on initiative progress, escalating challenges and celebrating successes

·         Minimum of 5 years work experience, with 2+ years in strategic consulting, wealth management, investment banking, or private equity

·         Bachelor’s degree from a leading university

·         Experience in entrepreneurial environment or financial services and capable of creative thinking and generating innovative solutions

·         Excellent interpersonal skills with the ability to build partnerships across the organization

·         Strong communication skills and ability to lead meetings and discussions

·         Commitment to excellence and follow through

·         Self-motivated with a passion for building

·         Strong PowerPoint skills required

·         Familiarity with technologies that support the wealth management business

·         Open to limited amount of travel across the United States