Eugene, Oregon, United States · On-site
$65k–$70k/yr
Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and …
Skills: Client relationship management, Investment management, Wealth planning, Financial statements, Portfolio rebalancing
Los Angeles, California, United States · On-site
$85k–$100k/yr
Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other …
Skills: Executive support, Calendar management, Travel coordination, Expense reporting, Document preparation
Sydney, New South Wales, Australia · On-site
Position Summary The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving …
Skills: Investment Operations, Middle Office, Client Onboarding, Asset Transfers, Reconciliation
New York, New York, United States · Hybrid
$100k–$150k/yr
Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax planni…
Skills: Tax Business Planning, Tax Compliance, High Net Worth Taxation, Estate Planning, Trust Taxation
Melbourne, Victoria, Australia · On-site
Position Summary The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining high-quali…
Skills: Bookkeeping, Accounts Payable, Accounts Receivable, Bank Reconciliation, Payroll Processing
London, England, United Kingdom · Hybrid
Position Summary Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional who i…
Skills: Personal Tax, Corporation Tax, Tax Compliance, Tax Advisory, Tax Planning
Remote OK
$65k–$90k/yr
Headquartered in the heart of New York City, FFO is the premier family office and business management company for ultra-wealthy individuals, families, and their advisors, offering tailored solutions that bridge financial…
Skills: Accounting, Financial Analysis, Bank Reconciliation, Accounts Payable, Accounts Receivable
London, England, United Kingdom · Hybrid
Position Summary Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking an Account Manager. The Account Manager serves as the primary day-to-day contact for clients, managing financial operations, supervisi…
Skills: Financial Operations, Bookkeeping Supervision, Cash Flow Forecasting, VAT Returns, Tour Accounting
Washington, District of Columbia, United States · Hybrid
$60k–$65k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach …
Skills: Client Relationship Management, Financial Planning, Account Maintenance, Asset Transfers, Money Movement
Remote OK
Position Summary Hill Investment Group and Longview Research Partners are redefining how advisors and investors implement evidence-based investing through a differentiated ETF platform built for long-term success. Headqu…
Skills: ETF Distribution, Asset Management, Business Development, Portfolio Construction, Relationship Management
Dallas, Texas, United States · Hybrid
At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountabil…
Skills: Investment Analysis, Wealth Transfer Planning, Family Office Administration, Portfolio Management, Estate Planning
St. Louis, Missouri, United States · Hybrid
$80k–$95k/yr
Position Summary Focus Partners Wealth is seeking a Tax Administration & Operations Manager to join our team! We are seeking an experienced, detail-oriented, and client-focused Tax Administration & Operations Manager to …
Skills: Tax Administration, Workflow Management, Client Relationship Management, Project Coordination, Data Analysis
Remote OK
$80k–$100k/yr
Position Summary Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensurin…
Skills: Tax Planning, Tax Preparation, Tax Compliance, High-Net-Worth Individual Taxation, Fiduciary Returns
Albany, New York, United States · Hybrid
$65k–$70k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach …
Skills: Client Relationship Management, Financial Planning, Account Maintenance, Asset Transfers, Money Movement
Chicago, Illinois, United States · Hybrid
$180k–$200k/yr
Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of adv…
Skills: Strategic Planning, Budget Management, Wealth Management, Practice Management, Leadership
Remote OK
$110k–$130k/yr
Position Summary The Tax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. This role partners wit…
Skills: Tax Compliance, Tax Planning, High-Net-Worth Individual Taxation, Fiduciary Tax, Gift and Estate Tax
St. Louis, Missouri, United States · On-site
$160k–$175k/yr
Position Summary The Senior Digital Workplace Delivery Lead is a senior individual contributor responsible for leading complex digital workplace, end-user technology, and platform enablement initiatives across a global e…
Skills: Digital Workplace Delivery, ServiceNow, Endpoint Management, Collaboration Technologies, Project Management
Colorado Springs, Colorado, United States · Hybrid
$62k–$68k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client e…
Skills: Client Service, Operational Support, Salesforce, CRM Management, Problem Solving
St. Louis, Missouri, United States · On-site
$90k–$105k/yr
Position Summary The Senior ServiceNow Administrator serves as a platform subject matter expert, leading complex administrative initiatives and mentoring junior administrators. This role focuses on platform optimization,…
Skills: ServiceNow Scripting, Platform Optimization, CMDB Management, Integration Hub, MID Servers
Chicago, Illinois, United States · Hybrid
Position Summary Origin Investments is a leading real estate investment manager with over $3.3 billion in assets under management. With 17 years of proven track record and over 4,000 investors, we specialize in multifami…
Skills: Salesforce, Data Analysis, Microsoft Excel, CRM Management, Sales Enablement
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The Client Relationship Manager will partner with Wealth Managers to provide exceptional service and support the implementation of investment and wealth planning strategies. This role involves managing client onboarding, processing transactions, and coordinating with professional advisors to ensure a seamless client experience.
Candidates must hold a bachelor's degree in a finance-related field and possess a strong understanding of investment terminology and financial statements. The role requires excellent communication skills, proficiency in Microsoft Office, and the ability to obtain a Series 65 license.
Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investment management with estate, tax, education, and philanthropic planning to provide customized solutions tailored to each client's unique financial goals.
Sapient is committed to delivering exceptional client service while fostering a collaborative, team-oriented culture. We believe our people are our greatest asset and strive to create an environment that encourages professional growth, continuous learning, and meaningful relationships with both clients and colleagues.
This position requires you to be on-site in our Eugene office.
Primary Responsibilities:
The Client Relationship Manager will partner closely with the firm's Wealth Managers to provide exceptional service to clients while supporting the implementation of investment management and comprehensive wealth planning strategies. This individual will serve as a trusted point of contact for clients, ensuring a seamless experience through proactive communication, operational support, and relationship management.
The role includes established responsibilities while also providing opportunities to contribute to firm-wide initiatives, process improvements, and special projects as the organization continues to grow.
We are seeking a collaborative, client-focused professional who is eager to develop into a key member of our wealth management team.
Some of the responsibilities of the individual in this role will include:
New hires are expected to successfully obtain the NASAA Series 65 license within the firm's designated timeframe if not already licensed. Sapient supports continued professional growth and encourages employees to pursue advanced industry designations, including the Certified Financial Planner™ (CFP®) and Certified Private Wealth Advisor® (CPWA®).
The annualized base pay range for this role is expected to be between $65,000-$70,000 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.
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Sapient Private Wealth Management is part of the Focus Financial Partners’ network firm community. As part of the partnership, Sapient remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
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.
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. As of January 1, 2026, Focus collectively had more than $500 billion in advised assets.
Offices: 190 Carondelet Plaza, St Louis, Missouri 63105, US · 1325 Avenue of the Americas, Floor 11, New York, NY 10019, US · 50 California St., Suite 2950, San Francisco, CA 94111, US · 515 N. Flagler Drive, Suite 550, West Palm Beach, FL 33401, US · 600 Congress Avenue, Suite 2170, Austin, TX 78701, US
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. As of January 1, 2026, Focus collectively had more than $500 billion in advised assets.
Offices: 190 Carondelet Plaza, St Louis, Missouri 63105, US · 1325 Avenue of the Americas, Floor 11, New York, NY 10019, US · 50 California St., Suite 2950, San Francisco, CA 94111, US · 515 N. Flagler Drive, Suite 550, West Palm Beach, FL 33401, US · 600 Congress Avenue, Suite 2170, Austin, TX 78701, US
