About the Role
<h2><span style="font-family: arial, helvetica, sans-serif;"><strong>Position Summary</strong></span></h2>
<p><span style="font-size: 12pt;">The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life.</span></p>
<h2><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>Primary Responsibilities</strong></span></h2>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><u>Client Relationship Management</u></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Coordinate with clients' attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assist Managing Directors in identifying, onboarding, and retaining prospective clients</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management</span></li>
</ul>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><u>Account Management & Operations</u></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Oversee and support Account Managers in delivering day-to-day client services including budgeting, cash flow management, bill pay, and financial reporting</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Review financial reports including net worth statements, cash flow schedules, meeting packages, budgets, investment summaries, tour reconciliations, and other client deliverables</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Assist clients with major financial transactions and life events including home purchases, contract negotiations, tour logistics, and year-end planning</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Monitor client financial activity to identify issues, opportunities, and areas requiring escalation to Managing Directors</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><u>Tax & Compliance Oversight</u></span></p>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Review and coordinate the preparation of moderate to complex multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) in partnership with tax staff</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Stay current on applicable federal and state tax laws, regulations, and economic developments that may impact clients’ financial positions</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Conduct or coordinate tax research and multi-jurisdictional planning as needed; oversee foreign touring clearances</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Collaborate with dedicated tax team members to ensure accuracy and timeliness of all tax-related deliverables</span></li>
</ul>
<h2><span style="font-size: 14pt;"><strong><span style="font-family: arial, helvetica, sans-serif;">Qualifications</span></strong></span></h2>
<ul>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">5+ years of experience in business management, accounting, or financial services for high net worth individuals and/or entertainers</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Demonstrated experience as a primary client contact with strong relationship management skills</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Working knowledge of tax concepts and compliance requirements across individual and entity return types; ability to review and interpret tax work product</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Deep understanding of the entertainment business management industry including royalties, touring, music publishing, record label administration, and motion picture/television finance</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Excellent interpersonal and communication skills; comfortable presenting to and engaging with high-profile clients and their representatives</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Highly organized with the ability to manage multiple client relationships and competing priorities simultaneously</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Demonstrated ability to lead, motivate, and develop junior staff</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Sense of urgency, follow-through, and commitment to accuracy and professionalism</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Strong discretion and judgment when handling sensitive client information</span></li>
</ul>
<p> </p>
<p><span style="font-family: arial, helvetica, sans-serif;">This position is an exempt<strong> </strong>position. The annualized base pay range for this role is expected to be between $120,000-175,000 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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif;">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. </span></p>
<p><span style="font-family: arial, helvetica, sans-serif;">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 <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p>
<p><span style="font-size: 12pt;">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 <a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a> or follow the company on <a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p>
<p><span style="font-size: 12pt;">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. </span></p>
<p><span style="font-size: 12pt;">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 <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p>
<p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p>
<p><span style="font-size: 8pt;"><strong>For California Applicants: </strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p>
<p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>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.</span></p>
<p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>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. </span></p>
<p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> 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. </span></p>
<p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p>
<p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> 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.</span></p></div>