The 10-week, paid internship program is an opportunity to expand your knowledge of the wealth management industry and of the business strategies that enable success in the space. You will support our partnership engagement team in analyzing opportunities across our partner firm portfolio and driving strategic initiatives for Focus partner firms. This role offers a unique opportunity to gain practical experience while working in a dynamic environment. Focus offers an emphasis on training and our history of hiring and promoting from within make the Internship Program a truly unique opportunity.

 

This role is based in New York, NY. After a successful summer, subsequent full-time opportunities will exist in New York, NY.

  

For full consideration in the process, we ask that you submit your application by November 17, 2024. 

·         Learn key strategic frameworks for business management decision making and how to turn those frameworks into actionable strategies

·         Support development and maintenance of datasets to help Focus identify strategic opportunities for individual partner firms in its portfolio

·         Analyze individual partner firm data, benchmark performance across partner firms, and identify growth & margin improvement opportunities

·         Engage in development and presentation of those opportunities to leaders across Focus’ partner firm portfolio

·         Coordinate team projects including partner firm initiatives, meetings and growth projects

 

·         Current students enrolled in an undergraduate program, graduating between Winter 2025 – Summer 2026

·         Demonstrated track record of academic success and/or professional pursuits

·         High degree of personal and professional maturity

·         Excellent interpersonal and communication skills

·         Strong organizational and prioritization skills

·         Intellectual curiosity and confidence to take initiative

·         Exceptional work ethic and a deep sense of accountability

·         Ability to work well independently and as part of a team

·         Interest in wealth management

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

 

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

 

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

 

The base pay for this role is $20/hour.