The 10-week, paid internship program is an opportunity to expand your knowledge of developing a Shared Services practice within a growing organization. As a key player in our strategic initiatives, you'll analyze data to draw actionable insights that will inform strategic decisions and help drive the execution of key initiatives. 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. 

·         Assist in the execution of the Shared Services strategy

·         Conduct discovery processes to gather critical and relevant information

·         Analyze data and provide insights to support decision-making

·         Develop and recommend go-forward plans for new offerings

·         Assist with the development of project charters, integrated project plans, and project risk management strategies

·         Collaborate cross-functionally to develop and distribute partner firm newsletters

·         Audit various wealth management business lines to identify new carriers or new products

 

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

·         Pursuing a degree in Business Administration, Finance, Economics or a related field

·         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.