Associate, Business Development (M&A)

Position Summary

The Associate will be a member of Focus’s business development team for M&A transactions. The Associate will join a high-functioning, nimble team and will focus on sourcing and building relationships with independent wealth management firms across the country, relying on strong communication and analytical skills to vet transaction partners for Focus. The Associate will also support the team’s M&A strategy through a wide range of business development projects. The ideal candidate is a team player, self-starter, and intellectually curious. Associates will be trained in a fast-paced environment and given immediate responsibilities, with significant daily autonomy. Successful Associates will have the opportunity for advancement over time.

This role is based in New York, NY or Austin, TX. 3 days/week onsite is required. 

Primary Responsibilities

• Execute Focus’ M&A strategy by sourcing and advancing relationships with principals of wealth and business management firms


• Lead quality conversations that demonstrate Focus’ value proposition to advisors and clients with prospective acquisition partners


• Identify data-informed investment theses for wealth management transaction opportunities that advance Focus’ companywide goals


• Support Focus’ knowledge of the industry’s competitive landscape through continuous evaluation of 3^rd party research and industry publications


• Collaborate with team members to review and analyze financial data received from prospects to assess strategic fit and financial viability


• Prepare and present term sheets alongside other team members


• Organize and plan trips for senior team members to meet potential partners


• Manage CRM and pipeline activities

Qualifications

• Bachelor’s degree from a top university or college


• 2+ year(s) full-time work experience in business development, wealth management or an adjacent industry


• Excellent interpersonal and communication skills


• Strong organizational and prioritization skills


• Proficient in Microsoft products


• Intellectual curiosity and confidence to take initiative


• Competency in financial statement analysis, M&A and strong analytical skills is a plus

#LI-KJ2

This position is an exempt position. The annualized base pay range for this role is expected to be between $90,000–$110,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.